Integrated perspectives

Outdated processes drain capacity and limit growth—aligned systems empower your firm to scale, lead strategically, and serve clients better.

Great clients communicate clearly, collaborate openly, embrace technology, and respect the process—creating space for better advice and stronger partnerships.

Build smarter structures and plan with intention—using real data to align capacity with demand for sustainable, profitable firm growth.

CPA firms are evolving from tax-focused roles to holistic advisors, integrating wealth management to meet growing client needs and expectations.

Selling your accounting practice? A simple revenue multiple won’t cut it—true value lies in structure, fit, and strategy.

Attracting top talent starts with rethinking your firm—flexibility, fair pay, and culture matter more than ever in accounting.

Selecting the right clients boosts profitability, team morale, and service quality. CPA firms thrive by prioritizing high-value clients, refining selection processes, and embracing a quality-over-quantity mindset.

CPA practice owners can reduce stress through smart strategies—client management, automation, delegation, value-based pricing, and well-being initiatives—to build a sustainable, thriving, and future-ready firm.

CPA firms must embrace partnerships, data-driven strategies, and digital enablement to drive growth. Ecosystem collaboration, influencer marketing, and technology integration will shape accounting’s future in 2025.

CPA firms can strengthen client relationships, future-proof their business, and generate new revenue by expanding into wealth management. Is it time to retool?

The accounting profession is evolving rapidly. By adopting technology, prioritizing client relationships, and integrating wealth planning, accountants can transform challenges into opportunities for lasting success.

Accountants are evolving into sustainability leaders, integrating climate action, bridging skills gaps, and embedding long-term value into business strategies.

AI transforms accounting by automating tasks, enabling CPAs to focus on integrated planning, enhancing relationships, diversifying revenue, and career satisfaction.

When an entire month is designated by governments around the world in order to raise awareness and education, you know that it is likely something worth taking notice of. October is Cybersecurity Awareness Month in Canada and abroad and was launched in 2004 to help organizations and the general public understand the importance of cybersecurity. The theme for this year is step up your cyber fitness

Small businesses drive Canada’s economy, but staying afloat is tough. Accountants are essential partners, guiding owners through business and personal finances.