Every issue of The Curated — researched and written for partners at independent Canadian CPA firms.
Canada is short of accountants, and it will stay that way. This issue is about the firms building leverage instead of hiring their way out, through capacity planning, systematized delivery, and automation.
Every major platform shipped an AI agent that works inside the engagement in 2026, and Caseware built a framework for governing them. The agentic turn, read from the outside.
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.
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.
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.
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.
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 For firms and clients still on QBD 2023, connected services — payroll, bank feeds, payment processing — are no longer active.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.