What We Offer
Our Services and Our Background
Energising Professional Service Firms to Move Forward
Drawing on over thirty years of experience in a public accounting firm:
- We are ideally placed to assist you in achieving your goals.
- We have extensive experience in creating first class business development strategies for both the virtual world and the real world.
- We are extremely well versed in the most advanced technologies to run your first class practice.
- We can assist with succession plans for your practice including facilitating sales and internal transfers.
Service Areas
Technology
Technology
As our profession moves towards a more Advisory-centric offering we need the systems and structured data necessary to efficiently scale our practices and give our clients actionable insights. Our goal is to match you with the latest and most efficient technology tailored to your firm's needs.
Technology
Succession
A variety of factors from economic to demographic and cultural shifts are impacting how we effectively transfer our firms to the next generation. We help our clients better understand the viable succession models that fit best with their desired level of involvement and control going forward.
Strategy and Innovation
Coaching/Mentorship
Our young "up and comers" within professional services firms have never faced a more dynamic and challenging milieu. Our human capital strategies complete with individualized coaching/mentorship programs for future partners help prepare firms looking to attract and retain the best talent.
Strategy and Innovation
Strategy and Innovation
The unprecedented pace of change today requires a delicate balance of structured planning and agility. From process improvement to enabling technologies and business model innovation, we bring market-tested models and best practices to help firms adapt, compete and thrive.
Our Resources
Micheal Burch FCPA, FCA, CFP
Chief Executive Officer
Micheal draws on his extensive experience as the recent Managing Partner of one of the 15th largest CPA firms in the country. In addition to this, he has participated in numerous workshop and training sessions for CPAs all around the world. Micheal is currently a member of BKR's Member Value Taskforce.
In 2006, Micheal took over the role of Ottawa office Managing Partner, a role he continued to fulfill right through 2020. He is also the past Chairman of the firm-wide Executive Committee. As Managing Partner, Micheal was responsible for strategic management of the Ottawa and Toronto offices of Welch LLP, these offices have grown to over 200 employees under his leadership.
Designations
CPA, CA (1981) · CFP (1998) · FCPA, FCA (2016)
Education
Bachelor of Administration, University of Ottawa
Associations
CPA Ontario · CPA Canada · Canadian Tax Foundation
Specialties
Firm Management · Marketing · Business Development · Strategic Planning
Awards & Recognition
Trudeau Medal — Telfer School of Management (2008)
In recognition of his remarkably successful career and numerous community engagement activities. Established in honour of Reverend Father Roland Trudeau, OMI, the Trudeau Medal is the highest honour given by the Telfer School of Management to its alumni. It recognizes leadership, initiative and contributions to the business world, the community and their alma mater.
2018 Business Leader of the Year — West Ottawa Board of Trade
Community Involvement
Michael's social convictions and profound belief in "giving back" has been demonstrated over the years through his active involvement in community service. He has served as Trustee and Treasurer of the Ottawa Sports Hall of Fame, member of the Ottawa Food Bank - Planned Giving Committee, member of the National Gallery of Canada Foundation Board of Directors, as well as member of the Dean's Advisory Board at the Telfer School of Management at the University of Ottawa.
He has given his own time as a member of the organizing committee for the Ronald MacDonald House Ski-Fest and has been an active participant in the annual Do-It-For-Dad Prostate Cancer fundraiser. Micheal has also volunteered for many years at community based free tax return preparation clinics provided to senior citizens.
Roster of Experienced Resources
The Evolution Hub also draws on a roster of highly educated and experienced individuals with in-depth training in marketing and business development, technology, data analytics, AI and additional technologies to make your practice truly unique.
Share the Big News
There is a convergence taking place in the financial services industry. The lines between disciplines are becoming blurred. As service lines are expanding out of their traditional lanes, clients will be looking for a trusted advisor that can meet their needs. CPAs are strategically placed as the utmost trusted advisor for the majority of businesses and individuals. It is imperative that we step up at this time and prove that we can satisfy our clients' needs in most of these disciplines or risk losing them all together.
Read The Big Squeeze