At MBA CPA, we offer a comprehensive range of accounting and financial services tailored to meet the unique needs of business owners across Canada. Our goal is to help you make the best decisions for your business. We’re the accountants in Kelowna, BC who speak your language. We don’t baffle you with technical jargon. We explain the issues in plain English so that you can truly understand what your financial statements are telling you and then take the appropriate action to grow your wealth. Â
We prepare accurate and timely financial statements that provide a clear picture of your business’s financial health, helping you make informed decisions.Â
Our review engagements provide an appropriate level of assurance for most bonding & banking requirements, providing stakeholders with confidence in your financial information.Â
We compile your financial information into a format that meets your specific needs while ensuring compliance with Canadian accounting standards.
Our team ensures your personal tax returns are prepared accurately and efficiently, maximizing your eligible deductions and credits.
We develop tailored tax strategies to minimize your corporate tax burden while ensuring compliance with all relevant regulations.
Should you face a tax audit, our experienced professionals will guide you through the process, representing your interests and ensuring a smooth resolution.
We help you navigate the complexities of estate taxation, ensuring your legacy is preserved and your beneficiaries are protected.
Our strategic planning services help you chart a course for your business’s future, identifying opportunities for growth and mitigating potential risks.
We provide accurate and comprehensive business valuations to support your decision-making in various scenarios, from succession planning to mergers and acquisitions.
Our team offers expert guidance throughout the M&A process, from initial valuation to post-merger integration.
We help you develop and implement a robust succession plan to ensure the smooth transition of your business to the next generation or new ownership.
For businesses that need high-level financial expertise without the cost of a full-time CFO, our fractional CFO services provide strategic financial leadership on a part-time or project basis.
At MBA CPA, we’re committed to providing personalized, professional services that help you navigate the complex world of finance and accounting. Whether you’re a boutique business owner or a large corporation we have the expertise to meet your needs.
Contact us today to learn more about how we can support your financial success.Â
Let’s write your story.
Our 10 year vision is to bring The MBA Way to 15,000 business owners across Canada. To do this we are going to need more great team members.
At MBA every position in our organization is needed to make our vision a reality. Executive Assistants, Financial Planners, Accountants, Partners — and everything in between.
Contact us today to see if we’re a fit to set the traditional accounting firm business
model on fire.
Locations:
Kelowna & Victoria, B.C.
Head Office:
206 – 1353 Ellis Street
Kelowna, BC V1Y1Z9
(250) 763-4660
Victoria: By Appointment
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