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Why Us.

Our Promise.

We are your small experts. We always uphold our AAA promise.

Approachable.

Approachable – clients come expecting a painful visit like going to a lawyer or dentist, but once they meet us they are so much more comfortable.  We have a lot of comments like “wow – you aren’t like other accountants, you are so easy to talk to and I don’t feel intimidated” – it’s amazing a lot of clients feel their accountants almost look down on them or dress in such a formal way that it makes them seem stiff and unapproachable.  We want our clients to feel at ease and that its important for them to be comfortable talking to us. The more we know them and/or their business (the good the bad and the ugly) the better equipped we are to work with them in achieving their goals.  

Accountable.

Accountable – meaning they can count on us to get the work done right and on time. We do what we can to ensure filings are done on time so clients don’t get penalized. We are up-to-date on professional development so clients know they can count on us to be doing the work to the highest and newest standards. We believe in upfront communications for costs / billings and our quotes are guaranteed so clients can count on no surprise billings. 

Affordable.

Affordable – our rates are very competitive. We able to do so because we don’t have the same overhead structure of some of the larger firms, but we also don’t believe in charging more just because we can.  We believe in charging based on the work done and fees based on our overhead and not what others are doing.

Who We Help.

Whether you are an individual, small business, or a large corporation — we can help! 

We approach everyone with our AAA promise!

Why hiring a CPA matters when it comes to your business.

There are lots of ‘accountants’ and tax preparers, but they are not necessarily a CPA.  CPAs go through rigorous education and training (7 years – 3 of which are done working full time and in school full time PLUS continuous annual Professional Development requirements) and are regulated by a governing body.  This allows protection for the client as there is a body that is overseeing what we do and they have very strict compliance regulations.

The truth is that “Anyone can call themselves an accountant but they are not allowed to call themselves a Professional Accountant.” CPA’s adhere to the high standards of the Chartered Professional Accounting Association of BC. CPA’s must have a license to practice public accounting in their province and are monitored regularly by the CPA Association.

 

For more information www.bccpa.ca

Get Started.

Client Portal

If you are a current client, please login. If you would like to create an account, click here to learn how. 

Resources

Access our resources, documents, templates, and other important information that can help you get prepared, organized, and feeling good about your finances.

Book Appointment

Not sure where to start? Book an appointment with us and we can guide you. 

Support Local.

With your help, we have donated over $300,000 back into the South Okanagan Community since opening our doors back in October 2020!

Do you have an organization you would like to support?

Get in touch with us & we may match your donation up to $500!

Corporate & Business

Customized bookkeeping and tax solutions for local businesses.

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Personal Taxes

Comprehensive tax preparation and planning for individuals.

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Real Estate & Brokers

Expert Financial management for realtors and brokers.

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Non-Profit

Specialized services tailored to non-profit organizations.

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