Business Details
8 Years
experience
Your Partners in Professional Accounting Services
Established in 2018, our firm has built upon decades of combined experience from our lead professionals to become a trusted partner for small businesses in the Okanagan Valley. We specialize in delivering tailored accounting solutions that address the unique challenges faced by entrepreneurs and business owners in our region. Our team of Chartered Professional Accountants brings together expertise in tax planning, financial reporting, business succession, and estate planning, with a collective professional history spanning over 60 years. We maintain deep roots in the South Okanagan community, with partners actively involved in local service groups, not-for-profit organizations, and business associations. Our approach combines the technical rigor of large accounting firms with the personalized attention that comes from working directly with senior-level professionals who understand your business inside out.We focus on creating long-term relationships through proactive advice that helps clients navigate complex financial landscapes while maintaining compliance with evolving regulations. Our commitment to accessibility ensures clients receive timely responses and dedicated support when they need it most. We take pride in our ability to translate complex accounting principles into practical strategies that drive business growth and financial success. Our professionals hold advanced credentials including CPA, CA designations and maintain ongoing education to stay current with legislative changes affecting our clients. Through our community involvement and professional excellence, we strive to be more than just accountants - we aim to be true partners in our clients' success.
Services
Tax Preparation
Financial Statements
Business Succession Planning
Estate & Trust Tax
Audits & Reviews
Cash Flow Analysis
Business Consulting
Financial Projections
Details
- Year established: 2018
Highlights and features
- We offer 60+ combined years of professional accounting experience
- Our team includes CPA, CA designated professionals with advanced credentials
- We provide direct access to senior-level accountants for all clients
- We maintain deep community ties through local business organizations
- We combine technical expertise with personalized, accessible service
Associations and certifications
- Chartered Professional Accountants of Canada
Services
Business Succession Planning
Our team specializes in creating comprehensive business transition plans that ensure continuity during ownership changes. We address complex tax implications, estate planning considerations, and financial arrangements to protect your business legacy. With expertise in succession frameworks, we help clients implement strategies that maintain organizational stability while optimizing tax efficiency during leadership transitions.
Estate & Trust Tax
We provide specialized guidance for transferring assets while minimizing tax liabilities. Our professionals develop customized estate plans that ensure financial security for beneficiaries while addressing business continuity needs. Through strategic tax planning, we help clients navigate complex regulations governing estate transfers and trust management to preserve wealth across generations.
Financial Statements
We prepare accurate financial statements following professional standards to support informed decision-making. Our reports provide clear insights into business performance while maintaining compliance with regulatory requirements. We focus on delivering actionable financial information that helps management understand their organization's financial position and operational effectiveness.
Corporate Tax Preparation
Our proactive tax planning approach helps businesses minimize liabilities while maintaining compliance. We stay current with evolving tax legislation to identify optimization opportunities for both immediate and long-term financial planning. Our services include strategic tax positioning and comprehensive filing solutions tailored to each client's specific circumstances.
Business Consulting
We offer strategic guidance to improve business performance and address operational challenges. Our consulting services focus on identifying growth opportunities, resolving profitability issues, and developing practical solutions for financial management. Through personalized advisory support, we help clients implement strategies that enhance organizational efficiency and achieve long-term objectives.
People
Jeff Duguid
Partner - Osoyoos Office
CPA, CA with 30+ years experience. Graduated from University of Manitoba in 1987. Specializes in business succession and estate planning. Active community volunteer in Osoyoos for 16 years.
Jodi Hansen
Partner - West Kelowna Office
CPA, CA with 25+ years experience. UBC graduate. Former CRA employee. Specializes in business advisory services. Active in local Rotary and sports organizations. Partner since 2015.
Aaron Dodsworth
Partner - West Kelowna Office
CPA, CA with 15+ years experience. Holds BBA in Entrepreneurial Leadership. Specializes in business advisory services. Former treasurer of Greater Westside Board of Trade. Partner since 2015.
Questions
What accounting services do you specialize in for small businesses?
We specialize in tax planning, financial reporting, business succession planning, estate & trust tax preparation, audits, cash flow analysis, and business consulting services tailored to small businesses.
How do you support business owners with succession planning?
We develop comprehensive transition strategies addressing tax implications, estate planning, and financial arrangements to ensure smooth leadership changes while maintaining business continuity.
What areas do you serve in the Okanagan Valley?
We serve clients in West Kelowna, Osoyoos, Peachland, and Oliver with personalized accounting services from our local offices.
How do you ensure personalized service for each client?
Every client works directly with experienced senior accountants who develop deep understanding of their business needs to provide customized financial solutions.
What makes your firm different from other accounting practices?
We combine the technical expertise of large firms with personalized attention, maintaining community involvement while offering comprehensive services through experienced CPA professionals.
How can I schedule a consultation with your team?
You can book a consultation through our website or contact us directly at our West Kelowna office (250.768.3400) or Osoyoos office (250.495.2688).
