Business Details
49 Years
experience
Trusted Accounting Services in Kentville, NS
We are a boutique accounting firm established in 1977, serving Kentville and the Annapolis Valley. Our team specializes in tax preparation, valuations, and business advisory for small and medium-sized enterprises. We prioritize personalized service, leveraging technology to streamline processes and deliver forward-thinking solutions. Our expertise spans financial compliance, strategic planning, and tailored guidance through life and business transitions. As entrepreneurs ourselves, we understand client challenges and focus on building long-term partnerships.We integrate innovation into our practices, ensuring clients benefit from modern accounting methodologies. Our commitment to excellence has solidified our reputation as trusted advisors in the region. We emphasize financial security, empowering clients to focus on their priorities while we manage complex fiscal matters. Our local market knowledge enables targeted strategies that align with community-specific opportunities. Through decades of service, we have cultivated a client-centric approach grounded in transparency and accountability.
Services
Tax Compliance
Business Advisory
Accounting Assurance
Valuation Services
Specialty Tax Engagements
Accounting Intelligence
Corporate Restructuring
Estate Planning
Financial Modelling
Succession Planning
Details
- Year established: 1977
Highlights and features
- We have over 40 years of experience serving Annapolis Valley businesses.
- Our team consists of certified CPAs with specialized tax expertise.
- We integrate AI and automation to modernize accounting processes.
- We provide tailored financial roadmaps for business and personal goals.
- Our local market knowledge ensures region-specific strategic guidance.
Associations and certifications
- Chartered Professional Accountants
Services
Tax Compliance
We prepare personal, corporate, and trust tax returns with precision and timeliness. Our team ensures compliance with evolving regulations while optimizing tax positions. Clients receive strategic advice to minimize liabilities and avoid penalties.
Business Advisory
Our advisory services focus on business growth strategies, mergers, acquisitions, and financial planning. We provide actionable insights for decision-making, including due diligence and financing solutions tailored to client objectives.
Valuation Services
We deliver independent valuations for business sales, succession planning, and partnerships. Our approach combines industry expertise with rigorous analysis to determine accurate business worth for strategic decisions.
Accounting Intelligence
Leveraging AI and automation, we modernize accounting processes for efficiency. This service includes system implementation and digital tools to streamline financial management for contemporary business needs.
Specialty Tax Engagements
Addressing intricate tax scenarios, we specialize in restructuring, estate planning, and transactional tax strategies. Our experts navigate regulatory challenges to ensure compliance while maximizing financial outcomes.
People
David Fagan
Managing Partner
David leads mbf CPA with over 25 years of accounting experience. He specializes in strategic business advisory and ensures the firm maintains its client-focused ethos while adapting to industry changes.
James Allen
Tax Partner
James specializes in tax compliance and planning, helping clients navigate complex regulations. With 20+ years in public practice, he focuses on minimizing liabilities while maximizing financial opportunities for businesses.
Kelly Coombs
Partner
Kelly provides expert accounting and assurance services. Her client-centric approach emphasizes clear communication and tailored solutions, ensuring businesses maintain accurate financial reporting and regulatory compliance.
Darrell Richards
Associate Partner
Darrell specializes in business advisory and valuation services. He assists clients with growth strategies, mergers, and acquisitions, combining technical expertise with practical insights for sustainable success.
Darrell Dixon
Valuations Partner
Darrell leads the firm's valuation practice, offering objective business assessments. His expertise in valuation methodologies supports clients in transactions, succession planning, and strategic decision-making across industries.
Questions
What accounting services do you offer for small businesses?
We provide tax compliance, business advisory, valuations, and accounting intelligence tailored to small businesses. Our services include financial planning, mergers and acquisitions support, and technology integration.
Do you specialize in any particular industries?
While we serve diverse sectors, we focus on small to medium enterprises in the Annapolis Valley. We do not serve agricultural businesses or those requiring audited financial statements.
How do you incorporate technology into accounting services?
We use AI, automation, and digital tools to modernize accounting processes. This includes system implementation and streamlined reporting to enhance efficiency and accuracy for clients.
Can you assist with personal tax planning?
Yes, we offer comprehensive tax compliance services for individuals, including strategic planning for life transitions like estate planning, marriage, or business ownership changes.
What experience does your team have?
Our team includes CPAs with decades of combined experience in tax, assurance, and business advisory. Partners like David Fagan and James Allen have specialized expertise in regional market dynamics.
How do you handle business succession planning?
We provide valuation services and strategic guidance for succession planning, ensuring smooth transitions during business sales, mergers, or leadership changes through customized financial roadmaps.
