In the heart of Ottawa, ON, Canada, Blueprint Accounting is making significant strides in the Client Advising Services (CAS) sector. Since its founding in 2018, this dynamic firm has quickly risen to prominence, earning recognition as one of Woodard’s Top 50 CAS Practices for 2025. Known for its tech-forward approach and exceptional client communication, Blueprint Accounting is setting new standards in the industry.
Blueprint Accounting thrives on values of creativity, honesty, continuous learning, optimism, and quality. These principles guide every interaction, ensuring that small businesses across Canada receive not only expert financial guidance but also innovative solutions tailored to their needs. Brian Clare, CEO and Founder of the firm, emphasizes the importance of leveraging technology to simplify client interactions and enhance service delivery.
With a team of seven professionals, Blueprint Accounting specializes in serving small businesses with less than $5 million in revenue and up to 50 employees. Their core services include bookkeeping, payables, payroll, cashflow forecasting, and reporting. By integrating technology into their processes, they provide efficient and effective solutions that empower clients to achieve their goals.
A standout success story involves a client struggling with cash flow issues and outdated technology. Blueprint Accounting revamped their tech stack, revealing internal theft by a senior employee. Once the issue was addressed, the client's cash flow improved dramatically, allowing them to pay off personal loans and consistently draw money from the business. This transformation underscores the firm’s dedication to delivering clarity and control through innovative solutions.
Blueprint Accounting's achievements have been widely recognized. In addition to being named a Top 50 CAS Practice, they were honored as a 2025 Top 50 Modern Firm by Future Firm Accelerate. These accolades reflect their commitment to excellence, innovation, and client satisfaction.
Innovation is at the heart of Blueprint Accounting’s operations. By continuously seeking tech-driven solutions, they ensure clients benefit from streamlined processes and enhanced communication. Their forward-thinking approach keeps them at the forefront of the industry.
Community engagement is equally important. Blueprint Accounting fosters a collaborative environment, building strong relationships with clients and contributing positively to the local community. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success.
Blueprint Accounting continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains steadfast. Their advice to new CAS firms is insightful: "Set boundaries with clients and decide how you want to work. Find clients who align with your approach."
For more information about Blueprint Accounting and their services, visit their website at xyblueprint.com.
This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.
This article was written with the assistance of AI and edited by a human.