Accounting and Financial Advice for our Neighbours in the Shuswap.
Accounting • Tax • Bookkeeping • Wealth Planning
Professional services to help you navigate the complexities of your financial life.
Accounting & Tax
From tax returns, corporate year ends, tax planning and beyond, our dedicated accounting partners can help you navigate all things accounting and tax related.
Bookkeeping
Your time is best spent working on your business, instead of in it. Our talented bookkeepers will ensure that your accounts are reconciled and organized each and every month.
Wealth Advisory
Wondering when you can retire? Unsure if you have the right investment strategy? Curious about what your company is worth? We can help you move forward with big financial decisions without all the stress and worry.
Our Process
1. Discovery Meeting
We start with getting to know you better and begin to map out how we can help you navigate your unique financial needs.
2. Action Items
Once we have your clear plan, we set you up with our team and get to work implementing your plan.
3. Clarity and Confidence
We continue to review and update your plan to ensure that as your life evolves, your plan does too. You can be confident that your accounting team is helping ensure you head in the right direction.
Passionate about supporting our fellow local businesses.
Falling behind on your bookkeeping? Stressed about your business' cashflow? Curious about the value of your business?
Our team is dedicated to helping the Salmon Arm small business community thrive.
What our clients have to say.
"
Very professional, prompt and personable!! Prices were reasonable and I would highly recommend this firm to anybody :)
Chris L.
Get in Touch
Looking for support with your planning or business tax needs? Please fill out our client intake form by clicking the button below.
