We built one Calgary CPA firm a system that runs itself.
Marketing site, internal operations hub, back-office workflow. Two months of engineering became the architecture we now install for small businesses in 7 to 21 days. This is how it started.
The firm
A small senior team in Calgary that handles owner-managed firms across Canada.
Personal tax through to year-end engagements. Regulated, deadline-driven, process-heavy. Before this engagement the firm was running its workflow across DT Practice, paper checklists, and shared inboxes. The brief: one place for every active engagement, the firm's own SOPs sitting next to the work they govern, an audit trail clean enough that a partner could trace any change back to a person and a date.
On the page
Five surfaces, on the page.
Captured from the running hub. Two-tier architecture: data-fed dashboards mirror the firm's DT Practice exports; data-independent surfaces (SOPs, checklists, calculators) run standalone.
WIP
Every active engagement across the firm, filterable by stage and assignee, sortable by billed and overdue. The full operational picture, on one page.
Hub at hub.versatilecpa.ca, auth-gated. Screenshots taken with anonymized data; the structure and behavior shown here are the production hub.
Marketing site rebuild
A new public surface, ready to launch.
Five pages built from scratch alongside the hub. Same visual language as the firm runs in person: cream serifs, the green and navy of the practice, Calgary-skyline imagery. Sanity-driven so the firm controls every word.
Previews captured from the staged rebuild. The site is awaiting the firm's sign-off before the launch swap; versatilecpa.ca is currently a polite placeholder.
Home
Hero, three-step intake, owner-managed positioning, partner photography. Cream serif over a Calgary-skyline overlay.
How this becomes your install
We built the architecture once. That is why your install takes days, not months.
Versatile CPA was the engineering work. Two calendar months figuring out the shape of a small business's operating system. That work is done. Your company gets the same architecture in 7 to 21 days, tuned to your shape, without paying us to invent it again.
Start a conversation
Tell us about your business.
Reply inside 24 hours
Build a brief
Three picks. Sixty seconds. The brief writes itself, and a real person picks it up from there.