Audit & Assurance
Building trust through meaningful assurance
We’re a people-first firm that happens to be very good at numbers. Our team is proud to support not-for-profits, community organizations, and local businesses across Vancouver Island and coastal British Columbia with thoughtful, reliable audit and assurance services.
The goal is never just “get the audit done.” The goal is to help you clearly tell your financial story so your board, funders, lenders, and community can move forward together with you in confidence.
Whether you’re managing grant funding, overseeing a charity, or running a growing business, you’ll work with an experienced local team that genuinely cares about your people, your mission, and your long-term success.
Audit and assurance for organizations that care about their community
-
Audits for not-for-profit, charitable, and public sector organizations
-
Review engagements for small and medium-sized businesses
-
Special-purpose reports for funders, regulators, lenders, and other stakeholders
These services are designed to meet your compliance requirements while also giving you clear, practical insights you can actually use in day-to-day decisions.
What it’s like to work with us
You’ll notice quickly that we don’t feel like a typical accounting firm. Our culture is family-oriented, collaborative, and grounded in real work–life balance – and that shows up in how we work with clients and with each other.
-
Friendly, plain-language conversations instead of jargon and technical lectures
-
Year-round contact, not just a flurry of emails and deadlines at audit time
-
Practical recommendations that respect your existing team, systems, and budget
-
An open-door mindset: questions are encouraged, partners make time, and you always know who has your back.
Because we protect and support our people, they are empowered to protect and support you – including saying “no” to work or relationships that don’t align with our values.
Our audit process, made simple
You don’t need to know every standard. You just need to know what happens next.
-
Listen
We start with a conversation about your organization, your funding, your deadlines, and any pain points from past audits. -
Plan
Together, we build an audit plan that fits your schedule, your reporting requirements, and your team’s capacity. -
Verify
Our team completes the fieldwork, communicates clearly along the way, and is available to answer questions as they come up. -
Reflect
We walk you through the results in plain language, highlight key risks, and share ideas to strengthen controls and processes for the year ahead.
This structure keeps the process transparent, predictable, and as low-stress as possible for your staff, volunteers, and leadership.
Not-for-profits are our heartbeat
Not-for-profits and charities play a unique role in our communities. Their needs are different than traditional businesses. We understand that world.
-
Experience working with BC societies, registered charities, and public sector organizations.
-
Comfortable working with boards, volunteer treasurers, and part-time bookkeepers.
-
Support with funding and grant reporting, including what auditors typically need for government and foundation funders.
-
Familiarity with BC regulatory and reporting frameworks relevant to not-for-profits.
Our community perspective is shaped by real involvement – from hockey and golf to hospice, family services, and local festivals – so when you talk about impact, we understand exactly what that means on the ground.
Rooted in our community
Outside the office, you’ll find our team cheering on the Alberni Valley Bulldogs, supporting events like the Port Alberni Salmon Festival and local charity golf tournaments, volunteering on boards, and backing a wide range of local charities and initiatives. That same commitment to community shows up in our audits: respect for your mission, appreciation for your volunteers and staff, and a careful approach that recognizes every donated dollar carries a story.
Let’s make your next audit easier
If you’re dreading audit season or planning your first audit, a conversation can help you map out what you actually need and what the process will look like.
Reach out to our team to talk about your organization, your deadlines, and how we can make your next audit lighter, clearer, and more useful for everyone around the table.
When you’re ready, the same “family, values, community-first” thread can be woven into your tax, advisory, and bookkeeping service sections so the whole Services area feels cohesive.
Get in touch today to learn more about how we can help your business succeed.
+1 (250) 724-5717
When you reach out to us by email or the form below, remember electronic communication is not always secure. Please avoid sending any highly sensitive personal information (such as full SINs or full credit card numbers) by email or through this form. For sensitive documents, we recommend using our secure client portal or another secure method of transmission that we have agreed on together.