Tax Filings
The Canadian tax system can be daunting, but it doesn't have to be.
Let our licensed CPA firm, specializing in tax, manage all the complexities for you. Enjoy peace of mind and more time to focus on growing your business.
WHAT WE DO
Tax Consulting
Taxes are complex and often one of your top three expenses.
With proactive, personalized tax planning, we help you maximize your savings and boost your profits.
Bookkeeping
Day-to-day bookkeeping can pile up quickly, making it hard to track your financial state.
We'll help you build an automated system for better insights, enabling you to improve your profitability.
TAX SPECIALTY CPA FIRM
OUR MISSION
ACCOUNTING FIRM
FOR THE
NEW GENERATION
We're revolutionizing the accounting experience, stripping away the outdated complexities to offer a fresher, more streamlined approach.
Utilizing the latest technology, we make managing your finances seamless and straightforward, while still providing that personal touch when it comes to your personal and business finances.
As a Virtual CPA Firm based in Canada, we ensure that all your tax compliance and accounting needs are met entirely online, eliminating the need for any in-person meetings.
Consultants & Professionals
IT Consultants,
Medical Professionals
WHO WE SERVE
SERVICE-BASED
CANADIAN BUSINESSES
Content Creators
Youtubers,
Social Media Influencers
Coaches
Fitness, Business, Life Coaches
HOW IT WORKS
CUSTOMIZED SOLUTIONS
STEP 1
Discovery Call
Easy all-in-one solution for your business.
OUR SERVICES
We like to make sure we are a good fit for each other before we get down to the numbers.
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Contact Us — Get in touch with us by completing the submission form.
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Schedule a Discovery Call — We'll schedule a call (on the house) over Zoom to get to know each other better.
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During the Call — We will discuss next steps and come up with a tailored plan to address your business' specific pain points.
STEP 2
Customized Services
Based on our conversation, we will come up with solutions based on your business needs.
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3 Custom Solutions — We will prepare three tailored options: Starter, Growth, and VIP, within our Premium Tax Packages to cater to diverse service needs, support requirements, and budgets.
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Select your Solution —Choose the package that best aligns with your business needs, ensuring you get the exact support you require.
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Partnering Up — Once we are clear on the solutions to provide, you will engage us so we can get started.
STEP 3
Easy Onboarding
We are finally ready to get to work! You will be guided through our seamless onboarding process.
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Welcome Email — Next steps will be listed so you know exactly what's going on.
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Personalized Questionnaire — Designed to give us a comprehensive picture of your specific situation so we can better help you.
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Client Portal — You will have access to your secure portal, a cloud-based software, as well as our automated and paperless processes.
ABOUT US
ONLINE SAVVY ACCOUNTANTS
Gabrielle Chung, CPA
Hi, I'm Gabrielle. I'm a CPA, Tax Expert, and Founder of Balance and Wealth CPA.
Prior to starting my own business, I was a Tax Manager at a Big 4 Accounting Firm, working with Global 500 companies. After working 7+ years, I started my own Tax and Accounting Firm so I could make an impact in my own way.
My mission is to guide business owners in Canada understand and navigate their business finances, so they can ultimately achieve financial independence.
Designated CPA
Not all accountants are the same.
Getting advice from a designated CPA, Tax Expert, and Quickbooks ProAdvisor will set you apart when growing your business.
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Big 4 Experience
Global and reputable experience.
Gabrielle has 7+ years of Big 4 experience, in which she specialized in Canadian, US, and International Tax, advising Global 500 companies.
Online Presence
Gabrielle isn't your typical accountant.
Through her Youtube Channel with over 19K subscribers, she's invested in educating small business owners about their personal and business finances.
Easy Communication
No tax or accounting jargons here.
It's important to us that you understand your finances and we take the time to explain. That way, you can make the best financial decisions for you and your business.
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