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DIY Operations Resources

JT Strategic Consulting · Digital resources

Less chasing. Clearer handoffs.
More time for the work.

Practical, self-guided toolkits for accounting firms and founders. Choose one workflow to fix or work through a broader operations reset, using the tools you already have.

Fix document collection

Document Chase Kit

For small accounting and bookkeeping firms tired of repeated requests and missing client documents.

  • Client intake checklist and request / reminder templates
  • Outstanding-items tracker blueprint, handoff and escalation rules
  • Simple automation blueprint and a review scorecard

C$49 + HST

C$55.37 including 13% HST · PDF download

View the Document Chase Kit →

Reduce the founder bottleneck

Founder Load-Lightening Kit

For founders who want fewer follow-ups, clearer ownership and less day-to-day work stuck with them.

  • Five workflow fixes: intake, document follow-up, handoffs, repeat questions and weekly review
  • Copy-ready templates and a ten-working-day pilot plan
  • Before-and-after scorecard to see what has changed

C$299 + HST

C$337.87 including 13% HST · Digital workbook

View the Founder Kit →

Self-guided digital downloads. Live consulting and custom implementation are not included.

Start small, for free.

The Document Chase Checklist gives you 10 practical fixes to reduce missing documents and repeated follow-ups.

Get the free checklist →

A few things to know

Which kit should I choose?

Choose the Document Chase Kit for a focused document-request process. Choose the Founder Load-Lightening Kit to work through five recurring workflow problems across your business.

Does a kit include consulting or setup?

No. These are self-guided downloads you work through at your own pace. If you want help choosing or implementing a fix, book a free 15-minute call to discuss a Clarity Session or consulting sprint.

Do I need new software?

The resources are designed around the tools you already use. They help you clarify requests, ownership, templates and follow-up before adding automation.

Prefer hands-on help? Book a free 15-minute call.
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