Integrated perspectives

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.

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.

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

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

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

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

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