Case Study: How a SRED Specialist Packages Their Workflow

The Setup

Maria is a SRED specialist in Toronto. She's been helping Canadian tech companies claim SR&ED tax credits for 12 years. She does 40 engagements per year at $1,500 each = $60,000 in annual revenue.

Her Process (Every Time)

1. Connect to client's QuickBooks — pull expenses
2. Categorize by CRA eligibility
3. Calculate federal and provincial credits
4. Flag documentation gaps
5. Generate T661 summary

She's done this 480 times. Steps 1-5 are identical every time.

On ToRivers

Maria packages steps 1-5 as an automation. Input: QuickBooks OAuth + company profile. Output: SRED eligibility report + T661 draft. Price: $5 per execution.

The New Math

| Metric | Consulting | ToRivers | |--------|-----------|----------| | Revenue per engagement | $1,500 | $5 | | Engagements per year | 40 | 10,000 | | Annual revenue | $60,000 | $32,500 passive | | Hours worked | 800 | ~20 | | Revenue per hour | $75/hr | $1,625/hr |

Maria doesn't replace consulting. She adds passive income. The automation handles routine. She keeps complex cases at $1,500.

Why Buyers Pay

An accountant who does 5 SRED cases per year isn't a specialist. They spend 4 hours per case researching eligibility rules. Maria's automation gives specialist-grade output in 30 seconds for $5.

They charge their client $1,500. They pay Maria $5. Everyone profits.