top of page
victoria-inner-harbour.jpg

Corporate Engagements

Year-end support that feels like a partner, not a deadline

For entrepreneurs and business owners, year-end is where everything comes together – your bookkeeping, your tax, your plans, and your stress. Our role is to make that feel manageable, predictable, and as painless as possible.

From our bases in Port Alberni, Ucluelet, and Qualicum Beach, we help small businesses and corporations across the island and beyond close their year with clean financials, clear tax reporting, and practical insight for the years ahead.

Year-end accounting and tax, tailored to real businesses

We support owners and managers with:

  • Year-end financial statement preparation (compilations)

  • Corporate year-end working papers and adjusting journal entries

  • Coordination of T2 corporate tax returns and related filings

  • Review of bookkeeping and clean-up of accounts before year-end

  • Owner compensation planning in connection with year-end (salary/dividend mix)

Everything is done with an eye on both compliance and what the numbers mean for your cash flow, goals, and next decisions.

What it’s like to work with us

You are not just dropping off a box of receipts or a backup file. You’re working with a team that knows your story.

  • A friendly, approachable team that speaks in plain language and explains what your year-end results actually mean.

  • Senior professionals who make time to sit down, listen, and walk through questions – not just send you a package to sign.

  • Open-door, no-stupid-questions culture: if something doesn’t make sense, we slow down and go through it.

  • A values-based approach – we protect our people and our clients, and we only work in relationships that are respectful and aligned with our ethics.

​Because we look after our team with a genuine work–life balance and a strong family feel, they bring that same care, patience, and consistency to your year-end work.

Our year-end process, made simple

You have enough on your plate running the business; year-end shouldn’t be a mystery.

  1. Touch base
    We start by confirming deadlines, your current bookkeeping status, and any major changes during the year (new loans, assets, owners, etc.).

  2. Gather and clean up
    We work with you and your bookkeeper (or our team, if you use our bookkeeping services) to ensure records are complete and ready for year-end.

  3. Prepare and review
    We prepare your year-end financial statements and related schedules, then walk you through the results, highlighting trends, risks, and opportunities.

  4. File and look ahead
    We coordinate with the tax team on your corporate return, discuss planning ideas for the next year, and set expectations so the next year-end is even smoother.

​This structure keeps things transparent and reduces last-minute surprises for you and your staff.

Integrated with bookkeeping and advisory

Many of our business clients also work with us for bookkeeping and advisory support, which makes year-end far more efficient and useful.

  • Bookkeeping that is aligned with year-end and tax requirements from day one

  • Ongoing advice through the year on cash flow, payroll, and remittances

  • A consistent team that understands both your day-to-day and your long-term goals

Instead of scrambling at year-end, you get steady support throughout the year from people who know your business well.

Rooted in local business and community

We live and work in the same communities as our business clients – we see you at the rink, the golf course, community events, and local fundraisers. That connection keeps us grounded in the realities local businesses face: seasonality, staffing challenges, rising costs, and the responsibility of supporting employees and families. It’s why year-end with us is not just about closing the books; it is about helping you build something sustainable for your team, your family, and your community.

Let’s talk about your next year-end

If your year-end currently feels rushed, confusing, or like everyone is scrambling at the last minute, there is a better way.

Reach out to our team to talk about your fiscal year-end, your bookkeeping setup, and how we can help make your next year-end clearer, calmer, and more useful for your business.

Get in touch today to learn more about how we can help your business succeed.

+1 (250) 724-5717

  • Facebook
  • Instagram

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.

Type of Inquiry
bottom of page