Accounting firms · Vancouver, BC
AI automation for Vancouver accounting firms.
A Vancouver firm's best clients rarely come one entity at a time. An operating company, a holding company, a family trust, two shareholders with their own returns, all with different year-ends. The work is worth doing, but assembling each file eats the hours that should go to the advice. We build systems that do the assembly, so your senior people spend their time on the judgment calls.
One client, five files, five checklists.
Corporate groups multiply the admin. Intercompany balances to reconcile, shareholder loans to track, dividends that need to match across the T2, the T5 slips, and the personal returns. Most firms hold that picture together in a senior accountant's memory and a workbook only they can read. When that person is on holiday, the file waits. When the group adds a new company, the workbook grows another tab and the risk grows with it. None of that work is billable at the rate the advice is, and all of it lands on your most expensive people.
Staff turnover is a process problem.
Downtown firms compete hard for experienced staff, and every departure walks out with how a dozen client files actually get done. The usual fix is to hire a replacement and hope the handover notes were good. We document each recurring file as a process with an owner, then automate the gathering and staging around it. A new hire inherits a working system instead of a stack of last year's emails, and gets productive in weeks instead of a full season.
What the system handles for a corporate group.
It pulls year-end trial balances and bank statements for every entity, builds the request list from what the group needed last year, and chases each controller or bookkeeper until it arrives. It flags intercompany figures that do not tie, notes shareholder loan balances that need attention before year-end, and stages the file for review. A qualified person still reviews and signs everything. The difference is that they start with a complete file and a short list of questions.
Common questions.
Our clients have in-house bookkeepers or controllers. Who does the system talk to?
Whoever owns each piece. The system knows which person at which entity sends what, and it follows up with them directly, so your staff are not the go-between for every missing statement. Your team only steps in when something is wrong, not when something is late.
We do a lot of tax planning. Does automation touch that?
No. Planning is the judgment your clients pay for. We automate the collection, sorting, and checking that sits in front of it, so your planners start with a complete file and spend their hours on structure, not on paperwork.
How do you keep client data secure across that many entities?
Everything runs in accounts and tools your firm controls, with access set by you. Every automated step is logged, so you can see who touched what and when, which is a better record than most firms keep by hand.
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 Vancouver.