For Independent Accounting Firms
NATIONAL-FIRM DEPTH.
YOUR PRACTICE.
FirmWork extends what every independent accounting firm in Canada can offer — bringing the depth, discipline, and leading edge of a national firm into a practice that stays entirely its own.
100+
CPA Firm Relationships
$200M+
Premiums Placed (2025)
90%+
Warm Introduction Conversion
6
Integrated Capability Pillars
The Gap We Close
Stay independent. Get what the national firms have.
Independent and mid-sized accounting firms — typically under 30 professionals — serve clients with real complexity: incorporated business owners, estate questions, cross-border exposure, succession planning, and more. You have the trust and the relationships. What you often lack is the staffed specialist depth and operational support that MNP, BDO, Grant Thornton, and the Big 4 take for granted.
Without that depth, firms face a familiar choice: lose complex work to national competitors, under-serve loyal clients, or sell the practice and lose the independence that defined it. FirmWork is the fourth option — compete on relationship and capability, not relationship alone.
Why It Works
Curated, Not Listed
Every provider on the FirmWork shelf is vetted continuously — for quality, capacity, fit, and standards. This is curation work, not a directory.
Shared Infrastructure
Platform, document workflow, engagement visibility, and human relationship support — the operational layer national firms build internally, available to independents.
Owned Where It Matters
FirmWork delivers select services directly — including insurance distribution through JBIS — so member firms get depth beyond introductions alone.
How It Works
One membership. Six ways your firm gets stronger.
Join the network
Independent firms join FirmWork to extend what they can offer clients — without adding headcount or giving up their brand, books, or client relationships.
Access the shelf
Vetted specialists and products across insurance, tax, estate, legal, cyber, valuations, corporate finance, and more — brought to your clients through your firm.
Run engagements on the platform
Client portals, provider coordination, document workflow, and status visibility — so complex work runs smoothly without drowning your team in admin.
What You Get
Six pillars. One integrated membership.
The Platform
FoundationThe operating environment where your firm, FirmWork, providers, and clients converge — portals, diagnostics, onboarding, and engagement visibility.
The Vetted Shelf
DepthSpecialist services and products your firm cannot staff internally — continuously reviewed, actively advanced, and matched to independent-firm standards.
The Operating Layer
SupportDedicated relationship support, document workflow, communication infrastructure, and practical ground rules that keep engagements running well.
The Knowledge Layer
CPDContinuing education, speaker sessions, research, and active scouting of what is emerging — so your firm stays current without building it alone.
The Network
CommunityPeer connection, shared learning, and the FirmWork practice badge — independent firms operating with the credibility of a serious national network.
Advisory & Growth
ConsultingFirmWork-owned consulting to help practices launch, evolve, integrate technology, and grow — direct work from people who know accounting from the inside.
More Than Referrals
Curation, infrastructure, and work we own.
FirmWork is not a referral directory. Referral businesses get disintermediated. FirmWork earns its place through ongoing vetting, shared infrastructure, active relationship management, and services FirmWork delivers directly.
JBIS — our insurance distribution business — proved the model: more than 100 active CPA firm relationships, over $200 million in premiums placed in 2025, and conversion rates above 90% on warm introductions. FirmWork is the broader expression of that same discipline, across every category your clients need.
Our story →Continuous Vetting
Providers are onboarded carefully, monitored through member feedback, and reviewed annually. The shelf is operated — not built once and forgotten.
Above Practice Management
FirmWork sits above tools like Canopy and Karbon. It expands what your firm can do for clients — not just how you run what you already do.
Independents First
FirmWork is built for independent firms. The proposition is simple: national-firm capability without becoming part of a national firm.
Proof Before Promise
We lead with what works today — and expand deliberately. Insurance through JBIS is live. The platform and shelf grow from that foundation.
Ready to Talk
Your clients deserve national-firm depth. Your firm deserves to stay yours.
If your practice serves complex clients and wants a trusted resource to extend what you can deliver — without losing the relationship or the independence — we should talk.