Coquitlam & Metro Vancouver
Serving business owners across Metro Vancouver and the Lower Mainland.
Arrange a ConsultationTax planning · Accounting · AdvisoryStrategic tax planning
Strategic tax planning
for business owners.
Connect your tax decisions to the business you are building. KAI brings corporate accounting, bookkeeping, and financial advisory together so you can understand your position and plan your next move.
Strategic Tax Planning, Financial Architecture & Advisory
The whole financial picture
A financial plan that works with your business.
Your company’s tax position, cash flow, and ownership structure affect one another. We help you see those connections.
Whether you are growing your company, reorganizing your holdings, preparing for financing, or thinking about an eventual sale, we help you assess the financial implications before you commit.
Get to Know KAIOur servicesGood records.
Good records.
Better informed decisions.
Choose support for a specific issue or connect your accounting, tax, and advisory work in one ongoing relationship.
01
Tax planning
Review corporate and personal tax together. Plan compensation, major transactions, and your next stage of growth.
02Corporate structuring & succession
Connect operating companies, holding companies, and ownership arrangements to your business goals.
03Accounting & bookkeeping
Keep your books, payroll, tax filings, and year-end reporting connected, current, and useful.
04Business advisory & fractional CFO
Build forecasts, understand cash flow, prepare for financing, and put financial analysis behind growth.
05CRA representation & filing support
Organize records, review assessments, respond to correspondence, and address overdue filings.
06Specialized tax support
Discuss SR&ED, production accounting, film tax credits, and Canadian tax issues involving international activity.
The KAI approachWe don’t just file.
We don’t just file.
We design financial outcomes.
Practical guidance from experienced tax accountants, a CPA, bookkeepers, and a team that coordinates the work behind your file.
01
Planning throughout the year
Discuss tax and financial decisions while there is time to assess your options and act on them.
02
Experience with owner decisions
Our senior tax accountants each bring more than 15 years of experience to corporate tax, compensation, and planning.
03
Connected accounting and advisory
Your bookkeeping and year-end reporting provide the information needed for forecasting and strategic advice.
04
Clear next steps
Understand the options, the information needed, and the work that matters to your business.
Who we helpFor owners building
For owners building
what comes next.
Accounting and tax planning that reflect your business, its industry, and the decisions you face.
Working with KAIA clear start.
A clear start.
A coordinated relationship.
01 / Understand
Start with the business.
Tell us about your company, your current accounting arrangements, and the decision or deadline ahead.
02 / Define
Agree on the work.
We review the records and support required, explain the scope and fees, and coordinate what we need to begin.
03 / Plan
Connect the next steps.
Your financial information supports the tax planning, reporting, and advice agreed for your engagement.
Our reachRooted in BC.
Explore Our LocationsRooted in BC.
Growing across Western Canada.
Kelowna & the Okanagan
Our Kelowna office supports clients throughout the Okanagan.
Unit 200 - 1455 Ellis Street
Kelowna, BC
Calgary & Edmonton
We are expanding into Alberta. Contact us to discuss the service arrangements available.
Ask About AlbertaA few useful answers
Read All FAQsBefore we begin.
Can KAI handle our bookkeeping and corporate tax together?
Yes. We can coordinate bookkeeping, year-end accounting, corporate tax, and related planning within one engagement. We review your current arrangements and agree on the scope before starting.
How are fees determined?
Fees depend on the work required, the complexity of your business, and the condition of your records. We explain the proposed scope, fee structure, and any retainer before the engagement begins.
How do we move our accounting to KAI?
We review your software, records, filing status, and upcoming deadlines. With your authorization, we coordinate the information needed from your previous provider and explain any outstanding work.
Let’s start with your business
Book a ConsultationYour next financial decision, considered.
Bring us the issue you need to work through. We will help you identify the information and advice required to move forward.