CPA ACCOUNTING SERVICES

Bookkeeping & Tax Accounting for Professional Service Firms

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Grow Your Practice With Accounting That Scales as Fast as You Do.

Running a law firm, agency, or consulting practice is demanding. You’re focused on serving clients, not chasing receipts, reconciling books, or worrying if your tax strategy is leaving money on the table.

That’s where Purpose CPA comes in.

The Challenges Professional Firms Face

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Admin Overload

Too many hours go into billing, payroll, and bookkeeping instead of client work

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Cash Flow Gaps

Seasonality, uneven client payments, and retainers create cash crunches.

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Compliance complexity

Navigating corporate taxes, GST/HST, and payroll across multiple provinces can be overwhelming.

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Scaling pains

Growing firms often lack financial strategy and tech systems to keep pace with demand.

How Wakefield Marketing Gained Financial Clarity

Wakefield Marketing, a growing Vancouver-based agency, was scaling fast but lacked clear financial systems and reliable reporting. The team needed structure to manage growth and make informed decisions with confidence.

Purpose CPA implemented QuickBooks Online, Dext, and Wagepoint to streamline bookkeeping, automate payroll, and improve reporting. The result was greater clarity, smoother operations, and stronger strategic decision-making.

For a small organization like ours, having the finesse of an impact-based, B Corp minded CFO on our team makes us that much stronger strategically in our business decisions. Matt cares deeply for his clients and the inner workings of the company.

Donna

Wakefield Agency

How Purpose Helps Professional Services Firms

Focus on Clients, Not Paperwork
We handle your books, payroll, and filings so you can focus on delivering great work instead of managing admin.

Consistent Cash Flow
We help you forecast and smooth out retainers, invoices, and payments so you always know where you stand.

Smarter Financial Decisions
Clear monthly reporting and strategic insights give you the clarity to plan ahead and grow confidently.

Seamless Systems
We use modern tools like QuickBooks Online, to streamline your systems, automate routine tasks, and give you back more billable hours.

Some of the Professional Services We Serve

Marketing & PR Agencies

Stay focused on creative campaigns while we handle your books, payroll, and tax filings. Our team gives you clear financials so you can scale clients with confidence.

Engineering Firms

From project costing to cash flow planning, we bring structure to your finances. Get reliable reporting and expert guidance to support long-term growth.

Consulting Firms

Your value is in advice, not admin. We streamline your accounting and bookkeeping so you can spend more time with clients and less time with paperwork.

Why Work With Us

Impact-first Mindset

As one of BC’s few impact accounting firms, we align with values-driven professionals who want more than just profit.

Right-Sized Team

Small enough for personal service, large enough that you won’t outgrow us.

Operator Experience

Our advisors have worked inside businesses like yours, not just behind spreadsheets.

Credentials That Back Our Expertise