Your Partners in Professional Personalized Service
Small Business Accounting Solutions
meet our partners
We take great satisfaction in helping you achieve your financial and business goals. We strive to provide small businesses in the Okanagan with relevant and effective accounting advice helping clients to meet their desired results. We do our best to exceed our clients service expectations and are proud of the services we offer our clients, their colleagues and business associates. As a result, we have enjoyed close working relationships with some of our clients for years. We thank our clients that have been with us and look forward to continuing and developing new relationships both with our clients and others in our community.
Jeff Duguid, CPA, CA
Jodi Hansen, CPA, CA
Aaron Dodsworth, CPA, CA
OUR SMALL BUSINESS ACCOUNTING + TAX SERVICES
Business Succession Planning
Purchase and Sale of a Business
Estate & Trust Tax Preparation
Financial Forecasts & Projections
Corporate + Personal Tax Preparation
Audits Reviews and Compilations
Cash Flow & Budgeting Analysis
FOCUS ON YOUR SMALL BUSINESS AND
WE’LL HELP YOU PROSPER WITH PROGRESSIVE ADVICE AND PERSONAL SERVICE.
Your Partners in Success
Experienced. Trusted. Results Driven
Experts in Small Business Solutions
We combine the knowledge and experience of a large accounting firm with the personal attention and availability you appreciate from a hands-on entrepreneurial firm your small business deserves.