Geh
CPAs
Fractional CFO | Tax | Accounting
helping you confidently manage and grow your business
business services to support you
Tax, Accounting and advisory Services
We can provide you and your business with as needed accounting and tax services that you would expect from a modern accounting firm. We can help you with things like corporate tax preparation (T2), tax planning, tax advice, sole proprietorships, rental properties, sales tax (GST), bookkeeping, accounting systems, and year end financial statements. In addition, we can provide you with a whole host of business advisory services to help you manage, improve, and grow your business.
Fractional CFO Services
You will benefit from having a fractional CFO (part-time Chief Financial Officer) in your business. Have us join your team on a continual part-time basis so we can proactively help you grow, improve, and manage your business with a hands-on approach. Once we understand your business, challenges, and goals we can help with things such as ongoing accounting department / financial oversight, business planning and strategy, financial analysis, financial projections and performance tracking.
Why work with us
We can offer you a different approach.
You're in business to grow and be more profitable and if you want, we can help you with that.
We offer a fractional CFO service based in Kelowna and the surrounding area that is primarily virtual but also allows for in person work and interaction. With this service, we integrate into your business and understand your day to day. From there you can ask us whatever you want or request that we help you with something hands on like budgeting, overseeing your bookkeeping, or digging into your processes, pricing, or costs. In addition, we fully appreciate the term, "you don't know what you don't know" so we'll pro-actively help you grow, improve, and manage your business from a CFO standpoint. Small businesses deserve high level accounting and finance support but they certainly don't need it on a full time basis. That's where we come in and we want to be your most trusted advisor.
Our fractional CFO services are where we can really help your business thrive, but, it might not be what you're looking for, or what your business currently needs. For this reason, we also provide a whole host of as needed accounting and tax services. However, just because we're only helping you with specific things, it doesn't mean we won't be available to help you when things pop up during the year. We find that the most valuable relationship with your accountant is one where we talk more than once a year. So go ahead, ask us questions, bounce ideas off of us and get the service and attention your business deserves.
What our Clients are saying
Jade Davidson, General Manager
Hybrid Elevator
If you are looking for CFO services and accounting support, I cannot recommend Peter Geh highly enough. Peter first helped our company with a major staff transition, which included hiring, training and supervising replacement staff. At this time Peter also increased our overall efficiencies by implementing a paperless cloud based accounting system. We were so happy with Peter's services that we asked him to provide regular and ongoing monthly CFO services. Peter Geh has and continues to be an invaluable asset to our business.
Who We
Help
Established Businesses
Small and medium sized businesses that have revenues and expenses that have been operating for at least 3 to 5 years. Here the focus is on growing revenues, cash flow, capital structure and adequacy, budgeting, business profitability, scaling and strategy, ensuring good financial controls, tax compliance and planning, accounting processes, and financial oversight.
Start Ups and New Businesses
Businesses that are either pre-revenue or without significant operating history and are primarily funded through raised external capital, savings or family and friends. Revenues and expenses are being tracked in some way and there's a bookkeeping function in place. Here the focus is on setting up adequate accounting and finance systems, helping with planning and strategy, providing financial oversight, supporting capital raises or lending efforts, helping with agreements, taxes, tax planning, human resources, and any other support the business needs.
Areas We
Serve
The Okanagan is where we live.
Geh Chartered Professional Accountants primarily serves West Kelowna, Kelowna, Vernon, Penticton and Lake Country.
At Geh CPAs, we'd love to be your new Kelowna accountant or West Kelowna accountant. Find out how we can help your small business. Initial consultations are always free.
Two Locations to serve you
Kelowna Accounting Office
106 - 460 Doyle Avenue
Kelowna, BC V1Y 2A2
West Kelowna Accounting Office
2449 Cobblestone Road
West Kelowna, BC V4T 3A8