Countable.co

Co-Founder & CEO

Business Consultant

GTA Regional Lead, Technology, Media and Telecommunications (TMT)

Working for over 20 years in accounting, it almost seems like I missed out on so much more to experience. So as I start a new chapter in my life I also start a new viewpoint towards living that new chapter differently. My goal should I choose to accept is to continue to push our limits and mindset that created those limitations, continue to work with people that motivates me, continue to share knowledge and experience who may possible need and continue to experience life through different lenses. 

AI Isn’t Replacing Accountants. It’s Replacing Repetition.

The firms thriving today use AI to give their people more time to think, guide, and lead. It’s not about eliminating jobs—it’s about elevating roles. 

Countable 4.0 automates prep so your team can deliver insights. This is the future of advisory. And it’s here.

Is your tech freeing your team? there needs to be a clear ROI for every tech you implement allowing firms to build to scale and protecting bottom line profitability, top line enterprise value, team collaboration and much more impacting every aspect of your business.

Atin Gupta

Co-Founder & CEO | Redefining Year-End. One Engagement at a Time

A mid-sized firm we assisted with last year in transition, was at a breaking point. Deadlines were slipping. Their senior staff and managers were exhausted. Preparer going from one file to another. Manager doing preparer job. Partner doing manager job and No one was doing Partner's role. Busy season had become survival, not strategy.

They still had every reason to stay in their comfort zone — desktop systems that felt “safe,” clients that were “used to it,” and a team that feared change.

But they made a different choice.

Instead of overhauling everything at once, they started small:
 • Moved 20% of client files onto cloud accounting (Xero + QBO) with the intent to move the entire files by end of this year (over 1,500 of it) 
 • Adopted Dext & Auto Entry to eliminate manual data entry.
 • Piloted both Karbon & Tax Dome for workflow visibility across managers and decided to go with Karbon.
 • Layered Countable platform and utilized Countable Flex resource plan to free up time and resources

Within 8 months, they saw:
- 40-50% faster file completion times
- Burnout reduced — fewer late nights, more balanced workloads
- Clients happier with real-time updates
- Now picking up 15 new clients every month without hiring
- and much more.....

The partners told me: “We didn’t just modernize. We redefined what it means to run this firm.”

That’s the power of leaning into change — not as a leap, but as a series of guided steps.

#Accounting #CaseStudy #Transformation #Leadership #FutureOfWork #CPA

Accounting firms that want to stay competitive in the new AI + automation era have no choice but to take their entire stack to the cloud or start with one — and insist their clients do the same.

I’ve heard many reasons why it “doesn’t make sense.” Unfortunately, none of them matter if you want to stay relevant. The firms that embrace full cloud adoption will be the ones that thrive.

Join us at our upcoming Annual event - Countable Leap on September 24, we’ll share one of our biggest strides toward this future.

https://lnkd.in/gjjiE2Dc

Why It’s So Hard to Build Fintech for Accounting Firms

Let’s say it plainly:

Building a fintech company focused on accounting firms is one of the hardest things you can do in Canada.

Here’s why most don’t even try:
 • Firms are risk-averse—rightfully so.
 • They serve hundreds of client types, with thousands of workflow combinations.
 • Legacy software is deeply entrenched.
 • The buying cycle is long.
 • The ROI isn’t always obvious on day one.
 • And Canadian firms, in particular, don’t have a deep ecosystem of homegrown tools tailored to their reality.

The result?
An entire generation of firms stuck between outdated desktop systems...
or repurposed international platforms not built for how we actually work here.

Just search “Canadian accounting tech” and you’ll find global players, tax software, and workflow bolt-ons.
Not purpose-built platforms rethinking the foundation.

That’s exactly why we embraced the challenge.

We built Countable from the ground up to:
 • Serve Canadian firms with local compliance, tax season, and year-end realities in mind
 • Offer flexibility without sacrificing security or control
 • Create a truly integrated, AI-driven engagement experience—not just another task manager
 • Empower teams to scale faster, work smarter, and actually enjoy what they do

We didn’t build Countable because it was easy. We built it because someone had to do it right.

And now, Canadian firms aren’t just catching up. They’re leading.

For 40 years, desktop systems served us well. Reliable. Familiar. Comfortable.

But here’s the truth: comfort doesn’t equal competitiveness.

The firms ahead of the curve didn’t move to the cloud because desktop “failed.” They moved because desktop no longer served the realities of today—faster deadlines, higher client expectations, resource crunch.

And they didn’t leap overnight. They started small. Pilots. Parallel runs. Early wins. They invested in training and handholding, not just software.

What they discovered wasn’t just better tools. It was a better way of working.

