Cross & Company

Central Vancouver Island is the patch this firm of chartered professional accountants covers, from its base in Nanaimo out to Duncan, Lake Cowichan, Port Alberni, Qualicum, Parksville and Ladysmith. Cross & Company says its mission is to help individuals, entrepreneurs and businesses of every size reach their financial goals, and that it does so with a focus on working closely with clients and giving personal service.

Bookkeeping that feeds the rest

The firm's bookkeeping covers monthly, quarterly and annual reports, filing of the goods and services tax and provincial sales tax, and payroll. This sits alongside the accounting and tax work, so that records kept through the year support what is filed at the end of it.

Tax for people and companies

Tax services run from personal income tax to corporate tax, and include trusts and estates. The firm announced that it was welcoming new clients for the 2025 season, and describes its tax guidance as available year-round and built on precision, planning and a proactive approach. Its recent articles explain subjects such as the Canada Child Benefit and the form used for filing goods and services tax returns, and earlier pieces touched on what to expect when hiring an accountant and on repaying emergency business loans.

Assurance and financial statements

For financial reporting it offers audits, review engagements and compilation engagements. The choice depends on how much assurance the reader of the statements needs, from a full audit down to a compiled set prepared from the client's records.

Specialist engagements

A group of less common services is listed separately: audits for First Nations, government audits and filings for non-residents.

Advice for business events

Consulting covers buying and selling a business, corporate restructuring, advice on incorporating, claims for scientific research and experimental development tax credits, and trust examinations.

Visitors can also find financial resources and links, answers to common questions and government tax forms in a resources section, and meet the team on the site. The firm has recently promoted two of its accountants to partner.