MBA Chartered Professional Accountants Inc. is one of the leading Kelowna accounting firms, helping entrepreneurs and business owners achieve long-term success and financial freedom through personalized, professional, and innovative corporate tax and business tax services. As trusted tax accountants in Kelowna, we prioritize client-first accounting strategies tailored to your goals.
Led by Peter McFadden and his team of experienced Chartered Professional Accountants, MBA CPA is Kelowna’s premiere boutique-style accounting firm for entrepreneur and business accounting, financial statement preparation, corporate tax preparation, business advisory services, wealth management and estate planning. MBA CPA provides unlimited access to its highly knowledgeable team to ensure business owners feel confident, secure and equipped to achieve their financial goals.
Our team of experienced Kelowna accountants specialize in Corporate Financial Statement Preparation & Tax Compliance, ensuring your business remains compliant, organized and positioned for growth. Whether you’re a small business owner or managing a larger corporation, our CPAs deliver accurate financial insights and proactive tax strategies tailored to you.
Offering Business Advisory, Estate Planning & Wealth Management Services, our team of chartered professional accountants understand that each individual and each business is unique – with complex and varied financial goals. At MBA CPA, we take the time to understand your objective and deliver tailored strategies to provide comprehensive financial solutions that drive growth, protect assets, and secure long-term financial prosperity.
We understand that not every business requires — or can afford — a full-time Chief Financial Officer. That’s where our Fractional CFO Services come in. Our team can provide high-level financial expertise tailored to your business’s unique needs, whether for a specific project or on a part-time basis.
In Kelowna’s fast-paced and competitive business landscape, entrepreneurs and business owners need far more than a basic year‑end tax return. They need a business accountant that offers forward-thinking strategic insight, reliability and ongoing guidance that adapts as their business evolves. That’s exactly what The MBA Way delivers. Whether you’re a startup, a mature enterprise, or preparing for a transition, MBA CPA provides proactive leadership and actionable insights. If you’re searching for a strategic accountant in Kelowna, a dependable fractional CFO, an expert in corporate tax, or an experienced estate planner, you’ve found your team with MBA CPA. Let’s build your roadmap for growth, wealth and legacy together.
Corporate tax planning & preparation: Our chartered professional accountants ensure compliance with CRA regulations while proactively minimizing tax burdens.
Fractional CFO services: Get senior-level financial leadership on a part-time or project basis. This is ideal for growing companies that don’t yet need a full-time CFO.
Estate planning services: From wills to complex estate tax structuring, we protect your legacy and optimize wealth transfer with precision and care.
Comprehensive business advisory & wealth management tailored to your goals, whether you’re scaling, planning succession, or considering an acquisition.
Transparent, subscription-style pricing with unlimited access to your Kelowna CPA, so you never have to worry about surprise bills again.
Trusted tax accounting services in Kelowna: personal; corporate; and estate-level, from a team that truly cares and responds promptly.
At MBA CPA, we go beyond the traditional role of a business accountant. Yes, we handle the essentials like corporate tax filings, CRA compliance and accurate financial statements, but that’s just the beginning. The MBA Way is a client-first, strategy-driven approach that reflects the needs of modern business owners:
Unlimited access to your Kelowna CPA team, so you can ask questions, get advice and make timely decisions without worrying about hourly billing.
Upfront, all-inclusive pricing with no surprise invoices or billable-hour guessing games. Just clear value for services you actually need.
Strategic financial planning that connects your business growth, personal wealth, retirement goals and estate planning into one cohesive framework.
Whether you’re navigating complex corporate tax planning, seeking a trusted fractional CFO in Kelowna, or looking for integrated business advisory services, we treat every client relationship as a long-term partnership. With MBA CPA, you’re never just a file number. You’re a founder, a decision-maker and a visionary. We’re here to help you grow with confidence.
Entrepreneurs are essential to society
From creating jobs to generating tax revenue, business owners are the backbone of strong communities.
The traditional CPA model is broken
Clock-watching and billable hours discourage collaboration. It limits the very advice that could help you grow.
The MBA Way changes the game
Whether you need a fractional CFO, estate planner in Kelowna, or a proactive business strategist, we bring clarity and structure to your finances, without charging by the hour.
We start with who you are and what you want, professionally and personally. We tailor our accounting strategy to reflect your vision, not just your bottom line.
Our proprietary Four Planning Pillars™ of Business, Wealth, Retirement and Estate form a comprehensive framework that keeps your goals aligned, whether you’re scaling up or preparing to exit.
Looking for an estate planner in Kelowna? We’ve helped countless families protect their legacy with tax-efficient estate strategies.
Markets shift. Life happens. As your financial needs evolve, we’re here with proactive support and unlimited access to your Kelowna CPA team. There’s no need to book a meeting weeks out just to ask a quick question.
MBA Chartered Professional Accountants Inc. stands as a leader among Kelowna accounting firms, offering personalized and forward-thinking solutions for business owners and entrepreneurs. Under the leadership of Peter McFadden, Gold Winner for Best Accountant in the 2025 Best of Kelowna Awards, MBA CPA has earned a reputation for delivering high-quality service and strategic insight across a wide range of industries. In today’s dynamic and competitive environment, having a knowledgeable and proactive tax and business advisor is more critical than ever. At MBA CPA we believe that accounting goes beyond compliance, it’s about understanding the financial story behind your business and using that insight to fuel growth. Our experienced team of tax accountants in Kelowna is dedicated to helping clients navigate complex financial decisions and corporate tax with clarity and confidence.
As an experienced Chartered Professional Accountant, Peter McFadden upholds the highest standards of integrity, professionalism, and ongoing education. Whether you’re seeking guidance on corporate tax, business tax, or long-term financial planning, you can trust MBA CPA to deliver transparent, reliable service that aligns with your goals. Kelowna’s business landscape is rich and diverse, spanning sectors like real estate, construction, hospitality, and professional services. This complexity demands an accounting partner who understands how industry-specific needs intersect with Canadian tax regulations. That’s where MBA CPA excels. From corporate structuring and strategic tax planning to financial statement preparation and business advisory services, we provide comprehensive support that adapts to your evolving needs.
As one of the top-rated accounting firms in Kelowna, we are proud to support local businesses at every stage of their journey, from new ventures to established companies seeking to maximize efficiency and profitability. Our proactive approach helps clients stay ahead of deadlines, uncover tax-saving opportunities, and make well-informed decisions that protect their bottom line. With MBA CPA, you’re not just working with an accountant, you’re gaining a long-term partner invested in your success. Through one-on-one consultations and customized accounting solutions, we turn financial complexity into strategic clarity, empowering you to focus on what matters most: growing your business.
For business owners seeking expert advice, award-winning service, and a team that truly understands corporate and business tax, MBA Chartered Professional Accountants Inc. is the a Kelowna accounting firm to trust. Discover why we’re a leading choice for accountants in Kelowna and book your consultation today.
Locations:
Kelowna & Victoria, B.C.
Head Office:
206 – 1353 Ellis Street
Kelowna, BC V1Y1Z9
(250) 763-4660
Victoria: By Appointment
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