Excellence through Collaboration Welcome to Firm360

How can practitioners balance work autonomy with operational support to effectively run their practices? The answer lies in one word – collaboration.

Firm360 is a platform that allows CPAs to transform the way they do business. Our services are designed to address the challenges faced by these practitioners in a post-pandemic, digital era. Through strong partnerships, we are able to offer cutting-edge IT solutions, practice management applications and a diversified range of industry-softwares to optimize your operations, implement best practices, meet compliance obligations, and ensure you and your partners gain full control and understanding of your firm’s performance data.

Count on Firm360 to support your firm in reaching its full potential.

The 360-degree view of your business

Outsourced Managing Partner

Optimize billable hours by outsourcing the management functions of your practice. With Firm360, you will have access to the industry’s best practices in firm management to streamline processes, access relevant insights and make informed decisions for your business.

Human Resources

The operational and legal support you need to efficiently manage your firm’s personnel. From hiring/terminating to professional development and updates in labour laws, Firm360 will help you stay on top of your firm’s HR activities.


With accounting being a heavily regulated practice in Canada, compliance has to be in the core of any firm’s management strategy. Firm360 provides the guidance and resources needed to help your firm stay compliant with the multiple industry regulatory requirements.


Implement technology is no longer an option. Digital workplaces with secure remote access to files become essential for the survivability of practices. Firm360 offers services to digitally transform and improve your firm in this post-pandemic era.


A strong legal foundation is key to the long-term success of your business. The right structure and agreements in place will impact buy and sell transactions, access to finance, liability and compliance and many other aspects of your practice.



Practice Management

  • Internal processes
  • Customized workflows
  • Client onboarding
  • Engagement management
  • Custom reports
  • Quality control
  • Billing & AR management

Human Resources Support

  • Employee onboarding
  • Training manuals
  • Resource allocation
  • Productivity analysis
  • Policies and procedures
  • Performance evaluations


  • Risk management
  • Standardized file process
  • Practice Inspection support
  • Quality assurance manual
  • Liability insurance
  • Canada Standard for Quality Management (CSQMI)

Digital Transformation

  • Cloud server with remote access
  • Back-up and recovery of documents
  • Paperless transition and maintenance
  • Client portal
  • Data security
  • Microsoft-based solutions
  • Unified communication strategies

Financial Reporting

  • Monthly financials
  • Standardized reporting tailored to your practice
    • Firm performance
    • Staff
  • Best practices

Legal and Advisory

  • Business contracts
  • Shareholder agreements
  • Tax litigation support
  • Corporate finance
  • Corporate structuring

Meet the Team

Vishal Grover


Vishal Grover,


360 Strategist

Specializes in capturing a comprehensive view of an accounting practice to create a uniquely tailored transformational roadmap.

Emmanuela Mancuso


Emmanuela Mancuso,


Compliance and Financial Reporting

Develops financial reporting strategies including firm processes and compliance requests as they link to day to day practice management.

Dayse Goncalves


Dayse Goncalves,


Project Manager

Designs and implements roadmaps based on firms’ developed objectives and with a focus on process improvement.

Mayank Grover


Mayank Grover,


Process Engineer

Designs processes and reports to improve resource allocation, productivity analysis internal workflow and other firm performance metrics.

Sachin Mohan


Sachin Mohan,


Process Engineer

Assists with the development of client relationship management strategies.

Industry’s Best Practices

Implement processes that have proven to improve results in accounting practices like yours. Custom-made to fit structure and specific needs.

Thorough view

See your practice in numbers. Through a combination of well- thought reports, you will have a clear picture of your practice’s performance, potential and deficiencies.

Pro-active advice

Don’t wait until it becomes a problem to look for a solution. By anticipating opportunities, you can achieve sustained continual improvement in your practice.

Business growth

Efficient practice management is the foundation to prepare a practice for growth, be it in clients, talents or partners.

Join a network of forward-thinking accounting practices.

Firm360 will help your firm reach a new level of efficiency. We will take care of your practice management while you focus on servicing clients and growing your practice.

Contact Us

Learn more about how our services can benefit your practice.