AI software for public practice

The busywork of the
practice, automated.

McKinseyfied is my independent software practice. I build AI tools for accounting, assurance, and advisory firms, shaped to eliminate preparer roles.

Get in touch See my work →
Statement of Financial Position
Northgate Holdings Ltd.
As at December 31, 2025
Compiled
Assets
Current assets642,800
Property and equipment1,184,500
Total assets1,827,300
Liabilities & Equity
Current liabilities386,200
Long-term debt720,000
Total liabilities1,106,200
Shareholder's equity721,100
Total liabilities & equity1,827,300
✓ Compilation engagement prepared under CSRS 4200
Built on Canadian Standards on Related Services
What I do

AI software, built for how firms actually work.

I design AI tools around the compilation, review, and bookkeeping engagements your firm already runs, so the software fits your workflow.

Built for public practice
CSRS-alignedWorking papersPartner sign-off
Products and custom software
CompileIQCustom automationAI-assisted
Institutional-grade, in your control
Human in the loopSecure by defaultYour data stays yours
My work

Software I've built.

Each product starts as a preparer task inside and ends as software the reviewer relies on every day. Here's an example.

CompileIQ Live

CompileIQ takes PBC documents and bank statements through to draft financial statements and a CSRS 4200 compilation report, keeping the practitioner in review at every step. What took an afternoon of formatting becomes a few minutes of review.

Visit CompileIQ →
CompileIQ — Northgate Holdings, FY2025
Compilation engagement
Trial balance imported · 142 accounts
✓ Accounts mapped
✓ Financial statements drafted
✓ Compilation report attached
3 Items flagged for partner review
Engagement ready — drafted in 47 seconds
Who I serve

Built for the firms doing the work.

Primary
Accounting and CPA practices

Small and mid-sized firms running compilation, review, and bookkeeping engagements.

CompilationsReviewsBookkeepingCSRS-aligned
Also a fit
Assurance teams and growing firms

Audit and assurance groups that need consistent working papers and faster turnarounds without cutting quality.

Working papersFaster turnaroundsCapacity without headcount
How I work

From preparer tasks to working software.

I'm a practitioner's dedicated software specialist. Engagements tend to follow three steps.

01
Understand the workflow
I sit with how your engagements actually run today: where the hours go, where the rework happens, and which steps can be automated.
02
Build the right tool
Sometimes that's CompileIQ. Sometimes it's something custom. Either way, I shape the software around your standards and your review process.
03
You stay in control
Every output is reviewable, every decision stays with the practitioner, and the firm keeps ownership of its data and its clients.
Get in touch

What's slowing your practice down?

Whether you want to try CompileIQ or have a workflow you wish was automated, reach out. You'll hear back from me, the practitioner who builds the software, not a sales team.

Get in touch