Chartered Professional Accounting Services

As a CPA,CA, I uniquely understand the importance of accurate financial information and compliance. I have held roles as an Auditor, an Internal controls & Compliance Specialist, a Financial Reporting Manager, and Budget & Capital Accountant. I realized the best way to offer comprehensive services is to work with new businesses and sole proprietors is in a fractional CFO capacity taking all aspects of the business into account, not the individual parts. 

As a small business owner myself, I know the time commitment involved in the day-to-day and the commitment to staying up-to-date with industry requirements and leveraging advanced technology. I’ll do the accounting, you run your business. 

Chartered Professional Accounting Services

As a CPA,CA, I uniquely understand the importance of accurate financial information and compliance. I have held roles as an Auditor, an Internal controls & Compliance Specialist, a Financial Reporting Manager, and Budget & Capital Accountant. I realized the best way to offer comprehensive services is to work with new businesses and sole proprietors is in a fractional CFO capacity taking all aspects of the business into account, not the individual parts. 

As a small business owner myself, I know the time commitment involved in the day-to-day and the commitment to staying up-to-date with industry requirements and leveraging advanced technology. I’ll do the accounting, you run your business. 

Special Reports

At my firm, I offer a range of specialized reporting services designed to provide valuable insights and support decision-making for your business. As a Chartered Professional Accountant, I possess extensive knowledge and expertise in generating various special reports tailored to your specific requirements.

Whether you need financial projections, cost-benefit analyses, or customized reports for stakeholders, I have the skills to deliver accurate and meaningful information. I work closely with you to understand your objectives and design reports that address your unique needs.

I utilize advanced analytical tools and techniques to analyze your financial data, ensuring that the information provided is both reliable and relevant. I present the findings in a clear and concise manner, enabling you to make well-informed strategic decisions.

With my special reports, you gain a deeper understanding of your organization’s financial performance, identify areas for improvement, and seize opportunities for growth. Trust my expertise to provide you with the insights you need to drive your business forward. Contact me today to discuss your requirements and how my specialized reporting services can benefit your company.

Special Reports & Specified Procedures

I offer a range of special reports tailored to your specific requirements that are designed to provide valuable insights for your business.

Whether you need financial projections, cost-benefit analyses, or customized reports for stakeholders, I work closely with you to understand your objectives and deliver clear and concise information enabling you to make well informed decisions. 

I offer specified procedures engagements to help organizations assess and evaluate specific financial or operational aspects.  Whether you need an independent review of internal controls, compliance testing, or due diligence services, I can assist you.

My expertise in conducting specified procedures ensures that you receive reliable and unbiased information to support your decision-making processes.

Contact me today to discuss your requirements and how my specialized reporting services can benefit your company.

CFO Services

A Chief Financial Officer plays a critical role in an organization’s financial management and strategy. Part-time CFO services offer flexibility for businesses that don’t require a full-time CFO  still need access to their expertise.

I will help you set financial goals, set and adhere to budgets and prepare your financial reports including income statements, balance sheets and cash flow statements.  

Contact me today to discuss your specific requirements.

BC Financial Services Authority Real Estate Trust - Accountant's Reports

As a real estate broker in British Columbia, you are required to file an annual accountant’s report. Part B of the BCFSA accountant’s report  must be completed by a licensed CPA registered in British Columbia, within 120 days of the brokerage’s fiscal year end.

I specialize in preparing these reports so that real estate brokers remain compliant with the regulations of the BSFSA.

I will diligently review your financial records as required, ensuring that all relevant financial information is properly reported. I will then prepare the accountants reports in accordance with BCFSA requirements, providing you with the necessary documentation to demonstrate your compliance. 

Law Society Trust - Accountant's Reports

All law firms in the province of British Columbia, must comply with the regulations and standards set by the Law Society of BC, “LSBC”.

The rules of the LSBC mandate your law firm to engage an external accountant to complete and independently submit, “Part C” of the Trust Report to the LSBC in certain scenarios.

The external accountant must be licensed and practicing in the province of B.C. with a valid review license.

There are 3 scenarios in which the LSBC requires a law firm with a trust account, to engage an external accountant: 

Scenario 1: For 2 consecutive years after the inception of a trust account, you must engage an external CPA to complete and submit, “Part C,” of the Trust Audit Report. The trust report will include all of the trust accounts open at the law firm.

Scenario 2: At their discretion, the LSBC may require a law firm with one or multiple trust accounts to engage an external CPA. The LSBC will stipulate which trust accounts will be covered under the Trust Audit Report. 

Scenario 3: When a law firm is closing down their practice, the firm will be required to hire an external accountant to complete and submit, “Part C,” of the Trust Audit Report for all of the trust accounts at your firm.

I will work with you to ensure we adhere to the standards and ensure compliance for your law firm. My comprehensive approach and thorough examination of your financial records, trust accounts, and general operating procedures will assist you in maintaining the highest standards of professional conduct and financial integrity.

GST Returns and GST Audits

I offer comprehensive GST return services to ensure that your organization remains compliant with the Goods and Services Tax regulations.

My attention to detail and in-depth knowledge of GST regulations enable me to maximize your eligible input tax credits while minimizing the risk of non-compliance.

I understand that a CRA GST audit can be a complex, challenging and time consuming process. That’s why my firm offers expert services to make this process as smooth as possible for you. 

Contact me today to learn more about my GST services and how I can assist you

Tax Preparation and Tax Audits

My firm offers personal and corporate tax preparation services so you stay compliant with the CRA.

I understand that facing a CRA audit can be a stressful and overwhelming experience for individuals and businesses alike. Let me provide you with expert guidance and support throughout the audit process.