Accounting Services
At Halo CPAs, strong accounting is the foundation everything else is built on. From our home in Abbotsford, we give business owners and individuals across the Fraser Valley accurate, up-to-date financial records and clear advice, so you always know where your business stands and where it is headed.
We deliver the complete range of accounting services you would expect from a large firm, combined with the personal attention, direct partner access, and competitive pricing of a boutique practice. When you work with Halo, you deal directly with CPA- and CBV-designated professionals who personally prepare and manage your file from start to finish.
No matter the size or industry of your business, we focus on the unique needs of each client, helping you stay organized, compliant, and profitable.
Our Accounting Services
From day-to-day bookkeeping to year-end financial statements and assurance engagements, we offer the full range of accounting support your business needs as it grows.
Bookkeeping
Accurate, current books are the starting point for every good financial decision. We take the day-to-day bookkeeping off your plate, recording and categorizing transactions, reconciling your bank and credit card accounts, and maintaining a clean general ledger, so your records are always organized, reliable, and ready when you need them. Whether you want us monthly, quarterly, or just at year-end, we keep everything on track. Many clients choose a fixed monthly fee so accounting becomes a predictable cost.
Financial Statement Preparation
We prepare clear, professional financial statements you and your stakeholders can rely on, including income statements, balance sheets, and complete year-end reporting. Whether the statements are for your own management, your bank, or the CRA, you get an accurate picture of your business’s performance and financial position.
Compilation Engagements
For many owner-managed businesses, a compilation (Notice to Reader) is all that is required. We compile your financial information into properly formatted statements for tax filing, financing, and internal use, a cost-effective option when an audit or review is not needed. We make sure the numbers are complete, consistent, and presented the way lenders and the CRA expect to see them.
Review Engagements
When your bank, investors, or other stakeholders need a higher level of assurance than a compilation but a full audit isn’t necessary, a review engagement is often the right fit. We perform the analysis and inquiry needed to provide limited assurance that your financial statements are plausible and free of material misstatement, giving the people who rely on your numbers added confidence, without the cost of a full audit.
Payroll, GST & PST, T-Slips
Staying on top of government filings is one of the most time-consuming parts of running a business. We handle payroll processing, source deductions, and remittances, prepare and file your T4s and T5s, and take care of your GST/HST and PST returns, all filed accurately and on time. We can also deal directly with the CRA on your behalf, so you have one less thing to worry about.
Advisory & Business Support
Sometimes you need more than just the numbers. We provide big-picture financial guidance, cash flow management and forecasting, budgeting and projections, to help you plan with confidence and make better decisions. If you are just starting out, we can also help you set up your business with the right structure, systems, and registrations from day one.
Ready to Take Bookkeeping and Year-End Off Your Plate?
Book a free, no-obligation consultation with Halo CPAs. We proudly serve Abbotsford, the Fraser Valley, and businesses across BC.
The Benefits of Professional Accounting
Rather than spending valuable hours navigating complex financial systems, you can hand the numbers to a partner-led team and get back to running your business. Working with Halo means:
- Accurate and trusted financial records that are current and reconciled
- Clear forecasting so you know where your business is headed, not just where it has been
- Improved spending efficiency and healthier margins, backed by real data
- Proactive tax-saving opportunities that keep more money in your pocket
- Compliance and peace of mind, with filings done right and on time
- More time back in your day to focus on what you do best
Why Choose Halo CPAs
We deliver everything a large firm can, but at the price point and with the personal relationships of a small firm. When you work with us, you deal directly with the partners who meet with you and work on your file. This means senior-level expertise, faster turnaround, and a genuine relationship, all at competitive rates. We also offer free, no-obligation consultations and estimates, so you can get real answers before you commit.
Frequently Asked Questions
Do I need a bookkeeper, an accountant, or both?
Most businesses benefit from both, and we cover both under one roof. Bookkeeping keeps your day-to-day records accurate and up to date; accounting turns those records into financial statements, tax filings, and advice. We scale the mix to fit your business, some clients hand us everything, while others just want year-end support.
What is the difference between a compilation and a review?
A compilation (Notice to Reader) simply puts your financial information into proper statement format and is ideal when no assurance is required — typically for tax filing and internal use. A review engagement goes a step further, providing limited assurance that your statements are plausible and free of material misstatement. We help you choose the right level based on what your bank, investors, or other stakeholders need.
How much do your accounting services cost?
Every business is different, so we quote based on your size, transaction volume, and the services you need. After a free consultation, we always provide a clear, upfront estimate — no surprise bills.
I am behind on my books. Can you help me catch up?
Absolutely. Catch-up and clean-up work is one of the most common things we do. We will get your records current, reconciled, and CRA-ready, then keep them that way going forward so you never fall behind again.
How often will I hear from you?
As often as you need. We can handle your books monthly, quarterly, or annually, and we are available year-round, not just at tax time. Because you deal directly with a partner, you always get a knowledgeable answer quickly.
Will I get advice, or just financial statements?
Both. We do not just hand you numbers, we help you understand them. You get proactive guidance on cash flow, spending, and tax-saving opportunities to help your business grow.
What do I need to get started?
Just reach out for a free consultation. We will review your current situation, answer your questions, and outline a plan and estimate. There is no obligation, and no cost to have the conversation.