Step 1 of 10
Check the fit.
A short call. We look at where you are, how big you are, how tariffs touch your business, and what you want to fix.
- You
- Bring your province, rough revenue, and the task that slows your team down.
- Me
- I check which federal and regional programs could match.
Step 2 of 10
Pick the program.
Each region has its own funder and its own rules. I read the current rules and confirm the open questions with the program office.
- You
- Tell me which programs you already use.
- Me
- I never promise a percentage before the program confirms it.
Step 3 of 10
Gather the facts.
An application needs real paperwork: financials, quotes, ownership details and project facts. I coordinate with your team to collect it, and I chase what is missing.
- You
- Point me to the right people and send what I ask for.
- Me
- I keep one checklist so nobody is asked twice.
Step 4 of 10
Write the application.
I do the heavy lifting: the project plan, the budget lines and the case for funding. Some programs want a second quote. I tell you early.
- You
- Answer my follow-up questions.
- Me
- I write every section and explain it.
Step 5 of 10
Review and sign.
You check every number and every claim about your firm, then sign. The application is yours.
- You
- Check each figure, then sign.
- Me
- I walk you through every line.
Step 6 of 10
Apply, then the funder reviews.
I submit the application, under your name where the program allows. Most programs only fund work that begins after you apply, so we do not start paid work until it is safe. The funder may ask questions, and I help you answer.
- You
- Answer any follow-up questions.
- Me
- I confirm the start-date rule first, and I tell you the stated timeline.
Step 7 of 10
Sign the funding agreement.
It sets what is funded, the milestones, and how you claim. We read it together before you sign.
- You
- Read it, ask questions, sign.
- Me
- I explain each clause in plain words.
Step 8 of 10
Build and keep the records.
I build in phases that match the milestones. Invoices and proof of payment go into one folder as we go.
- You
- Approve each phase.
- Me
- I build it and keep the paper trail.
Step 9 of 10
Claim and report.
I prepare each claim and progress report for you to review and send. The funder pays eligible costs under the terms of the agreement.
- You
- Review and send each claim. Ask early whether you pay first and are paid back.
- Me
- I assemble the claim package.
Step 10 of 10
Get paid back, then check the tax credit.
Eligible costs come back under the agreement. If part of the build involves real technical uncertainty, we check SR&ED at tax time. It only covers that slice.
- You
- Share the records with your accountant.
- Me
- I help you separate the eligible work.
Illustration. Sample flow.