Our story

Built by Big 4 veterans, designed for how work should feel

We founded after years inside the largest professional services firms—where excellence was the standard, but adopting AI at the pace clients deserved was not.

Why we started

Our founding team spent many years in Big 4 firms—serving complex clients, navigating CRA reviews, and delivering the caliber of work founders expect from top-tier advisors.

We also saw how slowly large organizations adopt AI. Manual processes, layered approvals, and legacy tooling meant clients often waited longer and paid more than they should—for the same quality of advice.

We founded to change that. An AI-first firm where experienced professionals and intelligent software work together—so you get Big 4–grade SR&ED, tax, and finance services that are cheaper, faster, and built around your business from day one.

What we stand for

These principles shape every client relationship, product decision, and line of advice we deliver.

Human first

Humble, positive, people-led

AI should make expert advice more accessible—not more impersonal. We stay humble about what technology can and cannot do, bring a constructive mindset to every engagement, and put real professionals in the room when judgment matters. You work with people who listen, explain clearly, and treat your business like it matters—because it does.

Intensity

We are dedicated to our clients with the focus you would expect from a top firm, without the bureaucracy that slows one down. That means responsive communication, tight preparation before deadlines, and teams that treat your filing season, tax year, and monthly close as priorities—not afterthoughts. When something needs attention, we do not wait for the next status meeting to act.

True north

We always orient toward what is right for the client, not what is convenient for us. That shapes how we scope work, design software, and recommend next steps—whether you need SR&ED support, tax planning, or bookkeeping that stays clean year-round. If a simpler path serves you better, we will say so. Our goal is your long-term confidence, not a larger invoice.

Ownership

We take responsibility for outcomes, not just deliverables. Our team does not hide behind handoffs, vague advice, or “that is outside scope” when you need clarity. From technical narratives and CPA-reviewed filings to books your accountant can rely on, we stand behind the work we do with you—and stay accountable until the job is done properly.

Work with a team that moves at your speed

SR&ED consulting, tax, bookkeeping, and self-serve software—one AI-first team built for Canadian founders.