Lisa Lagace, CPA, CGA

Financial Clarity.
Strategic Growth.

Independent, full-service accounting expertise to transform your financial future.

Transform Your Financial Management

Are complex financial challenges holding your business back? Our strategic approach helps you overcome obstacles and achieve your goals.

Financial Uncertainty

Replace confusion with clarity through expert financial guidance and strategic planning.

Tax Burden

Optimize your tax strategy to minimize liabilities while maintaining full compliance.

Growth Limitations

Break through barriers with strategic financial management that fuels sustainable growth.

Our Expertise

Comprehensive Financial Services

We provide a full range of accounting and financial services tailored to your unique needs.

Accounting & Assurance

Gain confidence in your financial reporting with our comprehensive accounting and assurance services. We ensure accuracy, compliance, and transparency in all financial statements.

  • Financial statement preparation
  • Review engagements
  • Compilation engagements

Bookkeeping & Payroll

Free up your time and ensure accuracy with our comprehensive bookkeeping and payroll services. We handle the details so you can focus on growing your business.

  • Full-cycle bookkeeping
  • Payroll processing and compliance
  • Financial reporting and analysis

Business Advisory

Transform your business with strategic financial guidance. Our advisory services help you make informed decisions that drive growth and profitability.

  • Strategic financial planning
  • Business performance analysis
  • Cash flow management

Taxation Services

Optimize your tax position with our comprehensive taxation services. We help you navigate complex tax laws while ensuring full compliance and minimizing your tax burden.

  • Personal and corporate tax planning
  • Tax return preparation
  • GST/HST compliance and reporting
About Us

Professional Expertise You Can Trust

Lisa Lagace provides independent, full-service accounting expertise with a focus on developing solid financial management strategies for businesses and individuals.

Lisa Lagace, CPA, CGA

Lisa Lagace, CPA, CGA

As a Chartered Professional Accountant (CPA) and Certified General Accountant (CGA), Lisa brings extensive expertise to help clients achieve their financial goals. With a commitment to excellence and personalized service, Lisa works closely with each client to develop tailored financial strategies.

Chartered Professional Accountant (CPA)Certified General Accountant (CGA)

Our Approach

We believe in building strong relationships with our clients based on trust, communication, and understanding. Our approach focuses on developing solid financial management strategies tailored to your specific needs and goals.

Our Commitment

As an independent, full-service Chartered Professional Accountant firm, we are committed to providing the highest level of service and expertise. We work diligently to ensure your financial success and peace of mind.

Ready to Transform Your Financial Future?

Take the first step toward financial clarity and strategic growth.

Schedule a Consultation
Get In Touch

Contact Us

We're here to answer your questions and help you achieve your financial goals.

Contact Information

Address

#106 – 1680 Ross Road, West Kelowna, BC V1Z 1L9

Service Area

West Kelowna, British Columbia

Our Location

Send Us a Message

Why Choose Us

Our Commitment to Excellence

We're dedicated to providing exceptional service and expertise to help you achieve your financial goals.

Independent Expertise

As an independent, full-service Chartered Professional Accountant firm, we provide unbiased advice tailored to your specific needs and goals.

Strategic Approach

We focus on developing solid financial management strategies that help you achieve your short-term and long-term goals.

Personalized Service

We take the time to understand your unique situation and provide customized solutions that address your specific needs.

Professional Excellence

With credentials as a Chartered Professional Accountant (CPA) and Certified General Accountant (CGA), we bring the highest level of expertise to every client relationship.

Ready to Take Control of Your Financial Future?

Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.