Industry packages

Nine packages for small businesses in Kelowna and the Okanagan. Each lists the core services, optional services, hours and cost before add-ons.

Any service is available on its own at the same hourly rates. See pricing.

Retail trade

Core services

  • FinTech stack audit
  • POS setup
  • Accounting setup
  • Inventory and supply chain configuration
  • Staff training

Optional services

  • Payment processing review and switch
  • Accounts payable and receivable automation
  • AI workflow setup
Hours
25–52
Cost before add-ons
$2,445–$5,050

Food service and hospitality

Core services

  • FinTech stack audit
  • POS setup
  • Accounting setup
  • Payroll setup
  • Inventory and supply chain configuration (MarketMan)
  • Staff training

Optional services

  • Corporate cards and spend controls
  • AI workflow setup
Hours
28–57
Cost before add-ons
$2,730–$5,525

Tourism and activities

Core services

  • FinTech stack audit
  • Industry platform setup (Checkfront)
  • Accounting setup
  • Cross-border payments and FX
  • Staff training

Optional services

  • Payroll setup
  • AI workflow setup
Hours
21–39
Cost before add-ons
$2,065–$3,815

Wineries and viticulture

Core services

  • FinTech stack audit
  • Industry platform setup (vintrace)
  • Industry platform setup (Commerce7)
  • POS setup
  • Accounting setup
  • Accounts payable and receivable automation
  • Staff training

Optional services

  • Payroll setup
  • AI workflow setup
Hours
32–62
Cost before add-ons
$3,110–$6,000

Agriculture and orchards

Core services

  • FinTech stack audit
  • Industry platform setup (Croptracker)
  • Accounting setup
  • Payroll setup
  • Staff training

Optional services

  • Funding application support
Hours
22–41
Cost before add-ons
$2,160–$4,005

Construction and trades

Core services

  • FinTech stack audit
  • Industry platform setup (Jobber)
  • Accounting setup
  • Accounts payable and receivable automation
  • Corporate cards and spend controls
  • Staff training

Optional services

  • Inventory and supply chain configuration
  • AI workflow setup
Hours
24–46
Cost before add-ons
$2,350–$4,480

Manufacturing

Core services

  • FinTech stack audit
  • Inventory and supply chain configuration (Katana)
  • Accounting setup
  • Accounts payable and receivable automation
  • Cross-border payments and FX
  • Staff training

Optional services

  • AI workflow setup
  • Funding application support
Hours
26–53
Cost before add-ons
$2,540–$5,145

Healthcare clinics

Core services

  • FinTech stack audit
  • Industry platform setup (Jane)
  • Payment processing review and switch
  • Accounting setup
  • Payroll setup
  • Staff training

Optional services

  • AI workflow setup (admin only, no patient data)
Hours
25–47
Cost before add-ons
$2,445–$4,575

Technology companies

Core services

  • FinTech stack audit
  • Payment processing review and switch (Stripe)
  • Accounting setup
  • Corporate cards and spend controls
  • Cross-border payments and FX
  • Staff training

Optional services

  • AI workflow setup
  • Funding application support
Hours
20–37
Cost before add-ons
$1,970–$3,625

Built around how your industry actually bills

A drilling program, a seasonal harvest and a progress-draw contract each break a generic chart of accounts in a different way. These are the ones this practice was built on.

Upstream oil & gas

Operators, EPC contractors and oilfield services. AFE lifecycle, JV billings, FTC/EAC forecasting.

Construction & trades

General contractors, subcontractors and specialty trades. Job costing, WIP and holdback accounting.

Farms & agriculture

Seasonal cash flow planning, input costing and year-end records built around the growing cycle.

Professional services

Consultants and owner-managed firms billing time and retainers, with clean compensation planning.

Startups & incorporations

New ventures that need the finance function designed properly the first time, not cleaned up later.

Hospitality & logistics

Local service businesses with shift payroll, tight margins and daily cash movement to track.

Every project starts with a written estimate showing a low and high hour range per service. All prices are in Canadian dollars.