Firm360

Firm360 is a practice-management and advisory brand serving accounting firms and CPAs in Canada. Its collaborative, integrated approach helps practitioners improve operations, meet professional obligations, and understand their firm’s performance while focusing on clients and growth. The brand combines management expertise with technology and industry best practices, tailoring solutions to each firm’s structure and needs.

Services include outsourced managing-partner support, workflow and client-engagement management, billing and accounts-receivable processes, and customized reporting. Firm360 also assists with human resources, including onboarding, training, policies, resource allocation, and performance evaluations. Its compliance offering covers risk management, quality assurance, standardized file processes, and practice-inspection support. Digital transformation services include cloud access, backup and recovery, paperless workflows, client portals, data security, and Microsoft-based solutions. Additional support includes monthly financial reporting, business contracts, shareholder agreements, corporate structuring, corporate finance, and tax-litigation support.

Firm360 aims to help firms streamline processes, allocate resources effectively, identify performance gaps, and plan for sustainable growth through practical guidance and tailored roadmaps.