The Integrated Advisory Network (IAN) is steadfast in its mission to cultivate a collaborative network of independent CPA firms that share best practices, and provide proven solutions to tackle the most intricate and disruptive challenges CPA firms in Canada face today.
Stop trading time for money
Retain top quality talent
Grow your firm’s revenue
Join a network of forward thinking Independent CPA firms dedicated to evolving their practices to meet the changing needs of their clients.
Complete and submit the IAN Member Application for your firm.
Meet with a IAN team member to learn how being a member of the IAN can work for you and your firm.
Experience the confidence and growth that comes with being a Member of the Integrated Advisory Network.
All members of the Integrated Advisory Network get access to exclusive benefits and perks that help them build a thriving wealth management practice within their accounting firm.
From recruitment support and practice management coaching, to exclusive events and networking opportunities, members of the IAN get first class support to help them elevate and evolve their accounting firm.
CPA Firms across the World have evolved their practices by offering an integrated approach to financial services. We’re helping Canadian firms do the same.
Professional coaching and mentorship to help you, your partners and your staff feel comfortable having deeper conversations with your clients.
Member only events and opportunities to help you broaden your network and sharpen up your skills.
Adopt a tried and true, value based fee structure, offer complementary planning services that enhance your existing accounting offerings, and drive new revenue.
In today’s rapidly evolving financial landscape, independent accounting firms face the challenge of keeping up with complex regulations, diverse client needs, and emerging technologies. Being independent, most firms often lack the vast resources and network that larger firms possess.
The Integrated Advisory Network offers a solution by providing a collaborative platform where independent accounting firms can access the collective wisdom, tools, and support they need to evolve their firm and thrive. Through the network, firms can offer clients an expanded suite of services, including integrated financial planning, thereby adding value to their relationships.
Being part of the Integrated Advisory Network enables independent accounting firms to maintain their autonomy while enjoying the benefits of being part of a larger professional network.
This combination of autonomy, support, and collaboration makes joining the Integrated Advisory Network an empowering choice for independent accounting firms.
Are you ready to take your firm to the next level?
Apply to become a member of the Integrated Advisory Network by completing the form below.