CPA Portfolio — Calgary Accounting Practice

Deep expertise in the industries that build Alberta

Calgary's economy runs on trades, energy, real estate, and the entrepreneurs who show up every day. I've built my practice around the financial realities of these industries — the cash flow patterns, the CRA complexities, the growth challenges. You get a CPA who already speaks your language.

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Contracting & Construction

General contractors, subcontractors, and project-based builders. I handle the financial complexity of holdbacks, WCB, progress billing, and job costing so you can focus on the build.

Job Costing Holdbacks WCB Progress Billing

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Trades & Home Services

Electricians, plumbers, HVAC, welders, and skilled tradespeople running their own shops. From incorporation decisions to vehicle deductions and crew payroll, I've got your books handled.

Incorporation Vehicle Deductions Crew Payroll Tool Expensing

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Oil, Gas & Energy Services

Field operators, oilfield service companies, and energy consultants. Alberta's energy sector has unique tax treatments and CRA compliance requirements — I navigate them for you year-round.

Field Services Per Diem Planning Resource Deductions T2 Optimization

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Real Estate & Property

Rental property owners, flippers, and real estate investors. I structure your holdings to minimize tax, track capital gains exposure, and keep your portfolio CRA-compliant.

Rental Income Capital Gains Holding Structures HST on New Builds

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Transportation & Logistics

Owner-operators, trucking companies, and freight businesses. Fuel costs, asset depreciation, owner-operator deductions, and fleet management — I know the numbers that matter in this industry.

Fleet Depreciation Fuel Tax Credits Owner-Operator Lease vs Buy

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Hospitality & Food Service

Restaurants, food trucks, catering, and hospitality operators. Tight margins demand tight books. I provide real-time financial visibility and GST/tip compliance support so nothing slips through.

Tip Reporting GST Compliance Cost of Goods Payroll

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Healthcare & Professionals

Physicians, dentists, physiotherapists, and regulated professionals. Professional corporation structuring, salary-dividend mix, and medical expense planning tailored to Alberta's regulated professionals.

Professional Corp Salary-Dividend Mix RRSP Strategy Medical Expenses

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Tech & Creative Services

Consultants, agencies, software developers, and freelancers scaling their practice. SR&ED tax credits, stock options, and the right corporate structure to protect your IP and defer tax as you grow.

SR&ED Credits Consulting Corps IP Structures Scaling Advisory

Six pillars of financial excellence

Whether you're a founder who needs a strategic financial partner, a corporation navigating tax season, or a family looking to protect what you've built — my work is defined by precision, discretion, and a genuine commitment to your financial wellbeing.

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Fractional CFO Services

Executive-level financial leadership without the full-time price tag. I embed into your business to drive profitability, manage cash flow, and build the financial infrastructure that supports sustainable growth in Calgary's competitive market.

Cash flow forecasting & modelling
KPI dashboards & board reporting
Budget planning & variance analysis
Lender & investor relations support
Strategic business advisory

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Corporate Tax Planning

Alberta's corporate landscape offers real tax advantages — but only when you know how to capture them. I deliver proactive tax strategies that minimize liability, ensure CRA compliance, and keep more profit working inside your business.

T2 corporate tax returns
Small business deduction optimization
Salary vs. dividend planning
GST/HST advisory & filings

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Personal Tax & Wealth

Your personal finances deserve the same strategic attention as a corporation's. I work with high-earning individuals, business owners, and families across Calgary to build tax-efficient plans that protect income and grow long-term wealth.

T1 personal tax returns
RRSP, TFSA & FHSA strategies
Investment income planning
Rental property reporting
Estate & succession planning

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Bookkeeping & Records

Accurate, up-to-date books are the foundation of every sound financial decision. I manage your day-to-day financial records so you always have a clear picture of where your business stands — and your accountant never has to clean up a mess at year-end.

Monthly & quarterly bookkeeping
Bank & credit card reconciliation
Accounts payable & receivable
Payroll processing & remittances
QuickBooks & Xero setup

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Financial Statements

Whether for lenders, investors, or internal decision-making, I prepare financial statements that are accurate, compliant, and clearly communicate the story of your business. From notice-to-reader to review engagements, I match the right product to your needs.

Notice-to-reader compilations
Balance sheet & income statement
Cash flow statements
Year-end working paper files

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Financial Coaching

Beyond compliance and reporting, I work one-on-one with individuals and business owners to build financial literacy, improve money habits, and create a clear roadmap toward long-term financial independence.

Personal budget & cash flow planning
Debt reduction strategies
Savings & investment goal setting
Financial literacy education
Business owner wealth planning

You deserve more than a accountant who shows up at tax time. You deserve a financial partner.

Most accounting firms treat clients like file numbers. I built this practice on a different belief — that every business owner and individual deserves the same quality of financial thinking that Fortune 500 companies take for granted. I bring that thinking to you, personally.

Whether you're a founder trying to scale, a professional building wealth, or a family navigating complexity — I'm in your corner all year long, not just in April.

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You work directly with me

No hand-offs to junior staff. Every call, every file, every strategy session — you get the CPA, not an assistant.

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Proactive, not reactive

I don't wait for you to call with a problem. I monitor your financial position year-round and flag opportunities before they pass.

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Straightforward pricing

No billing surprises. Flat fees and transparent scopes mean you always know what you're paying for — and why it's worth it.

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Built for growth

From your first incorporated year to your eventual exit or succession, my services grow with your ambitions.

Discovery & Assessment

Every engagement begins with a candid conversation about where you are financially and where you want to go. I review existing records, identify gaps, and understand your industry dynamics — whether you're in oil & gas, tech, retail, or professional services.

Custom Strategy Design

No templates. I build a tailored financial plan that aligns with your specific tax position, business structure, and growth ambitions. For fractional CFO clients, this means a living financial model. For tax clients, it means a multi-year optimization roadmap.

Execution & Compliance

From bookkeeping to CRA filings to board presentations, I handle the details with precision. Every deadline is met. Every document is audit-ready. Every filing reflects your best possible position under the Income Tax Act.

Ongoing Partnership

I don't disappear after tax season. Regular check-ins, proactive alerts on legislative changes, and open-door access throughout the year ensure your finances stay aligned with your goals — and you're never caught off guard.