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Edge Financial

Comox, BC

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About

My experience includes 25 years in private industry with businesses of all sizes from $100k (2 employees) to $3B (3000 employees) in revenue. I have a passion for helping entrepreneurs succeed by providing the accounting and finance tools that many businesses lack.

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3 day response time

Reviews

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Q&As

Full service accounting:
- Bookkeeping and Payroll processing
- Year end support
- Financial Reporting
- Budgeting
- Cash flow management
- Consolidations
- Inventory accounting and costing
- Fundraising
- Financial Analysis
- System Analysis and Implementation

A highly qualified accountant does much more than “crunch numbers.” They ensure that your financial statements are accurate, compliant with tax regulations, and delivered on time so you can make informed decisions. By identifying opportunities for tax savings, optimizing cash flow, and flagging potential risks early, a great accountant can save you both time and money. Moreover, they serve as a strategic partner—helping you forecast growth, budget wisely, and adapt your operations to changing market conditions. In short, the right accountant is an investment that pays for itself through improved financial health and peace of mind.

I love helping entrepreneurs succeed and take the stress away from all of the nuances that come with accurate and timely accounting, bookkeeping, payroll processing, year end filings, tax returns, financial reporting, budgeting, cash management. Seeing a business owner smile when they finally have their records straight and tools they've never had before to help them make decisions is something that makes me light up!

After several years working within corporate accounting departments and advising small businesses, I realized many entrepreneurs were held back by outdated processes, lack of clear financial insight, and pressure from outside sources to provide financial data. I launched my own firm to bring sophisticated accounting standards to growing businesses—without the red tape or inflated fees. I’m passionate about demystifying finance: transforming balance sheets and budgets into actionable roadmaps that drive real results. Being independent allows me to tailor every service to each client’s unique needs and build lasting relationships grounded in trust and mutual success.

Clients choose me because I combine the rigor of a seasoned Canadian CPA with the hands‑on flexibility of a boutique practice. Whether it’s implementing QuickBooks Online, crafting a multi‑year budget, or reconciling complex ledgers, I deliver clear, jargon‑free guidance every step of the way. My commitment to responsiveness means you’ll never wait days for an answer, and my focus on proactive planning ensures you’re always one step ahead of regulatory changes or cash‑flow challenges. Above all, I take pride in treating your business as if it were my own—because your success is the best measure of my work.

Yes absolutely and would prefer to deliver my services this way. I am also happy to visit a client's office for meet-and-greets and other important meetings as well.

Working remotely is the primary way I keep my clients safe from Covid-19.

Services

I provide the full range of accounting support:

- Bookkeeping and Payroll processing
- Year end support
- Financial Reporting
- Budgeting
- Cash flow management
- Consolidations
- Inventory accounting and costing
- Fundraising
- Financial Analysis
- System Analysis and Implementation