How We Streamline Your SR&ED Claim Process

At Ledger & Strategy (L&S), we streamline the SR&ED process using modern, AI-enabled data capture and structuring systems designed to simplify documentation, reduce the time and effort required from your team, and strengthen the quality and defensibility of your claim—while helping maximize your SR&ED return.

Whether you are new to SR&ED or already claiming, our approach is designed to make ongoing documentation and claim preparation faster, clearer, and far less disruptive to day-to-day operations.

AI-Enabled Software Built Around Your Workflow

We use AI-assisted structuring with simple text-based capture tools, in conjunction with platforms such as Google Sheets, Basecamp, and Jira, to create a simple, efficient record-keeping system that supports clear documentation and CRA-ready reporting.

Your team uses our text-based system to quickly capture notes, photos, videos, and updates as work happens. That information is automatically organized, time-stamped, and structured—with AI support—so it flows directly into your SR&ED technical narratives and claim forms, with minimal manual effort.

What is SR&ED typically worth?

For BC-based Canadian-Controlled Private Corporations, SR&ED commonly returns around 45% of eligible costs.

Example:
$50,000 in eligible wages (before materials or equipment are included) → approximately $32,000 in refundable tax credits
(using the proxy method)

Many companies qualify without realizing it—especially those doing process improvements, troubleshooting, prototyping, or testing.

Actual results vary based on facts and eligibility.

Our systems are designed around what matters most: producing strong, defensible SR&ED claims.

You gain:

• organized, audit-traceable project records

• clear technical summaries aligned with CRA expectations

• structured supporting evidence tied to timelines and activities

• smoother claim preparation and review support

Our approach is built by accountants, engineers, and SR&ED specialists, and designed around CRA guidance and audit best practices.

Tailored, Business-Focused Expertise

Every business is different. We take the time to understand your operations, industry, and development activities so no eligible work or expense is overlooked.

We work closely with you to:

• identify qualifying projects and expenditures

• design a documentation workflow that fits how your team actually works

• build a repeatable process that improves year over year

• prepare accurate, optimized SR&ED claims

End-to-End SR&ED Support

From start to finish, we handle every stage of the SR&ED process so your team can stay focused on running the business.

Our services include:

• initial eligibility and project assessment

• documentation system setup and ongoing guidance

• preparation of technical narratives and financial documentation

• CRA form completion and full claim submission

• complete support and representation during CRA reviews or audits

Ledger & Strategy is a Canadian accounting and SR&ED consulting firm focused on building modern, defensible approaches to scientific research and experimental development claims.

Start with a Free SR&ED Review

If you’re working on process improvements, troubleshooting, prototyping, testing, or development work, you may be eligible for SR&ED.