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Press & insights

News from the
practice floor.

Firm announcements, press mentions, and short field notes from the work we do across Finance, Tech and Consulting. Updated when there is something genuinely worth saying — usually once or twice a month.

LatestMay 2026
Cadence~2/mo
TopicsTax · Tech · HR
Archive2019–now
Featured · May 2026

The work we're
writing about this month.

Featured story
May 12, 2026 · 6 min read

SR&ED 2026 — what changed,
and the three filings you should redo.

The 2026 SR&ED rule changes raised the expenditure cap and softened the contract-research treatment. For three specific filing patterns we see most often, it's now worth revisiting last year's claim.

By the Tech practice
Read the piece →
Inside the story

What you'll get out of it

  • 01
    Expenditure cap

    The new cap, who it applies to, and the documentation you'll need to substantiate it on review.

  • 02
    Contract-research treatment

    When an arm's-length contractor's work now counts, and the narrative pattern that makes it stick.

  • 03
    Filings worth amending

    A three-question test to decide whether your 2025 claim is worth re-filing under the new rules.

SR&ED Grants Federal tax
Recent posts

Field notes & press —
most recent first.

Short pieces from the Finance, Tech and Consulting teams. We write when we have something concrete to say; we don't post for the sake of a content calendar.

FIELD NOTE · TAX

April 28, 2026 — The T2 deadline you're probably missing

Six months after fiscal year-end isn't the only deadline that matters. The instalment one bites earlier, and most owner-operators miss it the year their business crosses $500K.

By the Finance team4 min
FIELD NOTE · TECH

April 14, 2026 — Why we moved off QuickBooks Desktop for the last client

The last of our clients on QuickBooks Desktop migrated in March. A short retrospective on what made the holdouts wait — and what changed their minds.

By the Tech team5 min
PRESS · MENTION

March 22, 2026 — Cited in Canadian Accountant on cloud-first practice design

A short feature on small-firm operating models. Our fixed monthly fee structure and "no timesheet" stance get a paragraph.

Canadian AccountantExternal
FIELD NOTE · HR

March 10, 2026 — The comp framework we built for a multi-clinic dental group

Standardizing compensation across six clinics, with three legacy benefits plans. The framework — and the rollout — in plain English.

By the Consulting team7 min
FIELD NOTE · OPS

February 24, 2026 — A 13-day close calendar that survives quarter-end

What we changed when our manufacturing client's month-end stopped landing on day 13 every other quarter. A short post on owner accountability, not software.

By the Consulting team6 min
FIRM · ANNOUNCEMENT

February 11, 2026 — Two senior hires across the Tech and Finance practices

A senior cloud implementation lead and a CPA tax specialist join the team. Both based out of the Vaughan office, both bringing 12+ years of practice.

Muia BP2 min
FIELD NOTE · TAX

January 27, 2026 — HST: Quick Method vs Regular, the 2026 maths

The annual recalc. With the rate adjustments effective Jan 1, the Quick Method now favours a different subset of service businesses than it did last year.

By the Finance team5 min
FIELD NOTE · TECH

January 13, 2026 — Odoo for a four-channel DTC business

What we kept from Shopify-as-source-of-truth, what we moved into Odoo, and the landed-cost calculator we built around them both.

By the Tech team8 min
PRESS · INTERVIEW

December 18, 2025 — Year-end conversation with Vaughan Business Today

A short Q&A on what the year looked like for small businesses in the GTA, and what we're advising for the calendar-year close.

Vaughan Business TodayExternal
Press & awards

Where we've been
quoted, cited, or honoured.

A short, factual list. We don't take ad space or pay for placements — every mention below was earned by the work.

2022 · Award

Readers' Choice — Platinum

Toronto Star / TorStar Community Brands. Best Accounting Firm, Vaughan. Voted by readers across the GTA.

2023 · Recognition

Top 25 SMB Advisors — Ontario

Ontario Business Report. Selected among 25 advisory firms recognized for measurable client outcomes.

2024 · Press

QBO ProAdvisor Spotlight

Intuit Canada. A short profile of the cloud migration practice and the team's certification track record.

2024 · Citation

Canadian Accountant Magazine

Quoted on small-firm operating models, fractional CFO pricing, and the case against hourly billing.

2025 · Award

Vaughan Chamber — Member of the Year

Recognized for community engagement, in-kind support of local non-profits, and pro-bono advisory hours.

2026 · Press

Globe & Mail — Small Business

Quoted in a feature on cloud accounting migration patterns among GTA construction and trades firms.

Archive

Browse by topic
or by year.

Everything we've published since the firm started. We don't delete pieces when the rules change — we annotate them with a date stamp so you can read the original alongside the update.

By topic
  • Corporate & personal tax 22 posts
  • Cloud migration & ERP 18 posts
  • SR&ED & grants 15 posts
  • HR & people advisory 12 posts
  • Payroll & compliance 10 posts
  • Firm announcements 8 posts
By year
  • 2026 9 posts · ongoing
  • 2025 21 posts
  • 2024 18 posts
  • 2023 14 posts
  • 2022 11 posts
  • 2019 – 2021 12 posts
The monthly letter

One email a month —
that's the deal.

A round-up of what we've published, what's changed in the regulatory calendar, and one short take from a senior consultant on something we've been wrestling with this month.

  • CadenceOnce a month — always on a Tuesday morning
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