Less admin.
More business. 少做後勤。
多做生意。

Audit-ready data and reporting automation for finance-heavy small businesses in the Greater Toronto Area. 為大多倫多地區、財務工作繁重的中小企業，建立經得起審計的數據和報表自動化。

Built on 10 years in banking analytics and risk. Fixed prices. English and Cantonese. On-site meetings available. 背景是 10 年銀行分析和風險經驗。固定價錢，英語和廣東話服務，可以上門見面。

See packages & prices查看方案和價錢 Request a scope索取報價
Written scope in 3 business days3 個工作日內書面報價Fixed price before any work starts.開工前先定好固定價錢。
Human approval built in內建人工批核Nothing posts to your books until a person approves it.未經人手批核，不會寫入你的帳簿。
You own what we build成果完全屬於你Documented, with a recorded walkthrough.附文件和錄影講解。
English & Cantonese英語 + 廣東話In person across the GTA, remote elsewhere.大多倫多可上門，其他地區遠端。

What we build我們做甚麼

The numbers you need, without the manual month-end你需要的數字，不用再靠人手月結

Most small businesses already own the right software. The gap is the work between systems: exports, spreadsheets and copy-paste that someone redoes every month. That is the part we automate. 大部分中小企業已經有合適的軟件，問題在於系統之間的工序：匯出、試算表、複製貼上，每個月都要有人重做一次。我們自動化的就是這一部分。

Reports that build themselves自動生成的報表

P&L, cash, receivables and margin reports from Xero, QuickBooks and your other sources, on a schedule, with a reconciliation check before each one goes out.由 Xero、QuickBooks 同其他來源按排程生成損益、現金、應收和毛利報表，每份發出前都有對帳檢查。

One clean source of data一個乾淨的數據來源

Spreadsheets, exports and older databases combined into one tested source that refreshes automatically and logs every load.將試算表、匯出檔和舊資料庫合併成一個經過測試、自動更新並記錄每次載入的來源。

Month-end admin, automated月結行政自動化

Invoice capture, bank rules, exception queues and checklists, so your team reviews exceptions instead of typing.發票擷取、銀行規則、異常清單同核對表，團隊只需要審視異常，不用逐項輸入。

Packages & prices方案和價錢

Five fixed-price packages五個固定價錢方案

Each package is quoted as a fixed price in a written scope before work starts. Every option works with tools you already use, so no new platform is needed. Prices are in CAD and exclude HST. 每個方案開工前都會以書面範圍列明固定價錢，並使用你現有的工具，不需要轉換新平台。價錢以加幣計算，未包括 HST。

START HERE首選

1. Monthly Reporting Pack1. 月度報表套裝

$2,500–4,000

P&L, cash, receivables and margin reports built from your books and other sources on a schedule, with a reconciliation check before each one goes out.按排程由帳簿和其他來源生成損益、現金、應收和毛利報表，每份發出前都有對帳檢查。

3–5 weeks · Xero or QuickBooks Online, Google Sheets or Excel3–5 星期 · Xero 或 QuickBooks Online、Google Sheets 或 Excel
START HERE首選

2. Data Consolidation2. 數據整合

$6,000–10,000

Spreadsheets, exports and older databases combined into one clean, tested source that refreshes automatically and logs every load.將試算表、匯出檔和舊資料庫合併成一個乾淨、經測試、自動更新並記錄每次載入的來源。

6–10 weeks · You provide a list of data sources and someone who knows each one6–10 星期 · 你提供數據來源清單，並安排熟悉各來源的同事

3. Custom Invoice Processing3. 自訂發票處理

$3,000–4,500

Handles what built-in tools miss: line items, unusual formats, approval steps or several entities.處理內置工具做不到的部分：明細項目、特殊格式、批核步驟或多個法律實體。

4–6 weeks · You provide sample invoices and your chart of accounts4–6 星期 · 你提供樣本發票和會計科目表

4. Books Autopilot Setup4. 帳務自動化設定

$1,200–2,000

Turns on and tunes the capture and AI reconciliation already in Xero or QuickBooks Online: bank rules, supplier defaults, an exception queue and a month-end checklist.啟用並調校 Xero 或 QuickBooks Online 已有的擷取和 AI 對帳功能：銀行規則、供應商預設、異常清單和月結核對表。

2–3 weeks · Admin access to your books and a list of regular suppliers2–3 星期 · 帳簿管理權限和常用供應商清單

5. Intake-to-CRM5. 查詢自動入 CRM

$1,800–3,000

Web and email inquiries land in your CRM with a summary, and follow-ups go out on schedule.網站和電郵查詢連同摘要自動進入 CRM，並按排程跟進。

2–3 weeks · Web form access and one CRM admin account2–3 星期 · 網站表單權限和一個 CRM 管理帳戶

Care plan維護計劃

$250–500 / month月

Monitoring, fixes and small changes after the first 30 days. Optional, and you can cancel any time.首 30 日之後的監察、修正和小幅調整。自願參加，隨時可取消。

