Dannie Passi
Google · Surrey office
Summary: Asked for help at the last minute; the team got the return filed before the deadline.
Finvo Partners · BC and Alberta
Accounting and tax in Surrey, Edmonton and Courtenay. Handled, and explained.
Bookkeeping, payroll, tax and fractional CFO services for businesses, families and individuals, with a plain-language explanation of what your numbers mean.
Free 15-minute callVideo or phoneOffices in Surrey, Edmonton and Courtenay
Manjit Singh
Google · Surrey office
Summary: Knowledgeable, professional and reliable. Makes finances simple.
Waheed Mumeen
Google · Surrey office
Summary: Very professional, and handled their tax return well.
1,000+clients served
60+years combined experience
3offices: Surrey, Edmonton and Courtenay
2 weeksto close your books each month, once your records are in
From paper to clear numbers
The paperwork comes in. Clear numbers come out.
Paper everywhere
Bank statements, receipts, invoices, T4 slips and GST/HST returns, scattered across inboxes, glove boxes and kitchen tables.
Sorted and reconciled
You snap or upload them to your client portal. We match each one to your bank and card transactions and reconcile every account.
Clear numbers, every month
We aim to close your books within two weeks of month end, once all your information is in, then file GST/HST and payroll and send a short report on what changed and why.
Finvo · October closeSample business
Documents October
Bank statementReconciled
Receipt · suppliesMatched
Invoice #1042Matched
T4 slips · 2025On file
GST/HST returnFiled
Receipt · fuelMatched
Books closed within2 weeksOctober
GST/HST$3,140Filed
Payroll run$12,480Sent
Profit by month $ thousands
9.811.210.412.613.314.9
MayJunJulAugSepOct
October profit $14,920+12% vs Sep
We make accounting easy for…
Bookkeeping
Every account reconciled. We aim to close your books within two weeks of month end, once your records are in.
Payroll
Pay runs, remittances, T4s and records of employment (ROEs), handled on schedule.
Tax
Corporate returns, GST/HST and planning, with CRA letters handled with you.
Fractional CFO New
Analytics, benchmarking, forecasts and a monthly planning meeting.
Incorporation
Incorporate in BC or Alberta, with each step explained.
Corporate records
Annual returns, routine resolutions and an up-to-date minute book.
Personal tax
Your T1 return prepared, reviewed and ready for your e-signature.
Rental income
Rental schedules, expenses and depreciation, property by property.
Self-employed
Business income, expenses and GST/HST for sole proprietors.
Newcomers to Canada
Your first Canadian return, benefits and the residency questions.
Seniors and pensions
Pension income, splitting and OAS, explained before you file.
CRA letters
Reviews, requests and reassessments: we read them and help you reply.
Industries
We know your kind of business
Bookkeeping and tax shaped around how your industry earns, spends and files.
Restaurants
Food cost, labour and profit, every month.
Massage therapists
Clinic or mobile, books and tax in one place.
Short-term rentals
Registration, PST, MRDT (the hotel tax) and deductions.
Trades and construction
Job costing, subcontractors and GST/HST.
Trucking
Owner-operators, fuel and per-diem rules.
Health practices
Clinics, associates and payroll.
Agriculture
Farm books, AgriStability and equipment.
Real estate
Rentals, agents and property holding companies.
Fractional CFOAccounting looks back.
Accounting looks back.
A CFO looks ahead.
Each month we go beyond the books: what moved and why, how you compare, where you're heading, and what to do next.
Analytics
Sales, margin, profit and cash, with plain-language notes on what changed.
Benchmarking
Your numbers against your own targets and similar businesses.
Forecasting
Where this pace takes you, and what your goal needs each month.
Monthly planning meeting
A short action plan agreed together, and checked the next month.
When you need them, we introduce you to trusted real estate agents, mortgage advisors, insurance advisors, tax planning specialists and tax lawyers.
How it works
Up and running in three steps
01
Book a free 15-minute call
Fifteen minutes by video or phone. Tell us about your business or your family's taxes, and we'll tell you honestly what you need and what it would cost.
02
We set up your portal and CRA access
You get a secure client portal for documents, messages and e-signatures. We walk you through authorizing us on CRA, so we can see your accounts and talk to CRA with you.
03
Monthly books, reports and filings
Each month we close your books, file what's due and send a short report on what changed and why. Questions go straight to the team that knows your file.
- Books closed within two weeks, once your records are in
- GST/HST, payroll and year-end filings
- A plain-language monthly report
Pricing
Clear prices, confirmed up front
Your price depends on how your business runs. We confirm it after the free call, before any work starts.
Business full suite
From
$99/month
Bookkeeping, payroll, GST/HST and year-end together in one monthly price. Year-end financials included; the tax return itself is quoted separately.
