Kelowna CPA firm
Kelowna accountants: how a boutique firm works
There is a real difference between a national firm's Kelowna office and a boutique practice, and it shows up in who does your work and how you are billed for it.
This page explains how our team is structured and what that means for the file on your desk.
Who works on your file
Mike Saini, BBA, CPA leads every engagement. Heman Gar, BBA, CA — a senior manager with Big 4 experience — reviews the complex work. Jessica Paul and Shamith N handle bookkeeping, reporting and preparation.
That is the whole team. You are not handed to a first-year each January, and the person who answers your email in July is the person who prepared your statements in April.
Why the size is the point
Mike left the multinational firms because they were more concerned with meeting internal budgets and maximizing firm profits than with giving smaller, cost-conscious clients effective business and tax advice.
Between the team there is over twenty years of combined assurance experience — enough depth for a review engagement or an estate freeze, without the overhead that gets billed back to you.
The team
- Michael (Mike) Saini, BBA, CPA — Practitioner
- Heman Gar, BBA, CA — Senior Manager, ex-Big 4
- Jessica Paul — Staff Accountant, CPA candidate
- Shamith N — Staff Accountant, QBO Certified
Frequently asked
- Is a small firm able to handle a review engagement?
- Yes. We perform review engagements for private corporations and not-for-profit organizations, plus specialty engagements and reporting, backed by over twenty years of combined assurance experience across the team.
- Who reviews the work before it goes out?
- Complex files are reviewed by our senior manager, and the practitioner signs off on every engagement. Nothing leaves the firm on a staff accountant's signature.
- Licensed Public Practice Firm of British Columbia (BC)
- Certified Xero Advisor and Partner
- Elite ProAdvisor Intuit QuickBooks (QBO)
- 2022 to 2025 Top 3 Accounting Firms in Kelowna, BC
- 2024 Best of the Best Central Okanagan, BC
Let’s chat.
We know that finding the right accountant is a choice not to be taken lightly. That’s why we offer free consultations to discuss your needs, the scope of your goals, and your budget.