Join a community of SR&ED Self-Starters

What you get

Exclusive content to help you create your own SR&ED claim. This will cover both financial know-how and technical report writing mechanisms empowering you to navigate your SR&ED journey. All of this in a live virtual classroom setting with access to live Q&A to personalize your experience and get clarity on your unique SR&ED situation.

What is the format

A power packed live interactive course with your company alone to ensure maximum personalization and security for your confidential information .

When can I start

We run our course on your schedule which means that you have full freedom to schedule time for the course.

What content do you cover

Our course is structured as modules:

  • Module 0 - An introduction to SR&ED, pre-recorded and shared as preparatory material
  • Module 1 - Essentials of the technical report, best practices and red flags to avoid. We dive into and dissect a sample claim.
  • Module 2 - Essentials of the financial schedule, how to complete it and accounting for key scenarios again, through the lens of a sample claim.
  • Module 3 - Setting up your internal operations for SR&ED success. This will cover documentation hacks and audit readiness strategies.

Who is this best for

Founders with startups under $50K in salaries or contractor expenses for technical roles.

Bonus

After the course, if you would like us to handle your SR&ED claim end to end, any amount paid for the course will be credited towards our full-service fee.