If there’s one lesson from firms ahead of the curve, it’s this:

You don’t have to leap. But you can’t stand still.

For those firms who continue to adapt, challenge the status quo and lead the path, Thank you 🙏🏻. It’s not easy to give up comfort and stability to build a better sustainable future.

If You Were Building Your Firm From Scratch Today...

…would you recreate what you have now? Or would you design something simpler, faster, cloud-first, AI-powered, and flexible? Your gut says yes. 

Countable helps you act on that instinct. Start the transformation—not in theory, but in practice.

Let’s design your future firm—together.

The gap between preparers and reviewers isn’t a staffing problem—it’s a business model problem.

We’ve been talking about “converting preparers to reviewers” for years. Four years ago, we started building Countable with this exact challenge in mind. Every firm should have the option to grow preparers into reviewers.

When hiring accountants and senior accountants today, assess on three things:

	1.	Can they be junior managers in 12–18 months?

	2.	AI will handle the technical work faster—hire for communication, leadership, and problem-solving.

	3.	For every 4–5 doers, have at least 2 potential “owners” who can run a portfolio like a business unit.

This profession needs to operate with a business-first mindset—the firms that do will continue to stay ahead of the ever changing technology curve.

Transforming global tax research with AI—trusted by 3,000+ firms

“PwC projects that within three years, junior accountants will assume roles equivalent to today’s managers—overseeing AI‑driven routines while focusing on critical thinking, professional scepticism, negotiation and audit fundamentals.”   

At Blue J that future is already here. Tax professionals are guiding AI, not being displaced. And they’re delivering higher-value work from day one.

Open article: PwC is training junior accountants to be like managers, because AI is going to be doing the entry-level work by businessinsider.com

PwC is training junior accountants to be like managers, because AI is going to be doing the entry-level work

AI is not about replacing accountants.
It’s about elevating them to focus on what only humans can bring to the table — judgment, trust, and relationships.

For now… everything else is just noise and speculation.
The facts are simple: focus on incremental, stable changes.
Rely on data. Let AI integrate seamlessly and evolve in its own time and form.

One thing we know for certain: we must practice learning even when our default is always doing.
Learning every day, every week, is no longer optional.

And remember — educating and implementing are not the same.
There are many crucial steps in between.

We’ve normalized something dangerous in our profession: 𝗯𝘂𝗿𝗻𝗼𝘂𝘁.

“Busy season” has become a badge of honor. Long nights. Missed family time. Health on the sidelines.

But why should exhaustion be the price of excellence?

The truth is, it doesn’t have to be.
Today, there are tools that take away the repetitive, time-consuming work so accountants can focus on what really matters: clients, strategy, and quality of life.

Some examples we’re seeing firms lean on today:
 • Xero & QuickBooks Online – real-time client data without chasing files.
 • Dext & Hubdoc – no more manual receipt entry.
 • Practice management tools like Karbon or Financial Cents – visibility across teams and deadlines.
 • AI-driven platforms – preparing schedules, checklists, and reconciliations automatically.

The busy season we grew up with doesn’t have to be the future we pass on.

Busy season should not be our normal.

#Accounting #Leadership #FutureOfWork #CPA #CloudAccounting #Automation

Accountants aren’t being replaced.
They’re being set free.

For decades, our profession has carried the weight of manual work — reconciliations, rekeying, preparing schedules line by line.

But the future of accounting firms isn’t about doing the same tasks faster. It’s about doing different things better.

Firms ahead of the curve are already shifting their focus:
 • Automation & AI – working papers, checklists, and reconciliations are being generated automatically.
 • Real-time data – Xero, QuickBooks Online, and Sage Intacct put live information at firms’ fingertips.
 • Advisory-first models – tools like Fathom, Spotlight, and Jirav are enabling firms to guide strategy, not just compliance.
 • Global resource models – giving firms flexibility to scale without burning out their core teams.

The result? Accountants are spending less time as “preparers” and more time as “trusted guides.”

The future of accounting firms won’t be defined by the files they process.
It will be defined by the value they create.

#Accounting #FutureOfWork #Leadership #CPA #Automation #AI

Firms often delay cloud migration because it feels heavy. 

Time-consuming. Expensive. Disruptive. Scary at times. 

But here’s the question we sometime forget to ask ourselves:

At what point does waiting become more costly than taking the plunge?

Every busy season on legacy systems adds:
 • More manual work.
 • More staff burnout.
 • More lost opportunities.

Inevitability is a choice. You either choose it now — on your terms — or it chooses you later, when the pressure is at its peak.

The real question isn’t “should we migrate?”
It’s “will we be stronger if we do it today, or weaker if we wait until tomorrow?”

