Business Details
24 Years
experience
Trusted Accounting Services in Markdale, Ontario
Bowler & Company CPA Professional Corporation & Company CPA Professional Corporation has been serving small businesses and individuals in Grey County, Ontario since 2002. Founded by Gerry Bowler & Company CPA Professional Corporation & Company CPA Professional Corporation, a Chartered Professional Accountant with over 22 years at a national accounting firm, we combine deep technical expertise with personalized service. Our team of CPAs, CGAs, and associates specializes in corporate and personal tax returns, succession planning, bookkeeping, and business advisory services tailored to local needs.We maintain rigorous compliance with evolving tax regulations while prioritizing timely, practical advice. With combined decades of experience across agriculture, manufacturing, and retail sectors, we deliver strategic financial solutions that align with both regulatory requirements and client objectives. Our commitment to community extends through board memberships and local business support initiatives.
Services
Corporate Tax Returns
Personal Tax Returns
Estate Planning
Bookkeeping Services
Business Advisory
Succession Planning
Tax Compliance
Details
- Year established: 2002
Highlights and features
- We offer over 20 years of combined CPA experience in Grey County
- Our team maintains real-time compliance with Canadian tax law changes
- We provide personalized tax strategies for businesses and individuals
- Our firm serves 10+ communities across Grey County and surrounding areas
- We combine national firm expertise with local business understanding
Services
Corporate Tax Returns
Our Corporate Tax Return Services provide comprehensive solutions for businesses of all sizes. We ensure compliance with federal and provincial regulations while identifying tax-saving opportunities. Our CPAs deliver accurate filings and strategic advice to support business growth and financial stability.
Estate Planning
We specialize in creating customized estate plans that protect assets and ensure smooth wealth transfer. Our services include trust establishment, will preparation, and tax-efficient strategies. We help clients navigate complex estate laws to secure their family's financial future.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records for small businesses. We handle accounts payable/receivable, payroll processing, and financial reporting. Real-time data tracking ensures informed business decisions and audit-ready documentation throughout the year.
Business Advisory
We provide tailored business advisory services covering financial analysis, succession planning, and operational strategy. Our advisors help optimize business performance through cash flow management, tax planning, and growth strategy development specific to local market conditions.
Succession Planning
Our succession planning services ensure business continuity through leadership transition strategies. We develop comprehensive plans for ownership transfer, management succession, and tax-efficient exit strategies. This includes valuation analysis and implementation of transition timelines aligned with client goals.
People
Gerry Bowler
Founder & CPA
Gerry Bowler & Company CPA Professional Corporation & Company CPA Professional Corporation, CPA, CA, founded the firm in 2002 after 22 years at a national accounting firm. He specializes in tax services and business transactions, serving Grey County clients with personalized expertise since 2002.
Cindy Ross-O'Connor
CPA, CGA
Cindy Ross-O'Connor, CPA, CGA, joined in 2004 with expertise in financial statements and QuickBooks solutions. She serves diverse industries including manufacturing and agriculture, providing tailored accounting services to small businesses across Grey County.
Gord Coburn
CPA, CA
Gord Coburn, CPA, CA, brings 25+ years from national firms and 10+ years as Owen Sound practice partner. He specializes in agricultural, construction, and estate planning services, offering expert advice to local businesses and families.
James Anderson
CPA
James Anderson, CPA, joined full-time in 2018 after completing CPA designation. He provides corporate and personal tax solutions, leveraging his education from Wilfrid Laurier University to support small businesses in Grey County.
Evan McCallum
CPA, CGA
Evan McCallum, CPA, CGA, specializes in GST/HST compliance and corporate tax. With CPA Canada practitioner training, he has served local businesses since 2014, offering expertise in tax planning and accounting services.
Questions
What accounting services do you offer for small businesses?
We provide corporate tax returns, bookkeeping, payroll, business advisory, and succession planning services tailored to small businesses in Grey County.
Do you handle personal tax returns for individuals?
Yes, we prepare personal tax returns and provide tax planning strategies for individuals, including self-employed professionals and retirees.
What estate planning services are available?
Our estate planning includes wills, trusts, power of attorney documents, and tax-efficient wealth transfer strategies to protect your assets.
How do you support business succession planning?
We develop customized succession plans covering leadership transition, ownership transfer, and tax-efficient exit strategies for business owners.
What areas do you serve?
We serve Markdale, Owen Sound, Meaford, The Blue Mountains, Collingwood, Hanover, Flesherton, Thornbury, Dundalk, and surrounding areas in Grey County.
Can you help with QuickBooks accounting software?
Yes, our team provides QuickBooks setup, training, and troubleshooting services to help businesses manage their financial records efficiently.