FULL SERVICE MANAGEMENT & STRATEGY

Your Path to Profit

Full-service financial strategy & accounting
for less than the cost of hiring help.

Accounting & Bookkeeping

Strategy & Guidance

Systems & Tools

Where’s the profit
from all your hard work?

You work hard for your business. But if you don’t have a system for profit, you’ll always be on the revenue roller-coaster: hustling for the next contract or customer, pricing by instinct, and wondering where your money went.

You can change that with good financial management and a clear strategy. That’s what the Royer Profit System™ is for.

The Royer Profit SystemTM

Finally gain control of your business finances

With year-round guidance, planning, and support.

STRATEGIC PLAN

1. Plan Your Path to Profits

We get to know your business and your financial goals well, so we can support you with expert guidance and accounting services.

First, we get to know your business and create your personalized Path to Profits Plan.

We’ll catch up your books so you have accurate data to work with.

We’ll spend time making sure you understand your reports and numbers so you can work with them

First, we get to know your business and create your personalized Path to Profits Plan.

We’ll catch up your books so you have accurate data to work with.

We’ll spend time making sure you understand your reports and numbers so you can work with them

STRATEGIC PLAN

1. Plan Your Path to Profits

We get to know your business and your financial goals well, so we can support you with expert guidance and accounting services.

INDIVIDUALIZED SUPPORT

2. 1:1 Financial Strategy Sessions

We’ll sit down with you each month to work on your Path to Profits, asking key questions, setting up systems to support you, and optimizing your business for profitability.

Together, we’ll identify profit-draining clients, hidden expenses, and missed opportunities

Find exactly which of your products or services are profitable, and which are costing too much

Plan for cash flow, taxes, pricing, hiring, and sustainable growth

Together, we’ll identify profit-draining clients, hidden expenses, and missed opportunities

Find exactly which of your products or services are profitable, and which are costing too much

Plan for cash flow, taxes, pricing, hiring, and sustainable growth

INDIVIDUALIZED SUPPORT

2. 1:1 Financial Strategy Sessions

We’ll sit down with you each month to work on your Path to Profits, asking key questions, setting up systems to support you, and optimizing your business for profitability.

COMPLETE SERVICES

3. Full-Service Accounting

We’ll support you with monthly and year-end bookkeeping and accounting.

Monthly financial statements you’ll actually understand
Corporate tax return (T2) and personal returns
Ongoing tax planning and installment management
Government Filings:

  • GST/HST and PST (sales tax)
  • WorkSafe / WSIB (payroll-related)
  • T4 slips (year-end payroll)
  • T5 slips (dividends)

Optional add-ons including payroll, time tracking, vendor payments, and more.

All key software is included. No extra fees for tools like QuickBooks, Dext, Plooto, WagePoint, or Buddy Punch.

Monthly financial statements you’ll actually understand
Corporate tax return (T2) and personal returns
Ongoing tax planning and installment management
Government Filings:

  • GST/HST and PST (sales tax)
  • WorkSafe / WSIB (payroll-related)
  • T4 slips (year-end payroll)
  • T5 slips (dividends)

Optional add-ons including payroll, time tracking, vendor payments, and more.

All key software is included. No extra fees for tools like QuickBooks, Dext, Plooto, WagePoint, or Buddy Punch.

COMPLETE SERVICES

3. Full-Service Accounting

We’ll support you with monthly and year-end bookkeeping and accounting.

SYSTEMS & TOOLS

4. Financial Management

Get on top of your business with clear financial management systems, processes, and tools that put you in control.

Build the systems that make your business profitable
Monthly & weekly cash flow optimization
12-month forecasting with quarterly updates
Annual budget + monthly variance reporting
Income & expense analysis (quarterly)
KPI dashboards: revenue, gross margin, net profit, and cash
Build the systems that make your business profitable
Monthly & weekly cash flow optimization
12-month forecasting with quarterly updates
Annual budget + monthly variance reporting
Income & expense analysis (quarterly)
KPI dashboards: revenue, gross margin, net profit, and cash

SYSTEMS & TOOLS

4. Financial Management

Get on top of your business with clear financial management systems, processes, and tools that put you in control.

What you get with the Royer Profit System™
vs. a Bookkeeper, Accountant, or Consultant

Royer Profit System TMBookkeeperAccountantConsultant
Monthly strategy callsYesNoNoYes
Forecasting & cash flow planningYesNoNoSometimes
Pricing strategy & job costingYesNoNoSometimes
Full-service bookkeepingYesYesNoNo
Tax prep and filingYesNoYesNo
Real-time financial insightsYesNoSometimesNo
CRA correspondenceYesRarelyYesNo
Audit-proof documentation supportYesRarelyNoNo
AccountabilityYesNoNoYes

“Seeing profits in our business”

Before working with Andrew, we struggled to understand the financial health of our business and had no cash flow management.

Thanks to his team’s excellent communication and timely delivery, we’re seeing profits and have confidence in our financial data.

Natasha Tatton, Sea To Sky Sourdough BReD Inc.

Questions & Answers:

Q: Isn’t this what my bookkeeper or accountant is for?

A: Most business owners work with accountants and experts to file their taxes, but that doesn’t help them run their business better. With the Royer Profit SystemTM, you’ll get it all: the “usual” needs like bookkeeping and taxes AND support from your financial strategist to help you make the most of it all.

Q: We already have someone in-house doing the books. Is this still for us?

A: Yes! Because bookkeeping alone doesn’t build profit.

A key part of the Royer Profit System™ is up-to-date, accurate, and high-quality bookkeeping. In order to ensure you have that level of bookkeeping, we include doing your books in the service.

However, the truth is most people are not trained to do bookkeeping to the level we need, and our team excels at it. In the end, you will save more money using our bookkeeping services.

If you have an internal bookkeeper, they can still support this work, and we can talk about other ways they can support your business.

Q: Can you just do my year‑end tax?

A: Because we have a strong emphasis on strategy and quality, we only do year-end taxes for our monthly clients. When your books are done well, tax time is simpler, and you end up with more profits in your pocket.

Q: We’re busy but our margins are thin. Can you still help?

A: Yes if you’re ready to invest in becoming profitable. Thin margins are often part of a bigger problem. We look at your overall situation and work with you to improve your margins and cash flow. Becoming profitable is a process — we can help you get there.

Build a business
that pays you back

Get the strategy, support, and systems you need to grow without burning out.

Talk to us

We’ll take 45 minutes to map out your biggest financial pain points and goals, and show you what’s really possible when you have the right systems in place.

Get the full picture

When you sign up, we’ll work with you to give you a real understanding of what’s behind your numbers, and a clear plan to fix what’s holding you back.

Build for profit.

With Royer by your side each month, you’ll optimize your business for profit — make clearer decisions, pay yourself well, and finally see the time and money freedom you went into business for.
Royer Service Guarantee

Our Service Guarantee:

The Royer Profit SystemTM is designed to give you more clarity on your numbers, and a path to profits in your business.

If after 90 days, you’re not clear on your path to more profits in your business, we’ll make it right — or return your fees.

The real cost of waiting

Most business owners wait too long to get help managing their finances, and it costs them:

Underpricing jobs: $5,000 – $50,000 per year
Wasted money on payroll and purchases that don’t contribute to your bottom line
Missed tax deadlines & tax penalties: $500 – $5,000+ each time
Constant cash flow stress and uncertainty
Hours of life you can’t get back

Book your free strategy call today and start building your plan for profit.