Accounting firms · Burnaby, BC
AI automation for Burnaby accounting firms.
A lot of Burnaby accounting work is not tax season work. It is month-end close, reporting packages, and outsourced controller services for tech companies and light industrial operations that are too big to run on a bookkeeper and too small for a full finance team. That work repeats every month, which makes it exactly the kind of work a system should carry. We map how each close actually runs, write it down with an owner, and only then automate the parts that do not need an accountant's judgment.
Month-end is the busy season that never ends.
Twelve times a year, every client needs the same steps: bank and card reconciliations, accruals, the payables and receivables check, a reporting package with commentary. Each close follows the same pattern, yet most firms rebuild it by hand from last month's file. The hours add up quietly, and month-end bleeds into the middle of the month. Clients get their numbers late, decide without them, and start to wonder what the monthly fee buys.
A close checklist that runs itself.
We turn each client's close into a documented process with an owner, then automate the steps that do not need judgment. Statements get pulled, reconciliations get prepared, variances over your threshold get flagged, and the reporting package gets assembled for a person to review and comment on. Your staff spend the close on the numbers that moved, not the numbers that did not. Clients get their package days sooner, and the close no longer depends on which staff member happens to know that client.
SR&ED support without the shoebox.
Burnaby has plenty of companies doing development work that may qualify for SR&ED. The claim depends on records that are rarely kept as the work happens. A system can collect time, project notes, and contractor invoices through the year and organize them by project, so the claim is built from records rather than reconstructed from memory. Your team still decides what qualifies. They just stop spending weeks digging for the evidence, and the client stops getting a list of questions about work they did a year ago.
Common questions.
Our clients use different accounting platforms. Can one system cover them all?
Yes. We build around the platforms your clients already run, and the close process stays the same across them. Your team sees one view of where every client's close stands, whatever software sits underneath.
Can it write the commentary in our reporting packages?
It can draft it from the variances and flag what changed. A person reads it, edits it, and decides what the client actually needs to hear. The draft saves the blank page, not the thinking.
We bill fixed monthly fees. Does this change our pricing?
It changes your margin. The fee stays the same and the hours behind it drop, which is what makes fixed-fee advisory work worth growing. Most firms use the freed hours to take on more clients at the same headcount.
What if it does not work?
The guarantee is simple: we add one full-time role of capacity within 90 days, or we keep working until we do.
Accounting firms in other cities.
The next step
Find out what this looks like in your business.
One call. We talk through the operation and tell you honestly whether there is enough money on the table to be worth it. Read about how we work or see where we work, including accounting firms and businesses in Burnaby.