SR&ED Evidence Check-In
A monthly evidence habit for Canadian teams that want SR&ED to be easy at year-end instead of reconstructed from memory.
Keep technical uncertainty, experiments, payroll allocation, contractor work, tickets, commits, and decision history organized while the work is still fresh.
Grant & Funding
Support Offer
Branded Path
Best for teams that are actively building and do not want to rebuild the SR&ED story at tax time.
$250–$1,000+/mo
Monthly check-in
Best Fit
Why This Offer Exists
This keeps SR&ED evidence warm through the year so the final review is faster, clearer, and less disruptive.
What You Get
Deliverables designed to move the account forward.
Each engagement is scoped to turn support confusion into a structured path with clear next actions.
Monthly Evidence Review
Review what changed this month and capture the work while technical context is still fresh.
Technical Uncertainty Log
Maintain the uncertainty, experiments, failed attempts, and resolution trail that usually gets lost by year-end.
Payroll and Contractor Prompts
Keep time allocation and eligible people in view so the financial side is not rebuilt from rough estimates.
Quarterly Readiness Summary
Create a running summary that can become an advisor-ready packet when the fiscal year closes.
You Should Consider This If
The team is still doing the work and can explain decisions now.
Evidence lives in GitHub, Jira, Slack, docs, spreadsheets, or email and needs a monthly checkpoint.
The company wants lower year-end friction and a cleaner handoff to its accountant or SR&ED advisor.
Typical Outcomes
- Clear next steps instead of fragmented funding research.
- Better partner and software fit for the real operating goal.
- Less wasted time on support paths that do not match the business.
How It Works
A clear sequence from diagnosis to action.
Set the Evidence Baseline
Start with the current projects, fiscal timing, people involved, and available evidence sources.
Run Monthly Check-Ins
Capture new uncertainty, experiments, artifacts, missing records, and allocation notes every month.
Prepare Year-End Handoff
Turn the accumulated evidence into a concise packet for the company, accountant, or SR&ED specialist.
Next Step
Make the support path concrete before more time gets wasted.
These offers are built for organizations and founders that need a sharper path from support goals to execution.
Related Offers
SR&ED first paid step
SR&ED Readiness Sprint
A short, structured sprint for Canadian companies that need to know whether technical work is worth preparing for SR&ED before the claim window shrinks.
Core Offer
Modernization Support Plan
A focused planning engagement for organizations that need a serious path for modernization, workforce growth, training, export readiness, or operational transformation.
Managed Premium Offer
Support Execution Concierge
A managed engagement for organizations that need help coordinating evidence, partners, implementation, and readiness work after the strategy is clear.