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Accountants
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    BUILDING STRONGER BUSINESSES BY                   HAVING STRENGTH IN NUMBERS

WELCOME

SOLUTIONS FOR BUSINESS OF ALL SIZES AND INDIVIDUALS 

As a Chartered Professional Accountant in Nelson, B.C., I have been providing personalized business advisory accounting and tax services to a diverse group of clients for over 25 years across all of B.C.  My goal has always been to deliver high quality advisory services at a sensible price. 

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I have experience working in public practice and industry in the roles of both a partner and CFO.  I have extensive experience working with companies in different stages of development from small owner managed businesses to larger established businesses.  I am here to provide you with continuing, supportive business acumen with exceptional, relevant, personalized, and effective accounting advice helping you to meet your desired results in both personal and corporate goals at competitive rates. 

 

Solutions and advice are tailored to fit your goals and needs.  I will work with you to help you make money and enjoy the important things in life.  I understand the challenges business owners face and you need to focus on what you do best: managing and running your business.  You may not be financially knowledgeable, but that is okay.  It's not your expertise, but it is mine!  And that's where I can help your business succeed and prosper.  You do what you do best and I will do what I do best.  I will help you achieve your financial business and personal goals.

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PRACTICE AREAS

  • Business Succession Planning​​

  • Purchase and Sale of a Business    ​​

  • Estate & Trust Tax Preparation  ​

  • Financial Statements

  • Business start-ups 

  • Financial Forecasts & Projections​  

  • Corporate & Personal Tax Preparation and Compliance

  • Corporate & Personal Tax Planning

  • Cash Flow & Budgeting Analysis  Business Consulting

  • CFO services

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