Pivotal CPA

Business Details

50+ Years

experience

Trusted Accounting & Advisory Services in Red Deer County

Pivotal CPA has been delivering expert financial management and accounting services since 1958, empowering clients across Central Alberta and Canada to focus on business growth. Our team of over 35 dedicated professionals combines technical expertise with a community-minded approach, prioritizing personalized service and long-term client relationships. With ISO 9001 certification and decades of experience serving diverse industriesincluding not-for-profits, agriculture, and public companieswe emphasize continuous learning, integrity, and proactive financial strategies.

Our core values drive us to look beyond numbers, fostering success for clients and contributing to community development through active involvement in local organizations and professional leadership roles.

Services

Bookkeeping Taxation Advisory Business Planning Wealth Planning

Details

Year established: 1958

Highlights and features

We offer over 65 years of experience in accounting and financial advisory services.
Our team includes ISO 9001-certified professionals with industry-specific expertise.
We prioritize personalized service through long-term client relationships and community engagement.
We specialize in serving diverse sectors including not-for-profits, agriculture, and public companies.
Our partners hold leadership roles in professional and community organizations.

Associations and certifications

ISO 9001

What people say

Trusted Accounting Team Wealth of information Instrumental in strategic planning Proactive and cooperative approach Invaluable to our success

Website

Update Listing

Services

Bookkeeping

Our bookkeeping services ensure accurate financial record-keeping tailored to your business needs. We handle day-to-day transactions, payroll processing, and financial reporting to maintain compliance and clarity. Clients benefit from streamlined operations and real-time insights into their financial health.

Taxation

We provide comprehensive tax planning and compliance solutions for individuals and businesses. Our experts stay updated on evolving regulations to maximize deductions while ensuring timely filings. Services include income tax preparation, GST/HST reporting, and strategic tax-saving consultations.

Business Planning

Our business planning services develop actionable strategies for sustainable growth. We analyze market conditions, financial performance, and operational efficiency to create customized roadmaps. Clients receive ongoing support for implementation and adaptation to industry changes.

Wealth Planning

Wealth planning services focus on optimizing personal and business financial futures. We assess investment portfolios, retirement goals, and risk management strategies to build tailored plans. Our approach ensures long-term financial security aligned with client objectives.

Advisory

Our advisory services offer expert guidance on complex financial decisions. From mergers and acquisitions to succession planning, we provide data-driven recommendations. Clients gain clarity on risks, opportunities, and strategic direction for informed decision-making.

People

Dave Minhas

Managing Partner

CPA and CBV-designated expert in tax and business valuation with over 15 years at Pivotal CPA. Specializes in guiding business sales and acquisitions while serving on CPA Canada committees.

Donald Oszli

Partner

30+ years of auditing experience and multiple certifications including CIA. Active community leader with roles in Red Deer Chamber of Commerce and Alberta Utilities Consumer Advocate.

Konstantin Neykurs

Partner

Passionate about strategic tax planning and IT integration. Serves not-for-profits and energy sector clients while contributing to local charitable initiatives like 100 Men of Red Deer.

Stacey Poier

Partner

Focuses on gas co-operatives and construction industry clients. Combines tax expertise with HR leadership to maintain Pivotal CPA's family-friendly workplace culture.

Keith McPhedran

Partner

Specializes in tax compliance for owner-managed businesses. Active in community organizations including Red Deer & District Chamber of Commerce and Piper Creek Optimist Club.

Questions

How can I ensure compliance with tax regulations for my business?

Ensure tax compliance by understanding obligations, maintaining accurate records, using professional software, and consulting experts. File timely returns, separate finances, and explore incentives.

What accounting software is best suited for small businesses?

QuickBooks Online, Xero, and FreshBooks are popular choices. Selection depends on business size, industry needs, and scalability requirements. Contact us for personalized recommendations.

What steps can I take to optimize cash flow in my business?

Monitor cash flow trends, improve receivables, manage payables wisely, maintain cash reserves, cut unnecessary costs, and leverage inventory management technology for better liquidity.

How can I plan for long-term financial success in my business?

Set clear financial goals, conduct regular analysis, diversify revenue streams, invest strategically, and balance growth with risk management. Seek expert guidance for tailored strategies.

Reviews (5)

Write a Review

Melissa M.

Jun 25, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
We highly recommend Pivotal LLP. Their service is professional, prompt, and friendly!

Rob Alcorn

Jun 28, 2020 Report

Dave Minhas and his team has added great value to my business's. They look after all my employees EFT payments, T4's, ROE's, and much more. It saves me to having to hire permanent staff because the nature my my business is seasonal and stock driven. They continue to help keep my overhead low. Pivotal's experts in many different financial areas have come in handy for me multiply times. Its nice to be able to have one stop shopping at Pivotal with fair bills.

Jamie Hanes

Dec 22, 2019 Report

"Great company. Always supportive and helpful when in need of Accounting questions. Year end is always done in timely matter with great affordable rates."

Allison Fox

Nov 13, 2019 Report

For nearly a decade I have entrusted Pivotal LLP (formerly Heywood Holmes) with all of my business and personal accounting needs. I am warmly welcomed each time I call or drop into the office and every time I meet with Dave Minhas, my Accountant, I learn more about my own financials; Dave explains what the numbers really mean and that information, along with his guidance, helps me understand what is happening within my own business. I trust Dave and the whole team at Pivotal - I know that they care not only about the success of my business but also about me and my well being.

Hayley Gullett

Nov 06, 2019 Report

Pivotal LLP has been handling our personal and business accounts for years. They are very professional, kind and take care of every small detail for me. I never have to worry... they take care of me!