Today’s organizations need more from their client accounting services providers than ever before.

Business owners, executives and investors are expected to make increasingly complex decisions while navigating economic uncertainty and talent shortages, adjusting to evolving regulations, and meeting growing demands for timely financial information. Yet many organizations lack the resources—or the need—to build a full in-house finance department capable of providing the support they require.

Assetiam was created to address that challenge.

Designed to serve growing small- to medium-sized businesses, family-owned enterprises, family offices, investment firms and professional advisors across Canada, Assetiam delivers a comprehensive suite of client accounting services. Our goal is to help organizations strengthen financial operations, improve reporting, maintain compliance and enhance strategic decision-making.

More than a traditional client accounting services provider, Assetiam was built on the belief that every organization should have access to reliable financial information and experienced financial leadership, regardless of its size. By combining bookkeeping, payroll, controllership and fractional CFO services within a single service model, we provide clients with the expertise they need to operate efficiently today while preparing for future growth.

And as a division of Adams + Miles, our firm combines modern cloud-based technology, proven processes and experienced professionals with the backing of one of Canada’s most established Chartered Professional Accounting firms. The result is a scalable, flexible financial services infrastructure designed to help organizations reduce complexity and build stronger foundations for long-term success.

“We’re always working to understand our clients’ evolving needs,” explains Adams + Miles Managing Partner Tony Sokic. “It became clear to us in recent years that, now more than ever, they require timely information and meaningful financial insights, but they also increasingly rely on the support of trusted professionals who can help them navigate growth and complexity. We built Assetiam to provide the client accounting services they need, when they need them, all within a service model that aligns with their business goals.”

Clients gain access to our experienced professionals, who can help manage day-to-day financial operations while providing the oversight and strategic guidance necessary to support growth. That includes assistance with month-end reporting, payroll compliance, cash flow management, long-term financial planning—and more.

As organizations grow and their financial needs become more sophisticated, some of those clients can benefit from the wider capabilities available through Adams + Miles, including tax planning, corporate structuring, assurance services, succession planning and strategic advisory support. The result is a service model that combines the responsiveness and flexibility of a dedicated CAS team with the stability, experience and resources of a full-service public accounting firm.

A leadership team focused on client success

Assetiam will be led by Andrew McConnell, who assumes the title of Inter-Firm Lead as he continues in his role as a Partner at Adams + Miles.

Andrew brings extensive experience working with businesses and professional service organizations and will play a key role in shaping our long-term growth strategy, service delivery model and collaborative relationships with clients and accounting firms across Canada. His leadership reflects our commitment to providing practical, relationship-driven financial support that helps organizations reduce complexity and achieve their strategic objectives.

To that end, a unique aspect of Assetiam’s operational model is our ability to work not only with businesses and organizations across sectors, but also with CPA firms seeking additional client accounting services capacity. By partnering with firms that require bookkeeping, payroll, reporting or controllership support, we help strengthen their client service offering, while allowing those firms to maintain ownership of their client relationships.

Looking ahead

The launch of Assetiam arrives at an exciting time for Adams + Miles.

As the firm marks its 100th anniversary, the introduction of a standalone client accounting services division dedicated to supporting for-profit organizations, along with the recent addition of Young Associates—a bookkeeping, payroll and financial advisory firm specializing in the charity and non-profit sector—to the Adams + Miles group of companies, reflects a continued commitment to innovation and the ongoing enhancement of the firm’s client service experience.

“Reaching our centennial is a very important milestone and we’re taking it as an opportunity to build for the future,” says Sokic. “The launch of Assetiam is a major step forward in the growth of the Adams + Miles organization. It allows us to expand the ways we support clients, create new opportunities for our people and build on the foundation that’s made our firm successful for the past 100 years.”

At its core, Assetiam was created with a simple objective: helping for-profit organizations gain financial clarity as they work to build a strong foundation for growth. As businesses continue to navigate an increasingly complex environment, our team has the experience and expertise to help them achieve their goals.

The Assetiam team

For assistance with your client accounting services needs—or to learn more about our firm—contact a member of our team today.