top of page

What if everyone got to go home on time? Including you.

As a small, family business owner in the Okanagan, I understand that your strength & focus is best dealing with your area of expertise, not on the paperwork behind the scenes. Our job is to set you up with solutions that let you focus on your business.

Aimee Ward, CPA, CGA

Small Business Owner.

 

  • In my 25 years as a CPA, I’ve worked with companies and organizations, of all sizes, at all stages.

  • I have recently shifted my focus to provide a multitude of services to family offices.  

  • For me, the key to being successful is in building a direct relationship with my clients 

  • We recognize that every family office has its own set of workflows, strategies, and reporting requirements so it is our goal to help streamline the back-office needs for our clients

  • We are focused on continually improving and looking for new areas to help support clients 

bottom of page