Resources

The SpeedNum blog

Practical writing for Canadian accounting firms: CRA deadlines, workflow, pricing, capacity planning and the systems that keep a practice from missing a date.

Written for practitioners, not for search engines.

Latest posts

9 posts for Canadian accounting firms

Product

From services catalogue to signed letter: engagement letters in SpeedNum

A walkthrough of SpeedNum engagement letters: build a priced letter from your services, send a branded no-login link, and collect e-signatures on the record.

March 2027 · 5 min read

Opinion & benchmarks

What SMB clients now expect from their accountant (and what they'll leave over)

The service baseline small-business clients now assume — e-signatures, proactive deadline warnings, a branded portal, fast answers — and where firms lose them.

March 2027 · 6 min read

Opinion & benchmarks

The solo CPA's first hire: when, who, and the math nobody shows you

When a solo practice should hire, why the first hire is usually admin or systems rather than a junior accountant, and the capacity signals that say it is time.

February 2027 · 6 min read

How-to

PIPEDA for accounting firms: a working compliance checklist

What PIPEDA requires of firms holding client financial data — consent, safeguards, breach response, retention — plus Quebec's Law 25 and provincial overlays.

February 2027 · 9 min read

Deadlines & compliance

Quebec's two-administration problem: CRA and Revenu Québec deadlines together

Quebec practices file with two tax administrations — CO-17 with Revenu Québec, T2 with the CRA, QST alongside GST. How firms run one calendar for both.

February 2027 · 8 min read

How-to

Rolling out a client portal without losing half your clients on the way

A rollout plan for a firm client portal: segment clients, migrate in waves, script the announcement, and keep an off-ramp for the clients who will never log in.

February 2027 · 7 min read

How-to

Capacity planning before T1 season, in one afternoon

A lightweight way to work out whether the firm can actually absorb the coming season — using the records you already have rather than a new spreadsheet.

January 2027 · 6 min read

Opinion & benchmarks

Pricing recurring services when every client is a special case

Why per-client pricing drifts, what a services catalogue with overrides fixes, and how to raise fees on a recurring book without a negotiation per client.

January 2027 · 7 min read

Deadlines & compliance

Why the deadline spreadsheet always fails eventually

The three failure modes of a hand-maintained compliance calendar — staleness, single ownership and silent divergence — and what replaces it.

December 2026 · 5 min read

Reading about it is the easy part.

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