What's includedPersonal full suite
From
$49/month
Your household accounts reviewed through the year, with your tax returns included.
What's includedIncorporation
From
$149+ government fees
Incorporate in British Columbia or Alberta, with each step explained.
What's includedFractional CFO New
From
$499/month
Analytics, benchmarking, forecasting and a monthly planning meeting, with the books included.
What's includedPrices in Canadian dollars, before GST.See all pricing
Client portal
Everything in one secure place
No more email chains or lost attachments. Send documents, ask questions, pay invoices and sign your returns from your phone or computer.
- ChatMessage the team that knows your file.
- DocumentsSnap receipts or upload statements and slips.
- InvoicesSee and pay your Finvo invoices.
- E-signaturesReview and sign returns and forms online.
How we use AI
We use AI to enhance our work, not to replace it.
AI helps us write clearer reports, research faster and avoid typing the same numbers twice. People make the decisions, and a senior manager reviews everything.
Where AI helpsDrafting report notes, researching rules and pulling figures from documents so nothing is entered twice.
A senior manager reviews everythingEvery report, filing and piece of advice is checked by a person before it reaches you.
AI does not prepare your returnsYour tax returns are prepared and reviewed by our team, not generated by AI.
Offices
In person or online, across BC and Alberta
Google reviews
What our clients say
Three reviews at a time from each of our Google listings, in short. They change every few seconds; use the arrows or the office dots to browse.
5.0on Google · 92 reviews across Surrey, Edmonton and Courtenay
Surrey 21 reviews on Google (opens in a new tab)Edmonton 34 reviews on Google (opens in a new tab)Courtenay 37 reviews on Google (opens in a new tab)
Each card is a short summary of what the reviewer wrote, not a quote, and the three shown change office by office. Google still lists our Courtenay office as Distant Professionals, and some older Edmonton reviews mention Zap Accounting, our earlier names.
Google · Surrey office
Jatinder Johal
6 months ago on Google
Google · Surrey officeSummary: Dinesh and the team made tax filing much easier than expected, and made sure every question was answered before finishing.
Read more on Google (review by Jatinder Johal, opens in a new tab)Jaskaran Singh
6 months ago on Google
Google · Surrey officeSummary: Dinesh took the time to guide them through everything, handled their taxes and helped them plan ahead.
Read more on Google (review by Jaskaran Singh, opens in a new tab)Dannie Passi
5 months ago on Google
Google · Surrey officeSummary: Asked for help at the last minute; the team got the return filed before the deadline.
Read more on Google (review by Dannie Passi, opens in a new tab)Guides
All questions answeredPlain answers to real questions
Restaurant prime cost: the one number that tells you if you're making money
Food cost plus labour, as a share of sales. How to work it out, what a healthy range looks like, and what to do when it drifts.
Read moreHow to authorize your accountant on CRA, step by step
Business and personal accounts, what each level of access means, and how long it takes to show up.
Read moreGovernment benefits in BC and Alberta: who qualifies
Child benefits, the GST credit, dental care, rent help and more, and why filing every year matters.
Read moreFree calculators, with 2026 rates
Questions
Straight answers to common questions
What happens in the free 15-minute call?
We ask about your business or your family's situation, what you need help with and what's behind. Then we tell you which services fit and what they would cost. We confirm your price before any work begins.
Do I need to live near one of your offices?
No. We work with clients across British Columbia and Alberta by video or phone. You can meet us in person at our Surrey, Edmonton and Courtenay offices, by appointment.
How do I send you my documents?
Through your secure client portal. Snap receipts with your phone, upload statements and slips, message the team and e-sign your returns, all in one place.
Can you deal with CRA for me?
Once you authorize us on CRA, we can see your accounts and talk to CRA with you. We help you understand letters, reviews and reassessments and prepare the reply.
What does the “from” price depend on?
How many transactions, employees, bank and card accounts and locations you have, the type of business and how much support you want. We confirm your price after the free call.
Does AI prepare my tax return?
No. We use AI to help with reports, research and avoiding duplicate entry. Your returns are prepared by our team and a senior manager reviews everything.
Free · 15 minutes
Talk to us in 15 minutes
Book a free 15-minute call by video or phone. We'll listen, answer your questions and tell you honestly what you need.
Which office?
Book a free 15-minute call15-minute calls every weekday at 10 am and 2 pm Pacific (11 am and 3 pm Mountain), except holidays.
Typical next slots, confirmed when you book:
Free 15-minute callVideo or phoneIn person in Surrey, Edmonton and Courtenay
Call (236) 300-3322Email contact@finvo.caMon–Fri, 9 am – 5 pm PT/MT5.0 on Google · 92 reviews