ConnectCPA LLP

When Mike Pinkus, CPA, CA and I started ConnectCPA LLP, we were at the centre of everything: customer meetings, process-building, recruitment, etc. - the list goes on. It felt necessary at the time, but as the business grew, we became the bottleneck. We had to make a shift. Letting go wasn’t easy - would things be done with the same care? Would customers still obtain the same experience? These were questions all business-owners face. Naturally, we started to let go. As we stepped back, we saw something great happen: when given the space and trust, your team will not only take on responsibilities - they will own them. In our latest blog post, I share how we learned to scale by building a team that leads, innovates, and pushes the business forward in ways we couldn’t do alone. Read the blog post here (or at least scroll through to see some awesome team pictures): https://lnkd.in/gNF8_7Qe

If you’re passionate about building a company culture rooted in integrity, resilience, and people-first values, this is a conversation you can’t miss. Jamie McDonald and Jamie Shulman share essential insights on what it takes to lead with purpose and build lasting success. 👉 Catch the episode now for inspiration and guidance on building something that lasts! https://lnkd.in/gxAN__BM 

10 years, 3 startups, and one of the biggest tech exits in Canada. Jamie Shulman and Jamie McDonald have been through it all. But what really stood out from our conversation? ✅ The challenges before product-market fit – showing up every day with no certainty things would work out. ✅ Why they chose to sell Hubdoc despite having a term sheet for $25M to keep going. ✅ The key to their co-founder relationship: trust, shared values, and knowing that disagreements are just decisions to be tested. ✅ Why they jumped back into building A2X after their big exit—because, as Jamie put it, "The only thing worse than working is not working." ✅ The importance of culture: hiring people who genuinely care and want to build something special. ✅ How they prioritize what to build next: listen to customers, avoid distractions, and stay focused on solving hard problems that create real value. Hearing their journey reminded me that every great company has those moments of uncertainty...even the ones that have outlier outcomes. For anyone scaling a business or navigating the tough early days—this episode is a must-listen. What’s the biggest lesson you’ve learned from your own startup journey? Drop a comment below! 👇 👉 https://lnkd.in/dBGJ_2jY 🎧 Subscribe - https://lnkd.in/gfUV9MBB #Entrepreneurship #Startups #ScalingBusiness #Leadership

Which financial reports should you review on a monthly basis? I’ve had countless conversations with business owners who track revenue figures but don’t always dive into the reports that show what’s really happening behind the scenes. I get it - running a business is non-stop, and reviewing financials can feel like just another task on the list. But the businesses that stay ahead are the ones that use their numbers to make better decisions, manage cash flow wisely, and catch issues before they become real problems. Over the years, I’ve seen how a simple habit - checking the right reports every month - can completely change how a business operates. Here are 10 reports I always recommend. If you already track these, you know the impact they can have. If not, this might be a good time to start. Which of these do you never skip? Or is there one you rely on that’s not on this list?

In business and in life, the journey is never a straight path. Jamie Shulman shares a core lesson here: the power of a learning mindset. By building a team of curious thinkers, remaining open to new ideas, and never assuming we have all the answers, we create space for unexpected opportunities—even in moments when giving up feels like the easier choice. This is the resilience and persistence that turns potential roadblocks into growth. 🎥 Watch now for a dose of inspiration on leading with curiosity and staying ready for what’s next! https://lnkd.in/gxAN__BM 

Back in 2015, we wrote a guide breaking down T4, T4A, and T5 slips - and as tax season approaches, it’s time for a refresh. Whether you’re handling payroll for employees, issuing T4As to contractors, or reporting investment income on a T5, our updated guide for 2025 simplifies the process. ✅ What each slip covers ✅ A breakdown of key boxes ✅ Filing options & deadlines Read the full guide here: https://lnkd.in/d9VVHjg5 ______ #SaaS #BusinessTips #ScalingSmart #LeadershipTips #BusinessGrowth #ecommerce #ecommercetips #ecommercebusiness #saasaccounting #leadership #entrepreneur #accounting #accountingservices #onlineaccounting #podcast #technology #software #accountingandaccountants #cloudaccounting #bookkeeping #accountant #accountingfirm #accountinglife #accountingtips #bookkeepingtips #tax #taxseason

Our latest podcast episode with Jamie McDonald and Jamie Shulman just dropped! Tune in to hear these two powerhouse entrepreneurs share their insights on building resilient, high-performing teams and creating a people-first culture that drives growth and success. In this episode, they share hard-earned lessons on: 🔹 Why they chose to stay in the game instead of retiring 🔹 How resilience—not luck—carried them through major challenges 🔹 The power of a strong co-founder relationship built on trust and shared values Watch now to find out how to build enduring success through people and purpose! https://lnkd.in/gxAN__BM 

Get ready for an episode packed with powerful insights on creating a work culture where both teams and customers thrive. 🎙️ Jamie McDonald and Jamie Shulman, co-founders of Hubdoc and leaders at A2X, will share their journey from the startup grind to scaling multiple successful ventures—all while keeping integrity, resilience, and people at the core of their strategy. If you're an entrepreneur, leader, or simply passionate about business growth, this episode is one to watch. Stay tuned for the release! 🎧 

Thank you Xero for hosting a wonderful event for your partners last week! We had a great time reconnecting with the Xero team and all of the amazing accounting partners across the country. We're looking forward to the next one!

Growing a business? Complexity comes with the territory. Cash flow becomes unpredictable. Investor expectations rise. Critical decisions require real data - not gut instinct. In this month’s newsletter, our co-founder Mike shares his take on how businesses can tackle these challenges and build a financial foundation for sustainable growth. Plus, we’re breaking down the KPIs e-commerce businesses need to track, common accounting mistakes to avoid, and how brands are reshaping creative collaboration. 📬 Sign up now to get it delivered straight to your inbox! https://lnkd.in/gfC6959n ---- #Newsletter #SaaS #BusinessTips #ScalingSmart #LeadershipTips #BusinessGrowth #ecommerce #ecommercetips #ecommercebusiness #saasaccounting #leadership #entrepreneur #accounting #accountingservices #onlineaccounting #podcast #technology #software #accountingandaccountants #cloudaccounting #bookkeeping #accountant #accountingfirm #accountinglife #accountingtips #bookkeepingtips #tax #taxseason