Many Canadian CPA firm owners are considering retirement in the next 1–3 years but face uncertainty on how to best prepare their practice for sale or succession. Our Retirement Readiness service helps you maximize firm value, simplify the sale process, and create a smooth transition plan for clients and staff.
Key
Benefits
Unlock a higher sale price by presenting a well-structured, buyer-friendly firm.
Reduce reliance on the owner’s personal knowledge and relationships.
Gain clarity on realistic valuations and exit strategies.
Transition staff and client bases with minimal disruption.
Our
Services
Practice Valuation Preparation
- Normalize financials to highlight true profitability
- Review client portfolios to identify strengths and risks
- Benchmark against recent Canadian firm transactions
Succession Planning
- Identify internal or external successors
- Assist with deal structure strategies (earn-outs, staged exits, etc.)
- Develop transition documentation for buyers and new owners
Operational Clean-Up for Sale
- Update client records, engagement letters, and contracts
- Align staffing roles and responsibilities for continuity
- Organize governance and compliance documentation
Owner Exit Strategy
- Personalized timeline planning (1, 2, or 3 years out)
- Tax-efficient retirement and sale planning in alignment with the Income tax Act
- Coaching on communication with clients and team about your retirement plan
Paperless Transition & Distributed Team Enablement
Today’s buyers and clients expect a practice that’s cloud-based, digital-first, and flexible. Our Paperless & Distributed Team service helps long-established firms modernize their systems, reduce overhead, and attract top talent—while making the practice significantly more appealing to buyers.
Key
Benefits
Increase the attractiveness of your firm during sale negotiations.
Eliminate outdated paper-based processes and filing systems.
Enable staff to work remotely or in hybrid roles.
Improve client experience through secure digital tools.
Our
Services
Paperless Office Conversion Analysis
- Analyze your firm’s ability to digitize and securely archive historical files
- Implement encrypted cloud solutions and client portals
- Introduce e-signature, online forms, and digital bookkeeping
Workflow Automation
- Link tax prep, bookkeeping, and CRM platforms for seamless operations
- Automate client reminders, payments, and filing deadlines
- Reduce manual clerical work for staff
Remote & Distributed Team Enablement
- Set up secure remote login and collaboration systems
- Develop work-from-anywhere policies and accountability frameworks
- Provide team training on cloud-based best practices
Technology Integration Support
- Vendor vetting for Canadian-compliant data protection (e.g. servers in Canada)
- Implementation and ongoing support for platforms like QuickBooks Online, Xero, CaseWare Cloud, and Docusign
- Cybersecurity and confidentiality controls for client safety
AI Adoption & Strategy Guidance
Practical support for CPA firm owners ready to explore artificial intelligence, helping identify opportunities, select tools, and implement AI safely and responsibly.
Key
Benefits
Discover how AI can automate data entry, document review, forecasting, and reporting.
Select appropriate AI tools for practice management, tax, bookkeeping, and client communication.
Understand ethical and governance considerations, including Canadian compliance standards.
Position the firm as a technology-forward, future-ready accounting practice.
Scope of
Services
Needs assessment
key areas for AI-driven improvement (efficiency, accuracy, insights).
Tool selection
Evaluation and implementation of leading AI solutions (e.g., Vic.ai, Financial Cents, OtterPilot).
Data organization and integration for AI readiness.
Staff training in AI best practices and risk management.
Ongoing support, compliance, and governance advice tailored to accounting codes and privacy laws.
Contact
Getting Started
Let’s do an assessment to see what makes you tick, where your pain points are, and where we can help.
We serve up small-batch CFO services to local businesses that need solid accounting and finance advice, but don’t need a full-time CFO.
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Hours of Operation
Monday - Friday:
8:30 am - 4:30 pm
address
750 W Broadway #1112
Vancouver, BC, V5Z 1J1