Business Details
Trusted Accounting Services in Victoria, BC
We are a group of skilled, experienced, and caring professional advisors dedicated to providing comprehensive accounting solutions. Our services include fiscal year-end statement preparation, auditing, tax planning, and business consulting, tailored to meet the unique needs of each client. With a diverse clientele spanning healthcare, manufacturing, retail, non-profit, and real estate sectors, we prioritize personalized service and industry-specific expertise. Our newly designed, state-of-the-art office in Victoria serves as a centralized hub for client collaboration. Our team of certified professionals, including CPAs and CGAs, is committed to delivering accurate, reliable, and ethical financial guidance.We emphasize proactive tax strategies, retirement and estate planning, and transparent communication to build long-term client relationships. Our approach combines technical proficiency with a deep understanding of the evolving financial landscape to ensure clients achieve their goals. By maintaining a client-centric focus, we aim to simplify complex accounting challenges and provide actionable insights. Our reputation for excellence is built on decades of collective experience and a dedication to continuous professional development. We invite businesses and individuals to partner with us for accounting services that prioritize clarity, compliance, and strategic growth.
Services
Fiscal Year-End Reporting
Auditing
Tax Planning
Business Consulting
Retirement Planning
Estate Planning
Review Engagement
Compilation
Real Estate Accounting
Non-Profit Accounting
Highlights and features
- We offer a wide range of accounting services including audits and tax planning.
- Our team includes certified professionals with CPA and CGA designations.
- We serve clients across diverse industries such as healthcare and real estate.
- Our state-of-the-art office in Victoria provides a centralized location for client meetings.
- We are committed to providing caring and personalized advisory services.
Services
Fiscal Year-End Reporting
We prepare comprehensive fiscal year-end financial statements and reports to ensure compliance and clarity for businesses. Our process includes detailed analysis, accurate record-keeping, and tailored guidance to meet regulatory requirements. Clients benefit from timely, transparent reporting that supports informed decision-making and long-term financial health.
Auditing
Our auditing services provide independent verification of financial statements, ensuring accuracy and compliance with industry standards. We conduct thorough examinations of records, internal controls, and reporting practices to identify risks and improve accountability. Clients gain confidence in their financial integrity and regulatory adherence through our meticulous audit processes.
Tax Planning
We develop strategic tax planning solutions to minimize liabilities and optimize financial outcomes for individuals and businesses. Our approach includes year-round tax analysis, compliance guidance, and proactive adjustments to leverage current regulations. Clients receive personalized strategies that align with their long-term financial goals and legal requirements.
Business Consulting
Our business consulting services offer expert advice on financial management, growth strategies, and operational efficiency. We work closely with clients to analyze challenges, identify opportunities, and implement solutions tailored to their industry needs. Clients benefit from data-driven insights that enhance profitability and sustainable business practices.
Estate Planning
We assist clients in creating estate plans that ensure seamless wealth transfer and tax-efficient asset distribution. Our services include trust structuring, will preparation, and legacy planning to protect family interests and charitable goals. Clients gain peace of mind through customized strategies that align with their personal and financial objectives.
People
Sandy Lee
Partner
Sandy Lee is a Partner at Lee & Sharpe with CPA, CA, CGA designations, offering expert accounting services to diverse clients.
Adam Sharpe
Partner
Adam Sharpe, a Partner at Lee & Sharpe, specializes in auditing and tax planning for businesses in Victoria, BC.
Douglas DeBeck
Partner
Douglas DeBeck, a Partner, provides strategic financial advisory services to clients in healthcare and real estate sectors.
Willie K. So
Manager
Willie K. So, a Manager with CPA and CGA credentials, oversees client accounts and ensures compliance with accounting standards.
Caitlin Lee
Staff Accountant
Caitlin Lee, a Staff Accountant, supports clients with tax preparation and financial reporting needs in Victoria, BC.
Questions
What accounting services do you offer?
We provide fiscal year-end reporting, auditing, tax planning, business consulting, retirement planning, and estate planning services.
Which industries do you work with?
We serve healthcare, manufacturing, retail, non-profit, real estate development, and management sectors.
Are your advisors certified?
Yes, our team includes CPAs, CAs, and CGAs with extensive professional qualifications.
Is your office open year-round?
Our office is closed on Fridays in July and August but open Monday-Thursday during regular hours.
