CPA ACCOUNTING SERVICES

Bookkeeping and Tax Services for Retail & Trade Firms

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Keep Your Business Running Smoothly and Profitably

Retail and trade move fast and your numbers need to keep up.

Purpose CPA helps help business owners simplify their finances, manage cash flow, and stay ahead of seasonal shifts.

The Challenges Retail & Trade Businesses Face

Unpredictable Cash Flow

Seasonal demand and fluctuating inventory make planning difficult.

Payroll Pressures

Managing staff hours, contractors, and CRA requirements is time-consuming.

Complex Inventory and Job Tracking

Without accurate costing, it’s hard to know what’s really profitable.

Limited Financial Insight

Manual systems and outdated reports leave you guessing instead of planning.

Scaling Counselling Services with Financial Visibility

Healing Spaces, a counselling and mental health practice with three BC locations, was growing fast but lacked financial visibility. Payroll was manual, and leadership couldn’t clearly see what was profitable or where to reinvest.

Purpose CPA implemented QuickBooks Online, automated payroll, and built clear monthly reporting, giving the team real-time data, stronger oversight, and confidence to grow sustainably.

I have been with a few accounting/ bookkeeping firms and by far, Purpose CPA has been my favourite. They are what I have been searching for! They are willing to adapt to my business model/needs and offer their wisdom in a wrap around way to ensure when I drop the ball my business doesn’t suffer!

Kelsey

Healing Spaces

How Purpose CPA Helps Retail & Trade Firms

Stay on Top of Cash Flow

We deliver accurate monthly reporting and forecasting so you can plan confidently through seasonal changes.

Payroll Made Simple

Our team automates payroll, remittances, and CRA filings so you stay compliant without the stress.

Inventory and Costing Clarity
We help you understand true profitability through clean books and connected systems that track every item or job.

Bring Your Systems Online
Our tech-forward team customizes tools like QuickBooks Online so your data is always accurate and accessible.

Some of the Retail & Trade Companies We Serve

Trades & Service Businesses

We manage payroll, project costing, and compliance so you can focus on clients, not paperwork.

Retail and Direct to Consumer Stores

We help retailers track sales, manage inventory, and simplify bookkeeping to stay profitable all year long.

Wholesale & Distribution Companies

We improve cash flow visibility and inventory control to help you plan and scale efficiently.

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