Ongoing持續服務

Planning an Ontario DMAP project? These packages can be listed in a plan's options analysis alongside other vendors. AdminOff pays no referral fees or commissions, does not write DMAP plans and does not act as a Digital Adoption Consultant. 正在規劃安大略省 DMAP 項目？以上方案可以列入計劃的選項分析，與其他供應商並列。AdminOff 不付轉介費或佣金，不撰寫 DMAP 計劃，亦不擔任數碼採用顧問（DAC）。

Selected results部分成果

Work we have already delivered已經完成的工作

Client names are confidential, so these are described without identifying details. 客戶名稱屬保密資料，以下成果不附任何可識別細節。

Data pipeline migration數據管線遷移

Moved a company's on-premise SQL Server, Excel and FTP feeds into an automated cloud pipeline covering more than 15 systems.將一間公司分散在本地 SQL Server、Excel 和 FTP 的數據來源，遷移到涵蓋 15 個以上系統的自動化雲端管線。

Accounting firm month-end會計師樓月結

Automated invoice extraction, bank reconciliation and draft journal entries for an accounting firm, cutting the month-end draft from 3–5 days to a few hours.為一間會計師樓自動化發票擷取、銀行對帳和分錄初稿，月結初稿由 3–5 日縮短到幾個鐘。

How every project is delivered每個項目的交付方式

Built to survive an audit以經得起審計的標準建立

Every project follows the same seven steps, so you know exactly what you get. 每個項目都跟同一套七個步驟，你清楚知道會得到甚麼。

  1. A written scope and fixed price within 3 business days of a request.收到查詢後 3 個工作日內，提供書面範圍和固定價錢。
  2. Built and tested on a test copy with sample data before touching live systems.先用樣本數據在測試副本建立和測試，之後先接觸正式系統。
  3. Human approval: nothing posts to your books or goes to a customer until a person approves it, unless you choose otherwise.人工批核：除非你另有選擇，否則未經人手批准，不會寫入帳簿或發送給客戶。
  4. Least-privilege access through accounts you create and can revoke at any time. No shared passwords.以最低權限運作，使用你自己建立並可隨時撤銷的帳戶，不共用密碼。
  5. An audit log that records every automated action with its time, input and result.審計記錄會記下每個自動化動作的時間、輸入和結果。
  6. Handover with written documentation and a short recorded walkthrough. You own everything we build.交接時提供書面文件和簡短錄影講解，所有成果屬於你。
  7. 30 days of fixes after go-live, included in the price.上線後 30 日免費修正，已包括在價錢內。

Who it is for適合對象

A good fit適合的情況

  • 5–50 person businesses in the GTA: accounting and bookkeeping firms, trading and import companies, professional services.大多倫多地區 5–50 人的企業：會計和簿記事務所、貿易和進出口公司、專業服務。
  • Month-end or monthly reporting that still depends on spreadsheets and manual copying.月結或月度報表仍然靠試算表同人手複製。
  • Teams that want to keep their current software, not replace it.想保留現有軟件而不是更換的團隊。

Not a fit不適合

What we do not take on我們不接的工作

  • Work involving health records or other sensitive personal data.涉及健康記錄或其他敏感個人資料的工作。
  • Work for banks or other financial institutions.銀行或其他金融機構的項目。
  • Large ERP implementations or round-the-clock operational support.大型 ERP 實施或全天候營運支援。

About關於

Jensen, founder of AdminOffJensen，AdminOff 創辦人

  • About 10 years in banking analytics and risk, including leading a team of analysts.約 10 年銀行分析和風險經驗，包括帶領分析師團隊。
  • Has built automations and data-pipeline migrations for clients in Hong Kong and Canada.曾為香港和加拿大客戶建立自動化和數據管線遷移。
  • Works in English and Cantonese, in person across the GTA or remotely.以英語和廣東話服務，大多倫多可上門，亦可遠端。

An independent practice獨立運作

AdminOff operates independently. It never uses any other organization's data, systems or code, and it does not work with personal information of your customers unless it is explicitly agreed and scoped.AdminOff 獨立運作，絕不使用任何其他機構的數據、系統或程式碼；除非雙方明確同意並列入範圍，否則亦不處理你客戶的個人資料。

Request a scope or a short meeting索取報價或預約短會

Tell us what eats your month-end and which tools you use. You get a written scope and fixed price within 3 business days, with no commitment. 告訴我們月結最花時間的地方，以及你正在使用的工具。3 個工作日內你會收到書面範圍和固定價錢，毋須承諾。

Email Jensen電郵 Jensen jensen@adminoff.ca

Replies within one business day. Meetings in person across the GTA or by video, in English or Cantonese. 一個工作日內回覆。可在大多倫多地區面談或視像會議，英語或廣東話皆可。