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A personal approach to your accounting needs

I am going to take a guess that if you are on this page you are not an accountant…by choice. You are a dentist, engineer, real estate agent, contractor…you are a small business owner and as such, you wear a lot of hats. Your time is valuable and limited. Our goal is to be a partner with you and let you do what you do best for your business!

 

Our Process

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Planning

It is very important to get to know you and your business. This is the opportunity to ask questions and for us to learn about the business. It is important to make sure that we are the right fit for each other. You may not be entirely sure what you require, however, we can discuss this and find a process that works for you.

Service Plan

Once we have had our initial consultation, we will be able to provide you with a quote that is aligned with the specific needs outlined. At this stage we can outline the work that will be performed, the timeline and what documents will be delivered upon completion.

Advisory

We want to be a partner with your business. As such, we are committed to assisting you throughout the year, in any way we are able as a trusted advisor. It is our job to manage the accounting and tax concerns of your business and let you focus on what you do best!

 
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Contact Us

I would love to hear from you and connect - over a coffee, on the phone, or through a virtual meeting - to get to know you and learn more about your business.

I work with businesses local to Airdrie, Calgary and surrounding areas. In addition, I am able to provide virtual services to clients across Canada. 

(403) 437-9717

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