A Fresh Approach to Indiviual and Business Finance

Tel: (1) 250 674 2442 Fax: (1) 250 674 2445

Financial planning to take your personal and business goals forward

My purpose is to offer a fresh approach to managing your financial and tax planning, aimed at helping you achieve your real world goals. I’m here to provide friendly, professional advice for your personal and business needs.

My business philosophy is simple:

  • Good financial decisions are based on an understanding how all aspects of a business work.
  • Helping you with sound financial management is a cost effective way to free you up to focus on your business ambitions.
  • Good working relationships are built on friendly, personal, efficient service, that respects the different ways we all need to work.

What can I help you with?

Tax and related year end:

  • Individual tax returns (T1)
  • Business tax returns (T1)
  • Tax planning
  • Corporate tax returns (T2) and year end financial statement preparation

Review and planning for small businesses:

  • Review of financial position and management review
  • Management accounting - budgets and cashflow forecasts
  • Advice on setting up a small business
  • Advice at key stages of growing your business

Other business support:

  • Bookkeeping services including GST and PST reports, and payroll management
  • Maintenance of legal records of small corporations

Here’s how it works...

  • Initial consultation at no cost
  • Flexible working hours
  • Your location in British Columbia doesn’t matter to us (we make the most of the internet so you don’t have to travel)

I want to hear from you.

I want to know what you're looking for in your personal and business plans, and what you'd find useful on this website. Please email me with any thoughts or questions.

Member of the Chartered Professional Accountants of British Columbia. Over 22 years experience in corporate and small business finance.

Clear focussed financial analysis

Copyright © 2010, Joanne Ovenden CPA