We are a small strategic team of talented professionals with a wide range of financial and business skills. We are committed to provide each client in North Shore and Vancouver Lower Mainland with service and value beyond their expectation. We look forward to working with you. (Please read our disclaimer for detail)
“Yes, we work around your schedule … No need to take a day off work to deal with your tax, accounting and mortgage needs!”
Alice Cretelli, CPA, CMA
Chartered Professional Accountant
Alice began her accounting career from a local professional (Public Practice) Chartered Accountant firm in downtown Vancouver, before she ran her income tax preparation service at Metrotown (Crystal Mall) for a number of years. She then worked for the local government as a refund audit analyst and a corporate policy & financial accountant at the Ministry of Finance of the Province of British Columbia.
Combined with her 18+ years accounting and tax experiences in private and public sector, and her great interest in working with people, which serves her well in excelling her passion to provide high quality tax and bookkeeping services for her neighborhood and established her CPA accounting firm in West Vancouver in January 2019.
Alice understands that dealing with tax agency can be quite stressful for a lot of taxpayers and her role is to support her clients and taking this stress away.
“As an accounting and tax solution provider, I will work closely with you to sorting out and taking care of all your tax filing and compliance issues in a timely manner.”
Alice graduated from the University of British Columbia (UBC) with a Bachelor degree in Economics (B.A. Econ) and a post-baccalaureate Diploma in Accounting (DAP). She earned her professional accounting designation as a Certified Management Accountant (CMA) in 2005, which is now known as Chartered Professional Accountant (CPA).
She is also a certified QuickBooks Online ProAdvisor and an active presenter for the CPA Canada’s Financial Literacy program, where she is a registered volunteer & Community Connect Network member.
Her specialization is preparing income tax returns (personal & corporation) and Compilation financial statements (notice to reader engagement) for neighbourhood and small businesses.
“I am here to earn your trust as your personal professional accountant, one client at a time.”
Email me: email@example.com
Kammy Yau, BEcon
With 18+ years of experience in the Financial Industry, Kammy has provided professional financing advice and excellent customer service to her customers. With a Bachelor of Economics Degree from the University of British Columbia and having completed the Personal Financial Planning Course, she will work closely with you to customize a mortgage that is just right for you.
“Buying a home and finding the right mortgage can be a challenging task. As a mortgage planner, I work with dozens of lenders to find you a great deal and to give you true choice. I can help you find the optimal financial solution, get you excellent interest rates, and help you meet your goal of paying off your mortgage faster.”
Kammy works around your schedule. There is no need to take a day off work to deal with your mortgage! She will assist you with every aspect of your transaction and make it ‘Easier than you think’. Whether you’re a first time home buyer, refinancing an existing mortgage, transferring a mortgage, or simply have questions to ask, Kammy is here to earn your business.”
Email me: firstname.lastname@example.org