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Accounting & tax | Business & personal

Areas of Service

From year-end compliance and bookkeeping through to assurance and advisory work, here is what the firm does and what is included in each engagement.

01

Financial Statement Preparation

The complexity of financial statement preparation may seem overwhelming. We take pride in clearly explaining and presenting financial statements for all industries and professionals of all types. We ensure our clients have accurate and timely financial statements to help make informed strategic decisions for their business. Whether it's a bank requirement or for internal analysis purposes, we are here to help.

We offer:

  • Notice to Reader Engagements
  • Budgets and Forecasts
  • Cash Flow Statements and Projections
  • Analysis & Analytical Review
  • Assistance to Management on Adjusting Entries
  • Fixed fee, including free consultations and Partner access

02

Bookkeeping

Very generally speaking, most business owners have a natural aversion to bookkeeping because they prefer to focus on their craft. Give us the opportunity to help you understand that doing the books doesn't need to be boring. With our advisory partnership with Xero, the premiere online accounting software, you have access to your data anytime, anywhere, on any device. And since we're managing your books, we can also provide financial advice when you need it.

We offer:

  • Full-cycle Bookkeeping
  • Preparation of Reconciliations and Invoices
  • GST/PST/WCB Compliance
  • Preparation of Payroll/T4/T4A/T5/T5018

03

Corporate & Personal Tax Compliance

Each operating decision may have direct or indirect tax consequences. Personal taxes is a little bit like the Wild West. There’s a lot of potential, but the rules can be convoluted and vague at best. M. Saini CPA Inc. strives to anticipate these implications so you can focus more on your craft. By implementing strategies, we aim to optimize your tax position and mitigate tax compliance errors and misinterpretations.

We offer:

  • Prep of T1 Personal & T2 Corporate Tax Returns
  • Corporate Structure, Personal Financial and Tax Planning
  • Retirement Planning & Trust, Estate Compliance
  • SR&ED Claims
  • Advice on Incorporating Your Business
  • Have CRA correspond directly with us

04

Business Strategy

The start-up and small business marketplace is still a fierce frontier that requires accounting and tax advice from professionals who are deeply analytical in the particulars of financial performance. We offer a competitive advantage that can help you save money and make more of it in the long run. Our holistic approach is essential to any company looking to grow.

We offer:

  • Free, No Obligation Consultation
  • Unlimited Support
  • Online Apps
  • Up-front Pricing
  • Virtual Meetings

05

Assurance Engagements

Need an opinion expressed by a professional designated accounting firm? Perhaps a conclusion designed to enhance the degree of confidence of the intended users (banks, board of directors, government entities, stakeholders)? At M. Saini CPA Inc., we keep pace with the ever changing Review standards to ensure our clients are receiving the best services available.

We offer:

  • Review Engagements of Private Corporations and Not-for-Profit Organizations
  • Specialty Engagements and Reporting
  • Advisement to Committee and Board
  • Knowledgeable, Independent, Professionals with Over 20 Years of Combined Assurance Experience

06

Other Services

The internet, software, and technology are so pervasive that we can’t remember having ever lived without them. They make our lives simpler, but behind the curtain are fluctuating challenges in financial needs and cost controls; challenges that our firm stays two steps ahead of.

We can help:

  • Create Business Plans
  • Implement/Review Internal Controls
  • Design/Implement/Maintain Accounting Systems and Software Training
  • Assist in Obtaining Loans, Grants & Funding
  • Assist in Strategic Planning & Decision Making
  • 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

Common questions

About our engagements

What is the difference between a compilation engagement and a review engagement?
A compilation engagement (formerly a Notice to Reader) produces financial information from data you provide, without assurance. A review engagement adds limited assurance: we perform enquiry and analytical procedures and issue a conclusion that nothing has come to our attention suggesting the statements are materially misstated. Lenders and boards often specify which one they require.
Do you prepare corporate tax returns as well as financial statements?
Yes. Year-end financial statement preparation and the T2 corporate return are normally handled together, along with any GST/PST filings, T4/T5 slips and shareholder remuneration planning for the year.
Which accounting software do you work with?
We are a Certified Xero Advisor and Partner and an Elite QuickBooks Online (QBO) ProAdvisor. We can set up, migrate, or take over books in either platform, and we design the accounting systems and internal controls around them.
Do you handle SR&ED claims?
Yes. SR&ED claims are part of our corporate tax compliance work, alongside corporate structure planning, retirement and estate compliance, and advice on incorporating your business.

Not sure which engagement you need?

Tell us what your lender, board or CRA is asking for and we will tell you which engagement fits — and what it will cost — before you commit to anything.

Book a free consultationCall (250) 410-4456