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Case study · Port Colborne, Ontario
Moroziuk Media × Books by Jessica
Books by Jessica had grown into a trusted bookkeeping and tax practice. The next step was to give clients the same calm, capable experience online—and give the team a better way to run the work behind it.
The public face
The new site gives a broad range of Canadian bookkeeping and tax services a home that feels simple to navigate, not simple-minded.
A service business that makes unfamiliar financial work feel approachable from the first page.
Bookkeeping, tax, direct selling, gig work and corporate services all get a useful entry point.
Focused service pages, useful resources and booking are designed to work together.
Folio
Folio connects the work clients see with the work the team needs to do—without turning either side into an admin exercise.
Folio was built with Books by Jessica around the practice’s actual workflows: returns, bookkeeping, documents, invoices, appointments, messages and handoffs.
A new system did not mean starting over. Customer records, billing history, intake forms and historic files were migrated and validated so the team could begin with the context it already had.
“Friday night alone proved why your system is going to save my ass a whole lot more often than I could have ever anticipated.”
One client began a basic personal-return interview, then disclosed self-employment income for three years. Folio moved the affected returns into the right workflow, presented the additional forms and recalculated the scope and billing.
No one had to spot the issue or remember to change the invoice. One engagement recovered a significant portion of the initial development cost.
Your operation might need a clearer front door, a better back office—or both.
Tell me what has outgrown the way it is currently working.
gabriel@moroziuk.ca ↗