You don’t need an accounting department—you need ​me​.

As a small to medium-sized business or non-profit, managing your finances can be a time-consuming and stressful task.

From dealing with the CRA to meeting tax deadlines and managing financial planning responsibilities, it can be overwhelming to keep up with everything.

But with my help, you can say goodbye to financial stress and reclaim your time and resources. 

As your financial partner and tax accountant, I'll handle the number crunching and free you up to focus on what matters most - growing your organization. 

So let's work together and ensure your financial success.

TAX ACCOUNTING SERVICES, BOOKKEEPING, AND PAYROLL

Minimize risk and maximize value so you’re well positioned for future growth.  I’ll provide you with a clear understanding of the current tax legislation to maximize its benefit to your organization. 

My full range of integrated tax services include:

• Preparing business and non profit tax returns

• Trusts and partnerships

• Applying for charitable status & ongoing compliance with CRA nonprofit laws

• Donor and grant management

• Filing tax elections

• Corresponding with federal and provincial tax authorities

• Bookkeeping & payroll services for small businesses

PREPARATION OF FINANCIAL STATEMENTS

Financial statements are an indispensable component of any small business or nonprofit and provide considerable insight to the long-term health and growth of your organization.

I’ll help you determine you to determine trends and gain insight to:

• Allocate your resources

• Manage your debt

• Plan for organizational and future growth

My ultimate goal is to ensure that you fully understand your financial statements, ensuring your operational success.

FINANCIAL HEALTH CHECK

My financial health check is designed to help small to medium-sized businesses and nonprofits uncover opportunities for financial improvement. 

My approach involves a comprehensive review of your business or nonprofit profile, focusing on the three key pillars that impact your financial success.

1. Examining your existing relationships to ensure you’re receiving competitive pricing and optimal service delivery.

2. Evaluating your tax processes to uncover potential cost savings to your organization.

3. Ensuring you have access to cost-effective spending, funding, and lending sources that align with your financial goals and objectives.

During the health check, I'll examine the past three years of your organizational or personal finances to identify key opportunities for improved financial success. With my expertise, you can trust my financial health check will be thorough, insightful, and tailored to your specific needs.

BUSINESS CONSULTING SERVICES

As an experienced CPA and tax accountant in Vancouver with substantial banking experience, I’ll gain an understanding of your organization's circumstances and goals to ensure you’re maximizing your financial resources and reducing your taxes.

I’ll help identify opportunities that will help you:

• Minimize long term tax burdens

• Reveal tax credits & exemptions

• Review the effectiveness of your organizational structures

• Advise on tax implications of your proposed transactions