As a full-service Chartered Professional Accountant firm based in West Kelowna, British Columbia, we provide personalized accounting, bookkeeping, payroll, business advisory, and taxation services to individuals and businesses. Our goal is to help clients develop solid financial management strategies while building strong working relationships based on mutual trust and respect. Our services include accounting and assurance, bookkeeping and payroll, business advisory, and taxation services. We listen to our clients, review and answer their questions, and provide in-depth knowledge of their business finances, cost-saving options, and tax planning. By doing so, we equip our clients with valuable tools and information to further develop their business.
Lisa's expertise, efficiency, and friendly demeanor have earned her high praise from many clients.
A few clients have reported unfriendly treatment and a lack of willingness to help.