Accounting Firms Kelowna: The MBA Way

Advice.
For Your Life.

In a profession focused on numbers, processes and scheduling year-ends — our clients need us to be a different kind of partner.

You’ll realize the value in our relationship when you recognize that we don’t see you as a transaction.

Yes, we take care of your annual financial statements and tax filings like the traditional firms do — but that’s where the similarities end.

Our 3 Core Beliefs

We believe you (Business Owners) are the most important people in society

Without business owners, we have no commerce
Without commerce, we have no tax revenue
Without tax revenue, we have no government
Without government, we have no social support systems
Without social support systems, we have no society

We believe the traditional accounting firm business model is flawed and fails to serve you

The billable hour is oppressive and blocks you from getting timely expert advice
Churning out tax returns and treating you like a transaction doesn’t give you what you need

We believe The MBA Way gives you what you truly want and deserve

Unlimited access to your trusted advisor
Transparent, upfront pricing so you make an ROI (return on investment) decision with respect to working with your CPA
Planning and advice that helps you achieve your life goals

Advice For Your Life

Our accountants of choice have always been MBA Chartered Professional Accountants Inc. MBA is exceptionally efficient and accurate. We appreciate how accessible they are and quick to respond to issues needing answers.

MBA has advised us beyond the basics of our accounting needs. Since working with them, we have executed valuable growth strategies that we didn't think possible. With their advice, we have taken on more projects.

For nearly 20 years, Peter and his team at MBA has taken care of our business accounting, family and personal tax needs, as well as our estate and wealth planning. We feel extremely confident in their financial guidance and know they have structured our business and estate plans in such a way that best suits our family's needs.

We love the professional accounting services we get from MBA because of their individualized approach to dealing with our personal and business needs. They are thorough and go above and beyond for their clients.

Let's Write Your Story

The MBA Way provides you with the clarity and confidence that all your hard work is moving you towards the life you want and deserve.

ASSESSMENT

At MBA, we take the time to really get to know you. Your personalized accounting plan is built out of an understanding of your goals and dreams. Unlike traditional CPA firms, we don’t bill by the hour. We take as much time as we need to get a clear picture of what’s important to your business and your life.

™ALIGNMENT

This is where you’ll see the defining difference in a partnership with MBA: our 4 Planning Pillars™ approach. This alignment step provides you incredible insight and relief. You gain clarity on your personalized Business, Wealth, Retirement & Estate Plans and can feel confident knowing they are in alignment to build the life you truly want and deserve.

MAINTENANCE

Experience has shown us that life continuously changes — priorities shift and certain outcomes can’t be controlled. With all that in mind, MBA continues to monitor your progress and make adjustments to keep you moving forward. With unlimited access to our team, you can feel secure knowing that you can contact us whenever life throws you a curveball.

Advice.
For Your Life.