Business Details
41 Years
experience
Trusted Accountants in Lloydminster, SK
Established in 1985, we are a locally-owned accounting firm dedicated to providing trusted financial and tax advisory services. Our team of certified professionals combines deep industry expertise with a personalized approach, prioritizing client success through tailored solutions. With decades of collective experience, we serve individuals and businesses, offering comprehensive services including tax planning, compliance, business consulting, and farm accounting.Our commitment to ethical practices, innovation, and community engagement has solidified our reputation as a reliable partner for financial confidence. We pride ourselves on fostering long-term relationships by delivering service excellence and adapting to evolving client needs.
Services
Tax Planning
Business Consulting
Compliance
Farm Accounting
NPOs & Charities
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of experience in accounting and tax advisory services.
- Our team provides personalized service tailored to individual client needs.
- We specialize in farm accounting and local business consulting.
- Our professionals hold CPA certifications and prioritize ethical practices.
- We are deeply committed to supporting the Lloydminster community.
Services
Tax Planning
We provide strategic tax planning to minimize liabilities and maximize cash flow for individuals and businesses. Our services include personal and corporate tax estimates, succession planning, and estate tax optimization. With expertise in evolving tax laws, we ensure clients achieve financial freedom through proactive strategies.
Business Consulting
Our business consulting services focus on growth strategies, financial management, and operational efficiency. We assist with budgeting, cash flow analysis, and succession planning, tailored to small and mid-sized enterprises. As fellow business owners, we offer practical insights to drive sustainable success.
Compliance
We handle comprehensive compliance services, including corporate (T2), personal (T1), and partnership (T5013) tax filings. Our team ensures accurate reporting, GST/PST preparation, and government program compliance, allowing clients to meet obligations without stress.
Farm Accounting
Specializing in farm accounting, we address complex agricultural tax challenges. Services include inventory management, AgriStability program compliance, and tax-efficient succession planning. Our team, with rural roots, understands the unique financial needs of farming operations.
NPOs & Charities
We support nonprofits and charities with tailored accounting solutions, including compliance, grant reporting, and financial planning. Our expertise ensures organizations maintain fiscal responsibility while focusing on their community-driven missions.
People
Erica V.N. OGrady
Managing Partner
A CPA with deep local roots, Erica leads with a commitment to community and client-focused service. She prioritizes ethical practices and innovative solutions for business and individual financial success.
Ryan Deis
Partner
Ryan combines CPA expertise with a passion for client collaboration. He specializes in business growth strategies and fosters a supportive team environment to deliver tailored accounting solutions.
Carly Breker
Partner
Carly builds trust through personalized client relationships, focusing on long-term financial confidence. Her approach emphasizes listening and adapting to unique client needs in public practice.
Greg Dewing
Partner
With CPA and CGA credentials, Greg offers broad expertise in business advisory, guiding clients from small startups to large organizations through strategic financial decisions.
Kyle Parker
Partner
A lifelong Lloydminster resident, Kyle prioritizes community relationships and collaborative problem-solving. His focus is on helping local businesses achieve sustainable growth and financial clarity.
Questions
What accounting services do you offer?
We provide tax planning, compliance, business consulting, farm accounting, and nonprofit services tailored to individual and organizational needs.
Do you specialize in any industry?
Yes, we specialize in agricultural accounting and support local farming operations with tax and compliance expertise.
Are you available for local businesses?
We serve Lloydminster, Vermilion, and Provost, offering in-person meetings and personalized support for local enterprises.
How experienced is your team?
Our partners hold CPA certifications and have decades of combined experience in accounting, tax advisory, and business consulting.
Can you assist with estate planning?
Yes, we offer tax-efficient estate planning strategies to ensure smooth transitions and financial security for your family.