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Technology leadership

for growing

accounting firms

You may already have an IT provider, software vendors, and capable staff. But someone still has to make sense of the bigger picture, decide what matters, and keep the work moving.
 

We help accounting firm owners carry less of that burden.

Fractional CTO and technology advisory services for accounting firms across Canada.

How We Help

Start with clarity. Then carry the work forward.

Most firms don’t need more technology thrown at them. They need a clear view of where things stand, a practical plan, and someone responsible for helping move that plan forward.

Our work usually begins with a current-state review and can continue with ongoing technology leadership and project support.

Digital Adoption

Current-State Technology Review

Understand where your firm stands today

We review your systems, workflows, security, vendors, documentation, and staff experience to identify what is working, where the risks are, and what deserves attention.

Most

Firms

Start here

Fractional CTO

Fractional CTO

Ongoing technology leadership for your firm

We help ownership set priorities, evaluate options, coordinate vendors, manage risk, and keep technology aligned with the direction of the firm.

IT Consulting

Technology Project Leadership

Keep important projects from stalling.

We provide planning, coordination, vendor oversight, staff communication, and follow-through for technology initiatives that need clear ownership.

Not sure where to start? A first conversation can help clarify what is actually needed.

Technology still matters. It just shouldn't require so much of the owner.

What Changes

Less uncertainty. Fewer loose ends. More time to lead your firm.

The goal is not to remove ownership from important technology decisions.

 

It is to remove the research, coordination, follow-up, and uncertainty that keep those decisions sitting on your plate.

With the right leadership in place, you have a clearer view of where things stand, what needs attention, and who is responsible for moving it forward.

Clearer decisions

Get practical recommendations instead of competing opinions, vague options, and another pile of research to work through.

Better follow-through

Projects, vendors, and internal responsibilities keep moving even when ownership is focused elsewhere.

More confidence

Understand where the firm stands with security, systems, spending, risks, and priorities.

More time to lead

Spend less time chasing technology issues and more time on the work only you can do.

Better technology is part of the result. The real value is carrying less of the work around it.

Tech headaches

A Different Role

Technology support and technology leadership are not the same thing

Your IT provider may be doing exactly what you hired them to do.

They keep systems running, handle support, manage infrastructure, and respond when something breaks.
 

Software vendors understand their own products. Staff understand where the day-to-day frustrations are.
 

What is often missing is someone looking across the whole firm, deciding what matters, connecting technology to business priorities, and making sure the right work moves forward.

The gap is not support. It is ownership.

a ceo woman across the desk from a techn

IT support

Keeps the technology environment running and responds to technical issues.

Software Vendors

Support the products they provide and advise on how those products can be used.

Technology Leadership

Looks across the firm, weighs competing priorities, connects decisions to business goals, and takes responsibility for moving the right work forward.

In Practice

Trusted with more than the technology

This work depends on trust. It means understanding the business, communicating clearly, and taking responsibility for moving important work forward.

Michael

Jordy has been an absolute game-changer for our firm. He overhauled our cloud network, making file sharing and collaboration faster and more efficient for our team.

 

He built automation and KPI tracking for our outbound sales and marketing, implemented phone systems with call reviews, and even helped design scripts and coach our sales team to improve their close rates.

 

But beyond all the technical expertise, Jordy is one of the most genuine, personable people I’ve ever worked with. His ability to combine strategy, technology, and people skills is truly rare, and we’re lucky to have him.

Hanno

Hanno Grohne, CPA, CA
 

I worked with Jordy for six years, and now he’s the only IT person I trust with my own business.

 

He’s not just great at IT, he actually communicates like a human and helps businesses grow.

Michelle

Michelle Ratcliffe, CPA, CA, CPA(WA)

I have had the pleasure of working with Jordy both in my current role and at a previous company, and I can confidently say that he is the best IT professional I have ever worked with.

Different firms need different things. The value is having someone who can see the whole picture, work with the people involved, and keep the right work moving.

Built for owner-led accounting firms

When the firm has outgrown informal technology decisions

For accounting firms of roughly 5 to 25 staff that need clearer direction, stronger coordination, and someone responsible for the bigger picture.

You may already have good IT support. What is missing is often the leadership connecting it all to the business.

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