Business Details
20 Years
experience
Trusted Chartered Accountant Services in West Kelowna
Lisa Lagace CPA, CGA is an independent, full-service Chartered Professional Accountant firm established in 2006, serving clients in West Kelowna, British Columbia. Our practice focuses on building strong client relationships through personalized financial guidance, offering expertise in accounting, taxation, and business advisory services. We prioritize proactive financial strategies, accurate reporting, and timely compliance to support clients' long-term success.With over 15 years of public practice experience, we provide tailored solutions for business start-ups, corporate tax planning, and audit representation. Our bilingual capabilities and commitment to financial literacy education reflect our dedication to community engagement and client-centric service.
Services
Accounting & Assurance
Bookkeeping & Payroll
Business Advisory
Taxation Services
Financial Planning
Details
- Year established: 2006
Highlights and features
- Established in 2006 with deep local business knowledge
- Bilingual French-English financial consulting available
- Specialized in small business start-up and succession planning
- Active CPA Canada financial literacy volunteer
- Comprehensive tax integration and corporate/personal planning
Associations and certifications
- CPA Canada
Services
Accounting & Assurance
We provide comprehensive accounting services including financial statement preparation, notice-to-reader engagements, and review engagements. Our team ensures accurate reporting and compliance with Canadian accounting standards. Clients benefit from timely financial insights to support business decision-making.
Bookkeeping & Payroll
Our full-cycle bookkeeping services cover accounts payable/receivable, payroll processing, and tax remittances. We handle GST, PST, WCB filings and prepare T4/T5 slips. Clients receive training on accounting software for better financial control.
Business Advisory
We offer business advisory services for company purchases/sales, start-up support, and audit representation. Our expertise helps clients navigate financial challenges and optimize business operations through personalized strategic planning.
Taxation Services
We specialize in personal and corporate tax preparation, tax integration strategies, and audit representation. Our proactive approach identifies tax-saving opportunities while ensuring compliance with federal and provincial tax regulations.
Financial Literacy
As part of our community commitment, we deliver financial literacy programs covering budgeting, tax basics, and business financial management. These sessions empower individuals and businesses to make informed financial decisions.
People
Lisa Lagace
Owner
CPA, CGA with 20+ years experience in public accounting. Established her practice in 2006 after working at a Kelowna firm. Specializes in tax planning, business advisory, and audit representation while promoting financial literacy.
Questions
What accounting services do you offer?
We provide full-cycle bookkeeping, financial statements, tax preparation, business advisory, and audit representation services tailored to individual and corporate clients.
Do you specialize in small business accounting?
Yes, we offer specialized services for small businesses including start-up guidance, payroll processing, and corporate tax planning strategies.
Are you available for French-speaking clients?
Yes, our principal accountant is fluent in French and provides bilingual financial consulting services.
What tax planning services do you provide?
We offer comprehensive tax planning including corporate/personal tax integration, GST/PST optimization, and year-round tax strategy consultations.
Do you offer financial literacy education?
As a CPA Canada volunteer, we deliver financial education sessions for businesses, adults, and teens in our community.
