Advisory / CFO Services

Our sound financial advice is backed by good industry experience. We also know what our limits are and will not advise on matters we do not know.

We’re built to be your finance and administration team at a fraction of cost of hiring someone full-time

Advisory + CFO Services 101

Need a second professional opinion? If asking your friends or family just is not enough, look to us as the trusted advisor for your questions. We will be honest and open in our communication, and respectful of what you are ultimately trying to do. Our sound financial advice is backed by good industry experience. We also know what our limits are and will not advise on matters we do not know. But we might know someone in mind that does!

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Our Services

Whether it's taking day of your day to expenses or getting financial advice on forecasting for the future, we are ready to help, No project is either too big or too small with DW & Associates.

Forecasting & Budgeting

We assist our clients with forecasting and budgeting so they can plan ahead to achieve their goals and dreams.Whether it be to prepare for a new business venture or annual budgeting in general, we got you.

CRA Audit

We will consult with our clients on how to approach an audit from the CRA to mitigate against unexpected costs. We’ll give you a run down on the Do’s and Don'ts of a CRA audit.

Tax Return amendments and Review

Made a mistake on your previous tax return? Forgot to add or claim a certain deduction? Do not worry, we have assisted many clients with changing their tax returns. We will take care of you.

COVID-19 Relief

Currently enrolled on the roster of Small Business BC to help SME receive grant funding in order to stay in the business during these trying times. We work with clients that have been adversely affected by COVID-19 receive significant sums of funding to adapt to unchartered territory. We work closely with the client as the honest broker in applying for the grant money. For more information click the link below. There are other COVID-19 grants available that we would happily assist with applying for and administrating.

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Why Choose Us?

Save Time and Unnecessary Headache

Focus on what’s important. If you find that you are spending too much time on administrative work and not bringing in new business, then we could be the perfect fit for you. We have a dedicated team of professional accountants to assist you with your company’s record keeping and tax return.

Done Right, 100% Of The Time!

We make sure that your records are tracked properly from the beginning. We eliminate the need to go back and fix the books which can be costly and time-consuming. Through the use of our month-end checklists we have our 15 checkpoints to make sure the books are correct and up-to-date.

Reduce Overhead

Our accounting services could pay for itself! By partnering up, we could discover profit pitfalls and errors that are boggling down your business’ profits. We’ll also find the proper credits, deductions or benefits that can reduce the amount of taxes you pay or defer them to a future date. Win-win.

Free Up Cash Flow / Save Money

Don’t overspend on a full-time bookkeeper. We’re built to be your finance and administration team at a fraction of cost of hiring someone full-time. You get the experience of a full bookkeeping team at a part-time cost.

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They were amazing and responded so quickly to my concerns
Charleena Fan
Charleena Fan
Teresa and Darren are super helpful and helped me file my taxes quickly and accurately. I got my refunds back 3 days later. I highly recommend their services.
Mia Nguyen
Mia Nguyen
Highly recommended. Darren and his team assisted with my 2021 tax year return. I am not well versed in taxes, and Darren and his team were able to explain the tax concepts in a simple and easy to understand way.
April Rhee
April Rhee
Fast and Clear attention.
Hi, my name is José Rivera, I would like to recommend DW& Associates Chartered for your accounting, income tax preparation as a good knowledge, experienced, and friendly professional accounting company. I would recommend to anyone to try it.
Joe Riviera
Joe Riviera
Darren was very responsive and helpful for our mutual client regarding a real estate deal. Would recommend to other firms looking to get solid advice and prompt service.
Tommy L
Tommy L
.Great Success.Very positive experience with great accountant.Quick responses,excellent services. Fast and reliable.
fatameh gholami
fatameh gholami

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We're available Monday to Friday from 9am to 5pm. No question is either too big or too small. Contact us today to get your free 30 minute consultation.

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