Business Details
46 Years
experience
Trusted Accounting & Financial Advisory Services in Edmonton
At KBH Chartered Professional Accountants, we have dedicated ourselves to helping people succeed for over four decades. Our integrated advisory model combines collaborative transparency with specialized expertise, serving business owners, professionals, and households across diverse industries. We prioritize client needs through flexible meeting times, a kid-friendly office environment, and tailored support for women in business. With 44 years of experience in accounting, tax, and business advisory, our team of certified professionals delivers progressive solutions aligned with evolving client goals. We measure success by how effectively our strategies empower clients, foster community impact, and create lasting value. Our commitment to innovation ensures we implement cutting-edge approaches while maintaining the personal service that distinguishes us.Backed by partnerships with industry leaders like TriCert Investment Counsel, we provide comprehensive financial planning and wealth management services. Recognized for responsiveness and reliability, we serve clients from Edmonton and beyond, supporting businesses through growth phases, tax optimization, and succession planning. Our teams diverse skill sets and deep industry knowledge enable us to address complex challenges across sectors including oil and gas, healthcare, construction, and not-for-profits. Through ALIGN by KBH, we offer cloud accounting and outsourced solutions to streamline financial operations. By combining technical excellence with client-centric values, we build long-term relationships grounded in trust and measurable outcomes.
Services
Accounting Services
Tax Planning
Financial Advisory
Wealth Management
Bookkeeping
Estate Planning
Business Succession
Investment Counseling
Cloud Accounting
CRA Audit Protection
Details
- Year established: 1980
Highlights and features
- We offer 44 years of specialized expertise in Canadian tax and business advisory services
- Our integrated advisory model combines accounting, tax, and wealth management solutions
- We provide flexible meeting times and a kid-friendly office environment for working families
- Our team includes certified professionals with industry-specific experience across 15+ sectors
- We maintain partnerships with investment counsel firms for comprehensive wealth planning
Associations and certifications
- CPA Alberta
What people say
Tremendous personal service
Quick responses
Knowledgeable in regulatory fields
Great combination of partners
Helped grow business
Services
Accounting Services
Our accounting services ensure accurate financial reporting through monthly, quarterly, and annual bookkeeping. We prepare review and audit engagements while maintaining transparent records. Our team delivers projections, special audit reports, and industry-specific financial statements to support informed business decisions.
Tax Planning
We specialize in Canadian tax strategies for corporations and individuals, including structuring, GST/HST compliance, and succession planning. Our experts maximize deductions while ensuring CRA compliance through proactive tax-saving approaches tailored to business owners' unique circumstances.
Wealth Management
Our wealth management services integrate retirement strategies, estate planning, and investment counseling. Through partnerships with TriCert Investment Counsel, we offer portfolio management solutions aligned with clients' long-term financial goals and risk tolerance levels.
Business Advisory
We provide fractional CFO services, leadership coaching, and strategic planning sessions to help businesses navigate growth challenges. Our advisory includes KPI development, operational efficiency reviews, and decision-making frameworks for sustainable success.
Estate Planning
Our estate planning services focus on minimizing tax liabilities and ensuring smooth asset transfers. We coordinate with legal advisors to create comprehensive plans that protect family wealth and business interests across generations.
People
Aman Perhar
Partner
CPA, CA, CBV-certified partner specializing in business valuations and forensic accounting. Brings technical expertise in complex financial matters and litigation support for corporate clients.
Chireen Chick
Managing Partner
Experienced CPA, CA leader overseeing firm operations. Focuses on client relationships and strategic growth while maintaining technical excellence in accounting standards and regulatory compliance.
Ward Thompson
Retired Partner
Founding partner with decades of mentorship experience. Recognized for exceptional client service and developing junior accountants through practical training programs during his tenure.
Lucy Davson
Senior Wealth Planner
Certified financial planner specializing in retirement strategies and investment counseling. Coordinates with accountants to deliver integrated solutions for high-net-worth individuals and families.
Jenn King
Senior Manager
CPA, CFE-certified expert in fraud prevention and internal controls. Leads audit engagements while providing risk management guidance to professional practices and small businesses.
Questions
What accounting services does KBH offer?
We provide bookkeeping, financial statement preparation, audit engagements, projections, and cloud accounting solutions tailored to business needs.
How does KBH support business growth?
Through strategic planning sessions, fractional CFO services, KPI development, and decision-making frameworks to optimize growth opportunities.
What tax planning services are available?
We offer corporate/personal tax preparation, GST/HST services, succession planning, and CRA audit protection for individuals and businesses.
Do you serve specific industries?
Yes, we specialize in oil & gas, healthcare, construction, professional practices, not-for-profits, and real estate sectors.
What wealth management solutions exist?
Our services include retirement planning, estate strategies, insurance optimization, and investment counseling through TriCert partnerships.
How are client relationships managed?
We assign dedicated teams with regular meetings, transparent communication, and customized reporting structures for ongoing support.
