Serving Greater Victoria Since 1992

Financial Reporting Services

Canadian & American

Reporting Done Right

Get the right advice for your unique situation

Personalized Plans

Chartered Professional Accountants are a self-governing body of professionals who are authorized by each individual province to provide professional accounting services, including financial reporting services; we are regularly reviewed to ensure our competency.

Not all Chartered Professional Accountants work in the Practice of Public Accounting; you can find many who act as controllers for corporations, various capacities in Government, not-for-profit entities and more.

Get the right advice for your unique situation

Personalized Plans

Chartered Professional Accountants are a self-governing body of professionals who are authorized by each individual province to provide Professional Accounting Services, including financial reporting services; we are regularly reviewed to ensure our competency.

Not all Chartered Professional Accountants work in the Practice of Public Accounting; you can find many who act as controllers for corporations, various capacities in Government, not-for-profit entities and more.

We Are Experienced Professionals

Bruce’s Personal Experience

For Bruce, the majority of his training has been in Public Practice; Although, he has also worked for the Canada Revenue Agency as a Financial Analyst for the Molson’s Group of Companies and as a Senior Corporate Accountant for the Real Estate Developer Bramalea Limited. This expanded experience outside of working with small businesses as Bruce does today has proven invaluable; He has learned, firsthand, how Canada Revenue Agency works, analyzed retail businesses for Molson’s and worked in Corporate Planning at Bramalea which had $ 8.4 Billion in Real Estate assets throughout America.

After getting his start in a small Public Practice firm of Chartered Accountants in Vernon,. B.C. Bruce found it very interesting to work his way through CRA in Vancouver and into large corporations in Toronto. The Toronto experience provided him with additional tools that helped him return to B.C. and to his roots in Public Accounting focused on small businesses as a “sole practitioner.” Being a sole practitioner requires a great deal of self-sufficiency. This self-sufficiency is supported by the broad experience Bruce has acquired. allowing him to be capable of dealing with the immense amount of change in taxation, accounting and technology.

We Are Experienced Professionals

Bruce’s Personal Experience

For Bruce, the majority of his training has been in Public Practice; Although, he has also worked for the Canada Revenue Agency as a Financial Analyst for the Molson’s Group of Companies and as a Senior Corporate Accountant for the Real Estate Developer Bramalea Limited. This expanded experience outside of working with small businesses as Bruce does today has proven invaluable; He has learned, firsthand, how Canada Revenue Agency works, analyzed retail businesses for Molson’s and worked in Corporate Planning at Bramalea which had $ 8.4 Billion in Real Estate assets throughout America.

After getting his start in a small Public Practice firm of Chartered Accountants in Vernon,. B.C. Bruce found it very interesting to work his way through CRA in Vancouver and into large corporations in Toronto. The Toronto experience provided him with additional tools that helped him return to B.C. and to his roots in Public Accounting focused on small businesses as a “sole practitioner.” Being a sole practitioner requires a great deal of self-sufficiency. This self-sufficiency is supported by the broad experience Bruce has acquired. allowing him to be capable of dealing with the immense amount of change in taxation, accounting and technology.

Moving Forward

New Technologies in Financial Reporting Services

We have seen Canada Revenue Agency utilize their electronic filing facilities to provide them with more information to use in audit and review programs; we have seen the IRS in the United States pursue American Citizens all over the world to file U.S. Tax Returns each year and to pursue U.S. citizens for past unfilled returns and taxes. We have seen the basis on which Financial Statements are presented go from being different in most countries to becoming one International Financial Reporting Standard.

You can be assured that when you engage Bruce’s services, or call to set up a no obligation appointment, that you will be provided with clear, correct information that will either provide the direction you seek or solve a problem you are considering, even if you are seeking one of the few services that a smaller firm cannot provide, we can refer you to the best available Chartered Professional Accountant to serve your needs and requirements.

Get In Touch

We pride ourselves on our ability to deliver exceptional services and to create a comfortable environment when it comes to your finances. Contact us to learn how you can get on track with your finances and feel comfortable while doing it.