Scenarios

Illustrative firm scenarios

Twenty illustrative scenarios showing how Canadian firm archetypes run their work in SpidNums. No client data, no quotes, no measured results — workflow only.

Canadian accounting professionals — Illustrative firm scenarios
Toronto, OntarioIllustrative scenario

A two-partner Toronto tax practice

T1 season triage for a two-partner Toronto practice

Two partners and three seasonal staff
Calgary, AlbertaIllustrative scenario

A Calgary firm, three GST/HST cadences

mixed GST/HST cadences across 60 Calgary bookkeeping clients

Four staff
Montréal, QuebecIllustrative scenario

A Montreal dual-filing practice

CRA and Revenu Québec deadlines on one board in Montreal

Six staff
Halifax, Nova ScotiaIllustrative scenario

A Halifax solo CPA's engagement letters

engagement letters signed before the work starts, solo practice

One CPA
Vancouver, British Columbia (three offices)Illustrative scenario

A three-office Vancouver firm

cross-office workload visibility for an 18-person BC firm

Eighteen staff across three offices
Winnipeg, ManitobaIllustrative scenario

A Winnipeg family firm going paperless

succession-driven digitization at a Manitoba family firm

Five staff
Ottawa, OntarioIllustrative scenario

An Ottawa practice with 80 year-ends

staggered corporate year-ends at an Ottawa niche practice

Three staff
Saskatoon, SaskatchewanIllustrative scenario

A Saskatoon agri-bookkeeping firm

seasonal client availability at a Saskatchewan agri practice

Three staff
Mississauga, OntarioIllustrative scenario

A Mississauga practice at 250 T2 files

making stalled T2 files visible at 250-file volume

Seven staff
Edmonton, AlbertaIllustrative scenario

An Edmonton payroll-bureau practice

remitter types and slip season across 70 Alberta employers

Six staff
Moncton, New BrunswickIllustrative scenario

A Moncton firm standardizing onboarding

standardized onboarding gated on a signed engagement letter

Four staff
Multi-province (national)Illustrative scenario

A nine-firm white-label network

nine firms, nine brands, one isolated multi-tenant platform

An operator supporting nine independent bookkeeping firms
Quebec City, QuebecIllustrative scenario

A Quebec City practice, two tax administrations

Running CRA and Revenu Québec obligations in parallel from Quebec City

Five staff — two CPAs and three preparers
Victoria, British ColumbiaIllustrative scenario

A semi-retired Victoria CPA's core book

Winding a Victoria solo practice down to a core book without dropping it

One CPA, no staff, deliberately part-time
Regina, SaskatchewanIllustrative scenario

A Regina firm on payroll remittance cadences

Payroll remittance cadences across dozens of Regina employer clients

Six staff
Kelowna, British ColumbiaIllustrative scenario

A Kelowna firm serving seasonal businesses

Serving Okanagan clients whose businesses run on the seasons

Four staff
Hamilton, OntarioIllustrative scenario

A Hamilton firm serving manufacturing SMBs

Staging clustered December year-ends by sub-deadline for a Hamilton manufacturing book

Two partners and four staff
London, OntarioIllustrative scenario

A London, Ontario family firm modernising

Moving a founder-held client book into shared records at a London, Ontario family firm

Founding partner, one second-generation partner and two staff
St. John's, Newfoundland and LabradorIllustrative scenario

A St. John's practice, clients across NL

Serving clients across remote Newfoundland communities without paper or office visits

One partner and three staff
Charlottetown, Prince Edward IslandIllustrative scenario

A Charlottetown generalist doing everything

Standardising a do-everything client book at a Charlottetown generalist practice

One partner and two staff

See the workflow behind these scenarios.

Every capability described above is in the product today.