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Accounting Tasks

Consulting Services

Business Succession Planning

Business succession is a multifaceted process with various considerations. Beyond ensuring the ongoing success of the business, owners often seek to achieve fair value, minimize tax liabilities, and address individual goals. With our extensive expertise in tax, succession, and estate planning, we're well-equipped to navigate these complexities and ensure seamless business continuation.

Retirement Planning

Retirement planning is a multifaceted endeavor with diverse considerations. Beyond securing financial stability post-retirement, individuals aim to optimize savings, minimize tax burdens, and align investments with long-term goals. Drawing on our expertise in retirement planning, tax strategies, and financial management, we're well-equipped to navigate these complexities and guide you toward a confident and prosperous retirement.

Buying or Selling a Business

Partnering with an accountant for financial planning is crucial. Our expertise, objectivity, and strategic insight ensure compliant and successful plans. We navigate regulations, maximize opportunities, and safeguard assets. With us, you'll make informed decisions, achieving long-term financial goals confidently. 

Consulting Services

Our chartered professional accounting firm provides a range of consulting services tailored to your business needs. From assisting in accounting software selection and implementation to optimizing business processes. Our management advisory services ensure strategic guidance for informed decision-making, empowering your business for sustainable growth and success.

Business Valuation

Conducting a business valuation is a nuanced task with numerous factors to consider. Beyond determining the monetary worth of the business, owners aim to ensure accurate value realization, minimize tax implications, and align with specific goals. Leveraging our expertise in business valuations, tax strategies, and financial planning, we're adept at addressing these intricacies to support informed decision-making and strategic growth.

Contact Us


162 Oriole Road

Kamloops, BC  V2C 4N7


Opening Hours

Mon - Thur

8:00 am – 4:00 pm


8:00 am – 12:00 pm

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