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Every issue of The Curated — researched and written for partners at independent Canadian CPA firms.

005
July 14, 2026
The Practice Economics Issue
The Lead Vendor Moves Firm in Focus Practice Intel

Everyone quotes $270,000.
Almost nobody earns it.

The $270,000 median owner draw is the number the profession quotes. It is a median across all firm sizes, and for most independent firms it is a mirage. This issue examines the number behind the number, and introduces Practice Pulse, a tool for measuring your own.

$270K median, and why most owners never see it
Karbon, Ignition and the repricing of the stack
LiveCA, Canada's first fully online firm, in focus
004
June 25, 2026
The Capacity Issue
The Lead Vendor Moves Firm in Focus Practice Intel

The talent shortage is not a hiring problem.
It is a structural one.

Canadian CPA firms are navigating a demographic shift, not a tight market cycle. This issue covers the supply-side data, CPA Canada's governance restructuring, two new AI agent launches, and five actions for partners.

75% of Canadian CPAs near retirement age
Karbon Kai + Countable Luka launch
Welch LLP, Ottawa, in focus
003
June 17, 2026
The AI Issue
The Lead Firm in Focus Vendor Moves Practice Intel

Your clients are already using AI.
They just haven’t told you.

Nearly 7 in 10 Canadian small businesses now use AI regularly. Most are not asking their accountant first. The 2026 Intuit QuickBooks AI Impact Report puts numbers behind a shift already changing what your clients expect from you.

69% of Canadian SMBs use AI regularly
QBOA discontinued — July 1 billing live
Clearline CPA in focus
002
June 10, 2026
The Consolidation Issue
The Lead Vendor Moves Practice Intel

The nationals are getting bigger.
Here is what that means for you.

MNP has absorbed 21 BDO offices and is still moving. For partners at independent Canadian CPA firms, the consolidation wave raises questions worth answering now — whether your path is competing or positioning for a transaction.

MNP 150 vs 25 independent offices
CPA Canada membership goes voluntary
Five moves for independent firms
001
June 4, 2026
The Transition Issue
The Lead Firm in Focus Vendor Moves Practice Intel

QuickBooks Desktop 2023 support ended.
Here is what happens next.

May 31 came and went. For firms and clients still on QBD 2023, connected services — payroll, bank feeds, payment processing — are no longer active. This issue covers what that means in practice and how to move forward.

Three migration paths compared
Chan Nowosad Boates in focus
Five steps for the post-EOL window
More issues coming — published regularly