What’s Our Pain Point?

You hear a lot about pain points from firms. But here’s ours—as a modern platform builder:

Why are today’s modern firms still stuck between outdated desktop tools or cloud software that looks modern but behaves like legacy?

If you’re a modern firm, this probably sounds familiar:

You work remotely
You need flexibility without sacrificing security
You don’t want to log into five different apps to prep one file
You’re looking for deeper features—not prettier screens
You believe AI should layer across your workflow, not bolt onto it
You want a platform that integrates, automates, and actually helps

That’s why we built Countable differently.

From day one:
 • Remote-first and cloud-native
 • Secure and accessible—on your terms
 • AI and automation aren’t gimmicks—they’re foundational
 • Integrations aren’t an afterthought—they’re strategy
 • Features are deep, not shallow—built for real work, not demos

AI isn’t the future. It’s the layer your team should already be using.

If you’re a modern firm forced to work in old ways, you’re not alone. But you do have options now.

Let’s chat about building your next platform—intentionally.

Countable exists to give you back your most valuable and limited commodity: 

TIME.

I often hear firm owners say they want more time, yet at times they keep trading it away for “just one more client” or “just one more busy season.”

Money can be made. Money can be replaced.
Time cannot.

So why is it so hard to ease off the gas pedal, even after 10–15 years of running a profitable practice?

Maybe the truth is this: we don’t fear change in our business—we fear what slowing down will force us to confront.

Let’s get you back that time to:
- Grow your practice on your terms
- Be present with the people who matter most
- Dream bigger than your current capacity allows

The beauty is—you don’t have to change anything in your business to reclaim it.

Countable simply exists to create opportunities and give you back your most valuable, limited commodity: time.

The only real decision is—will you dream big enough to live the life you’ve always imagined? If you are already living it, then salute to you to be an inspiration for others 🙏🏻

Cloud Is Not a Cosmetic Upgrade

Let’s get real.

Most firms evaluating new tech start with one question:

“How does this compare to what we already use?”

What they really want is a cloud version of their desktop software—with slightly better screens and a few extra features.

But here’s the truth:

That’s not innovation. That’s replication.
And replication doesn’t solve your real problems.

If your process is bloated, adding a ‘cloud version’ won’t fix it.

If your workflows are disjointed, moving them to a browser won’t help.

Efficiency isn’t built by copying old systems into new formats.
It’s built by:
 • Removing unnecessary steps
 • Standardizing what can be standardized
 • Restricting what should be restricted
 • Designing around collaboration, not isolation
 • Integrating, not duplicating

We didn’t build Countable to look like desktop in disguise.

We built it from the ground up—for a remote-first, AI-powered, integrated world.
Cloud done right is a reimagination. Not a reskin.

If you’re ready for that level of change, we’re already building it.

To take AI integration to the next level, the key is an “integrated world” — and with QBO, we’re already there.

Countable’s new connected integration with QBO, built on well-documented APIs, delivers seamless trial balance syncs, smart mapping, and always-current data. Fast. Accurate. Effortless.

Full demo video dropping soon!! 

#Countable #QuickBooksOnline #AIIntegration #AccountingAutomation

Imagine having a fully integrated system that removes the guesswork from creating scalable practice.

No more worrying about costs or time—our platform offers a fixed fee for year end engagements.

Most of the work is done in just five months, with no full time resources for preparation, no hiring costs, and a perfect blend of automation and human expertise.

Your data stays in Canada, always secure and compliant.

Plus, our trained resources are ready to handle your data with precision.

We’re so confident in our system that we give you 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝘁 𝗻𝗼 𝗰𝗵𝗮𝗿𝗴𝗲—no strings attached.

Building scalable, modern firms starts right here.

Automate, optimize, and grow faster from the very beginning—and watch your bottom line and top line thrive.

#AccountingTechnology
#Automation
#FinancialInnovation
#ScalingBusiness
#FixedFeeModel

Most of the headlines about AI focus on creativity.
Writing. Drawing. Storytelling.

But in professional services, creativity isn’t the bottleneck.
Trust is. Accuracy is. Scale is.

When AI enters our world, it’s not judged by how “creative” it feels —
it’s judged by whether:
 • The numbers tie.
 • The logic holds.
 • The outcome can be relied upon.

That’s why enterprise AI is different from consumer AI.
It’s not about impressing — it’s about delivering.
It becomes invisible when it works, but transformative when scaled.

Over the next 12–18 months, the firms who thrive won’t be the ones dabbling in creative AI tools.
They’ll be the ones who embed AI into the foundations of their workflows,
where trust, accuracy, and scale drive the business forward.

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