About Lodestone
We help professional services firms get real operational value from the tools they already own.
The thesis
Professional services firms buy software expecting transformation. What they get is a subscription. A vendor runs an implementation, trains the team once, and moves on. The work of turning that subscription into daily operational value never happens.
Twelve months later, the firm pays full price for tools running at a fraction of capacity. Staff work around them with spreadsheets and email. The gap is operational: nobody configured the workflows, nobody trained the team on the actual process, nobody measured adoption. 7 out of 10 firms we assess are losing $2,000-3,000 every month in capacity that could be billed but isn't.
Lodestone closes that gap. We don't sell software. We don't replace your vendors. We do one thing: take the tools a firm already owns, build the operational workflows around them, train the team, and measure the results every month. If the assessment doesn't find a clear opportunity, we'll tell you directly. We'd rather be straight with you than manufacture a problem.
The founder
Lodestone was founded by Jose E Curi Amui, a business student in Vancouver with a background in business development. The company started with research, not a product idea.
Before building anything, Jose studied 169 professional services firms across accounting, law, and consulting in Metro Vancouver. The research followed a structured process: market discovery, competitive analysis, customer interviews, and operational audits. The same pattern surfaced repeatedly. Firms had purchased tools. Vendors had run implementations. Adoption had stalled, workflows were half-built, and nobody was measuring the gap between what the firm paid for and what it actually used.
The opportunity was specific enough to build on. Firms don't need better technology. They need someone to own the operational layer between the tool and the team. That observation became Lodestone's model: assess, configure, train, measure, and stay. We don't know everything about every tool. What we do know is the pattern of why implementations fail after the vendor leaves, and how to fix it.
How we work
Your tools, configured properly
We don't sell software. We don't have vendor partnerships. We configure Clio, Karbon, HubSpot, Xero, and whatever else you already own into workflows your team actually runs. If a tool genuinely doesn't fit, we'll tell you directly rather than work around it.
Measurable results, every month
Every engagement produces a written performance report with adoption rates by role, 8-12 hours recovered per person per month on average, and cumulative capacity gains. If we can't show the return on your investment, we haven't done our job.
We stay after go-live
The pattern across professional services firms: adoption hits 40% and stalls because nobody owns what happens next. The operations phase of the subscription exists because operations is ongoing, not a project. That is the work most vendors skip.
Based in Vancouver
We work with accounting practices, law firms, and consulting groups in Metro Vancouver. Local because the work requires understanding the specific regulatory, professional, and operational context these firms operate in.
Start a conversation
Just 45 minutes. You'll receive a written report with specific findings about your firm's tool utilization and operational gaps. Your findings are yours to keep regardless. No obligation. No follow-up pitch.
Request a Free AssessmentOr connect on LinkedIn first.