Jonathan Friesen, CPA

I began my career in accounting through my articling with Lohn Caulder LLP in Vancouver, where I received a fantastic and comprehensive education and practice in serving the accounting and tax needs of small to medium private businesses After I received my Chartered Accountant (now Chartered Professional Accountant) designation in 2008, I moved out into the Fraser Valley where I eventually became a manager in the Private Client practice at MNP LLP

In order to obtain the work/life balance and the quality of life my family and I were seeking we moved to Lindell Beach in the Spring of 2016 We couldn’t be happier with the abundance of outdoor activities and gorgeous sights the area has to offer us When I’m not working, I can often be found cooking, hiking or kayaking with the family, or spinning some breaks on my turntables

Request a Consultation. Give us a call today to discuss your accounting needs.

We have extensive experience in the preparation of financial statements for businesses of all varieties of industries, from farming to biotechnology We can also assist with financial statement analysis, the preparation of cash flow projections I have extensive experience with the completion of all kinds of tax returns: T1 personal tax returns, T2 corporate tax returns, including SR&ED filings, T3 trust tax returns, T4 and T5 returns, GST and PST returns, WorkSafeBC returns ,and Tax dispute resolution with CRA

Incorporation planning – We have assisted with countless incorporations – We can liaise with your lawyers to ensure that your best interests both now and into the future are looked after Incorporation can often lead to significant tax savings over the life of your business and can also help shelter you from legal liabilities

Corporate reorganization – We have planned numerous corporate reorganizations which often include inserting holding companies and family trusts to split income and reduce overall tax liabilities, and to transfer assets on a tax-deferred basis into a corporation

Retirement and estate planning – We can help you plan for the most tax-efficient manner in which to plan for your retirement, and for the eventual transfer of your hard-earned Planning for divorce and other family changes – sometimes life throws a curveball We can help you make your life transitions in the most tax-efficient manner

We can complete your business’ bookkeeping on-going, weekly, monthly, periodic or annual basis, or set-up your books for you to handle on your own As we are members of the QuickBooks ProAdvisor Program, we have extensive training and experience in the program; we can also provide our clients with a 30% on all QuickBooks products

We can facilitate periodic payroll compliance, WorkSafeBC reporting, GST and PST filings

Although we do not offer auditing services, we can prepare the working papers for your auditor

Lease versus purchase analysis for fixed asset acquisitions

I can provide advice and assistance with regards to the purchase or sale of a business For instance, I can provide analysis to support a decision on whether it is most advantageous to buy/sell the assets of a business versus the shares of a business

I have extensive experience in dealing with the accounting and taxation needs of a multitude of industries:

Professional services: medical, dental, legal, consulting

Real estate and construction

Web and software development

Holding and Investment companies

Musicians, recording studios, photographers, sculptor

Home-based businesses of all kinds

We'd love to talk