Empowering Your Financial Future, One Strategy at a Time
At Lisa Lagace, CPA, CGA, we are committed to providing personalized and professional accounting services to individuals and businesses in the Okanagan Valley. As a small, independent firm, we take pride in building strong relationships with our clients, based on trust, respect, and open communication. Our team is dedicated to helping businesses grow and thrive by developing effective financial management strategies and providing expert guidance on taxation, accounting, and financial planning.
Our Services
Our experienced team of professionals offers a wide range of services to meet the unique needs of our clients. These services include:
Accounting & Assurance
We provide audited and reviewed financial statements, as well as notices to reader and engagement letters, to ensure that our clients' financial information is accurate and compliant with regulatory requirements.
Bookkeeping & Payroll
Our team offers full-cycle bookkeeping services, including accounts payable and receivable, GST, PST, and payroll remittance. We also provide training on Simply Accounting and QuickBooks to help our clients manage their financial records efficiently.
Business Advisory
Whether you are starting a new business or looking to expand your existing operations, we can provide expert guidance on purchase and sale of businesses, business start-ups, and small business finance. We can also represent your interests in audit and appeals proceedings.
Taxation
Our team provides personalized taxation services, including personal income tax, corporate income tax, and integration of corporate and personal taxes. We also offer tax planning strategies to help our clients minimize their tax liabilities and maximize their financial returns.
Our Team
Meet our owner, Lisa Lagace, CPA, CGA, who has over 15 years of experience in public practice accounting. With a strong background in financial planning and taxation, Lisa is certified in both Canada and the United States. In her spare time, Lisa enjoys karate, horseback riding, and motorcycle riding.
Resources
In addition to our services, we have compiled a range of useful resources to help our clients manage their financial affairs. From business and taxation forms to financial literacy guides, these resources are designed to provide valuable information and support for individuals and businesses alike.
Overall Experience
The reviews provide a mixed assessment of Lisa's accounting services, with some clients expressing extreme disappointment and others praising her expertise and friendly demeanor.
Positive Aspects
Expertise and Efficiency
Many clients have praised Lisa's expertise and efficiency in handling their tax-related issues. They have reported that she is able to quickly identify problems and provide effective solutions. Her attention to detail and confidence in her abilities have instilled trust in her clients.
Friendly and Responsive
Several reviewers have commented on Lisa's friendly and responsive nature. She is described as being approachable and willing to answer questions and provide guidance. Her quick response times and willingness to fight for her clients' interests have earned her high praise.
Negative Aspects
Unfriendly Treatment
A few reviewers have reported negative experiences with Lisa, citing unfriendly treatment and a lack of willingness to help. One reviewer was given a flat "no" when asking for assistance with a school project, leading to a negative impression.
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