TorontoCPA, CMAEst. 1999
I build accounting firms that run like software companies.
I’m a CPA who used to write code. Twenty-five years at the point where accounting meets technology — automating the parts of this profession that should never have been manual, and living with whatever I ship.
- Years where accounting meets code
- 25+
- Joined the family firm, started automating it
- 1999
- Hubdoc Cloud Accountants, North America (2018)
- Top 50
- Following the work on LinkedIn
- 7,000+
Years where accounting meets code
Joined the family firm, started automating it
Hubdoc Cloud Accountants, North America (2018)
Following the work on LinkedIn
You're building a business
Books, tax and structure, handled by a firm that works the way you already do.
This is the half that leaves. The accounting work happens at CPA4IT, because a firm is better at it than any one person.
You're running a firm
What I'm testing, what's working, and what's overhyped. Including the failures.
This is the half that stays. Ideas, rooms, experiments and the community being built around them.
The accounting work happens at CPA4IT. This site is for the ideas, the rooms and the experiments.
I joined my dad’s firm in 1999 and immediately tried to automate it.
Everyone told me the profession didn’t work that way. They were right for about a decade.
Twenty-five years later I run a firm that’s paperless, cloud-native and largely automated — and I spend most of my time helping other people get there.
Your rate isn't your ceiling. Your calendar is.
This is a model with a hard end to it. Move the sliders and watch how much of that end is your rate, and how much is just hours you have to be awake for.
Your inputs
Which means
Billing 1,472 hours a year. That’s 74% of a conventional 2,000-hour working year spent on work you can actually invoice — admin, sales and everything else sits on top.
What that time earns
$139,840
−$34,481 gone
Nothing replaced it, because nothing was earning except you.
There is a number at the end of that bar. Raising your rate moves you along it; it doesn’t move the end. That end is your calendar.
A modern accounting firm built around entrepreneurs, technology and smarter workflows.
Visit CPA4ITA course library for owners and firms, and the community being built around it.
Years of courses — Canadian tax, incorporation, worker classification, AI, the tools a practice actually runs on — in Start, Grow and Thrive bundles. Thrive carries the community.
Browse the libraryThe in-person front door to that community — a small group of owners, on an island, for one evening.
The best conversations at industry events rarely happen on the stage. They happen after the session. Over dinner.
Apply for the next oneReal conversations about AI, automation and the future of accounting.
No polished keynote. No AI fairy dust. Just practical experiments, ideas and lessons from inside a real accounting firm.
Watch on FacebookLake Effect — Dinner with people who get it.
Running a business is lonely, and the people who understand it are busy running theirs. So a few times a year I get a small group of owners on a ferry.
KeynoteJim Harris— Author, Blindsided!
Plus free seats held for CPA and CPB students.
- Date
- Wednesday 30 September 2026
- Time
- 6:00 – 10:00 PM
- Where
- RCYC Island Clubhouse, Toronto Island
Four arguments, written down.
The next room is small on purpose.
A few times a year I get a group of owners in a room in Toronto. If that sounds like your kind of evening, put your name in.
Managing Partner, CPA4ITChartered Professional AccountantCertified Management AccountantSpeaker, Intuit QuickBooks Get Connected