As people who’ve run businesses before, we have a level of appreciation for the stress of making hard financial decisions. Making a profit isn’t always intuitive or easy especially when you’re swamped with information. It is tough to get insights without the right education and experience. Our team has both, and in good quantity. When do you want to retire? How have you planned to get there? We blend both your personal and professional plans into our business model to help you save money and stay on the right path for living and operating your business within your means while maximizing your income.
We believe in setting goals and then creating a real plan to get there. Everyone’s goals are different and there isn’t a one size fits all. We will help you think through what’s important to you and then make a plan to get there.
Kent is an enthusiastic, real-world-oriented Chartered Professional Accountant. He has had extensive experience operating successful businesses in BC and Alberta. While accounting has its foundation in journal entries and ledgers, Kent spends most of his time helping owners make the key decisions necessary to ensure their companies grow and thrive.
On a personal note, Kent enjoys squash, triathlons, fishing and spending time with his growing family. Volunteering and being an active member in the community are very important to Kent, and he regularly participates in a variety of annual community-based initiatives meant to help those less fortunate.
Tax & Financial Planning
Taxes represent one of the largest expenditures you’ll ever make. Having a good tax plan is very important. We’ll help you make a tax and financial plan that get’s you where you want to be.
Accounting & Bookkeeping
Our Kelowna accounting firm can help you prepare complex tax returns (personal and corporate), GST/PST returns and many other CRA filings. We can supervise the completion of your books and take an active role in ensuring you’re organized and on time with compliance filings.