FAQ
Frequently asked questions.
Straight answers to the questions business owners ask most. If yours isn't here, just ask.
What types of clients do you work with?
I work primarily with incorporated small and medium-sized businesses in North Vancouver and across BC.
Do you only work with North Vancouver clients?
Most of my clients are in the Lower Mainland, but I work remotely with businesses throughout BC using secure online meetings and document handling.
What accounting software do you use?
I'm flexible and familiar with most popular systems, including QuickBooks, Sage, and Xero.
How do you price your services?
Year-end and tax engagements are quoted as fixed fees after an initial conversation about your needs. You'll know the cost before the work starts. Consulting and special projects are billed hourly.
What's included in your year-end package?
Financial statements, the corporate tax return (T2), tax optimization, GST/HST filing, optional personal returns for owners, and a review meeting to walk through the results and plan ahead.
When should I incorporate my business?
Incorporation can offer tax advantages and liability protection depending on your income level and goals. It's a personal decision worth analyzing properly, and I can walk you through whether and when it makes sense for you.
What's the difference between a review engagement and a compilation?
A compilation presents your financial information in a standard format without assurance. A review adds analysis and limited assurance, which lenders and investors often require. See review engagements for more on when each applies.
How do I know what expenses are deductible?
Most business expenses that are reasonable and directly related to earning income are deductible. Where the lines blur (vehicles, home office, meals), I'll help you apply the rules properly.
Do you help with GST/HST filing?
Yes, including registration and setup, regular filings, reconciliations, and input tax credit review.
Can you work with my bookkeeper or existing accountant?
Absolutely. Collaborating with your bookkeeper keeps records accurate through the year and makes year-end and tax filing smoother.
How do we start working together?
It starts with a call or meeting to discuss your goals and what you need. From there I'll provide a fixed-fee quote and an onboarding timeline. Reach out here.
How long does it take to complete year-end accounting?
Typically two to three weeks after receiving complete, finalized information. Rush options are available when deadlines are tight.
What makes your firm different from a larger accounting firm?
Direct access to the CPA doing the work: a single point of contact, files handled personally, and specialists brought in only when your situation genuinely calls for one.
Still have questions?
Tell me a bit about your business and what you need, and I'll give you a straight answer.
Get in touch