What types of clients do you work with?

I work primarily with incorporated small and medium-sized businesses in North Vancouver and across BC. My clients include professionals, trades, realtors, and family-owned companies who value practical advice, reliable year-end accounting, and clear communication with their CPA.

Do you only work with North Vancouver clients?

Most of my clients are based in the Lower Mainland, but I also work remotely with businesses across British Columbia. All meetings, document sharing, and signatures can be handled securely online, so location is never a barrier.

What accounting software do you use?

I am flexible and familiar with most popular systems such as quickbooks, sage, and xero. My goal is always to make your accounting as efficient and automated as possible, regardless of the platform you use.

How do you price your services?

I prefer clear, up-front pricing so there are no surprises. For most year-end and tax engagements, I provide a fixed quote once I understand your business needs. Ongoing consulting or special projects are billed hourly at standard CPA rates.

What’s included in your year-end package?

A typical year-end engagement includes:
• Preparation of financial statements
• Corporate tax return (T2) and related schedules
• Year-end tax optimization and dividend planning
• Filing of GST/HST if required
• Personal tax returns for owner-operators (optional)
• A review meeting to walk through results and plan ahead

When should I incorporate my business?

Incorporating can offer tax advantages, income splitting opportunities, and limited liability, but it depends on your income level and long-term goals. I’ll help you weigh the pros and cons and structure things correctly from the start.

What’s the difference between a review engagement and a compilation?

A compilation provides financial information in a readable format without assurance. A review engagement involves additional analysis and limited assurance that your financial statements are plausible. Many lenders and investors require a review for added confidence, but I’ll help you determine which is right for your situation.

How do I know what expenses are deductible?

Most business expenses that are reasonable and directly related to earning income are deductible. I lean on my experience as an auditor at CRA to ensure we reduce the risk of being selected for a tax audit. I’ll walk you through what CRA expects and help you set up simple systems to track everything properly.

Do you help with GST/HST filing?

Yes. I assist clients with GST/HST setup, filing, and reconciliation. I can also review your filings to make sure you’re claiming all eligible input tax credits.

Can you work with my bookkeeper or existing accountant

Absolutely. Collaboration is often the best way to ensure accurate results. I regularly coordinate with bookkeepers and other professionals to make year-end and tax filing as smooth as possible.

How do we start working together?

It begins with a quick introductory call or meeting to discuss your goals and review your business structure. From there, I’ll provide a quote and a clear outline of next steps. Most clients can be fully onboarded within a week.

How long does it take to complete year-end accounting?

Once I have all the information and bookkeeping finalized, year-end financials and tax filings are usually completed within two to three weeks. Rush options are available when deadlines are tight.

What makes your firm different from a larger accounting firm

With me, you get direct access to a CPA (me) who understands your business and communicates clearly. You’ll never be passed from person to person - I handle your file personally and bring in trusted specialists only when needed. My goal is to provide the depth of a full-service firm with the responsiveness of a single point of contact.