01 · Issue
Compute and AI subscriptions are usually current expenses, but genuinely experimental technical work may warrant separate SR&ED documentation
Data & AI Consultants
Accounting for data, AI, and automation consultants
CPA support for Canadian data and AI consultants with high-value advisory contracts, U.S. clients, compute costs, and growing retained earnings.
How we help
Support ties client revenue, USD billing, compute costs, and compensation planning into one current operating view.
- Service 01 Monthly bookkeeping
Revenue and operating costs reconciled into decision-ready monthly records.
- Service 02 U.S. client invoicing
USD billing, exchange rates, and GST/HST zero-rating support kept organized.
- Service 03 Tool and compute-cost tracking
Cloud, model, and platform spending separated from personal use and capital purchases.
- Service 04 Compensation planning
Salary, dividends, RRSP room, and retained earnings reviewed before year-end.
- Coordinating layer Compliance Roadmap
A visible plan for filings, reserves, and decisions as revenue grows.
The Data and AI operating view
Track the cost stack behind every client outcome
Data and AI work can mix advisory revenue, USD billing, cloud spend, and specialist tools. The records need to keep those moving parts useful and defensible
- 01Keep revenue and USD records current
Tie client invoices, retainers, exchange rates, and GST/HST support to the monthly close
- 02Separate compute and tool costs
Organize cloud platforms, model usage, software, and testing environments by their business purpose
- 03Plan for retained earnings
Review tax reserves, compensation, and instalments as advisory revenue grows
Tax and bookkeeping issues to watch
Patterns that come up in practice for this role and that a generic small-business accountant may not be watching for.
02 · Issue
U.S. clients paying in USD create W-8, exchange-rate, and GST/HST zero-rating questions before the first invoice is issued
03 · Issue
Fast growth can make instalment timing and salary-versus-dividend decisions urgent well before the year-end
Related guides
Detailed breakdowns of the decisions that come up most often for this role.
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Cloud and Model-Compute Costs, Client Margins, and Expense Treatment
Whether compute is a pass-through or absorbed cost changes engagement margin.
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AI Consulting Revenue, USD Invoicing, and GST/HST Zero-Rating
USD conversion, W-8 forms, and documented zero-rating for U.S. AI clients.
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SR&ED for Software and AI Contractors
How to distinguish genuine technological uncertainty from ordinary client work.
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Data & AI Consultants
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