Joseph S. Macdonald, CPA, CA

Joe is the former co-chair of a National CPA firm where he oversaw seven offices for many years and consulted or wrote for Wolters Kluwer (CCH), Carswell, Thomson Reuters, Lexis Nexis and served on the editorial advisory of a trade newspaper with a circulation of over 40,000 professional accountants.   Much of that work was prompted by Joe's 1990s presentation "Artificial Intelligence, The Future of Electronic Libraries".

While articling for Price Waterhouse in the early 1980s,  Joe developed software used by the firm.  At that time most accountants did not even own a computer.  Joe has been involved in developing due diligence systems for professionals (including social workers, accountants and others) and their clients ever since.  Joe's Clients in this area have included various government audit departments, international and local CPA firms, Chartered Professional Accountants Canada ("CPA Canada"), etc.

Joe's guidelines and/or technology have been used for over 50 Government programs, audit, tax, accounting disclosure, public and private company reporting, not for profit organizations, etc.  Some of these products included questionnaires with over 1500 questions with word searches into professional libraries. and draft automated reporting letters.

Roles & skills in the firm

Chief Administrative Officer

Using Joe's experience as Co-Chair of a national CPA firm for many years and advising prominent and/or creating products publishers in the legal industry, Joe is responsible for identifying and implementing best practices, including those from other industries not yet adopted by law firms. Joe has been involved in about 20 professional firm mergers, including about half where he was a principal in the merger.

Joe has significant experience developing guidance and due diligence systems for professionals and worked with numerous authors and had a column in a newspaper for the accounting industry.

Litigation Support

The firm also uses Joe's experience chairing a tribunal and writing hundreds of decisions based on law, regulations and precedents. Each of those decisions were subject to appeal to courts in Canada.

Joe has provided litigation support to other law firms and also provided support with respect professional conduct matters.

Skills

Artificial Intelligence (AI) · Professional Firm Management · Due Diligence Systems · Multi-disciplinary Teams · Tax

[email protected]

(403) 774-9109

Joseph Macdonald Contact Information - includes vCard & QR code