top of page
Make informed financial decisions so you can save taxes, increase profits, and build wealth
online business profit.png

Tax Compliance

Taxes can be complicated, and it also happens to be your top three expenses.

As a licensed CPA firm that specializes in tax, you can be assured that your taxes are in good hands. 

WHAT WE DO

Consulting

Have questions about running your business but don't know who to turn to?

Get the support and guidance you need to grow your business - for only a fraction of the cost of an in-house CFO. 

Bookkeeping

The day-to-day bookkeeping can pile up fast but you need to know the current state of your finances.

We will help you build an automated system so you have better insight into improving your profitability

TAX SPECIALTY CPA FIRM

What We Do

OUR MISSION

ACCOUNTING FIRM
FOR THE
NEW GENERATION

We aim to provide a fresh feel and less friction to a service industry that may seem outdated and even unpleasant at times.

​Our mission is to make managing your finances seamless and easy with the use of the latest technology. We aim to provide financial services that adapt to ever-changing technology and the changing world.

Fittingly, we are a Virtual CPA Firm based in Canada. Every step in the tax compliance and accounting process can be completed online with no in-person meetings required. 

 
service based business.png
SERVICE BASED 

Coaches, Consultants,
Professionals

WHO WE SERVE

CANADIAN BUSINESSES

online business.png
ONLINE

Content Creators,
Social Media Influencers
crypto.png
CRYPTOCURRENCY

Investing, Mining, Staking,
NFTs, Royalties
Who We Serve

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.

  • Contact Us — Get in touch with us by completing the submission form.
     

  • Schedule a Discovery Call — We'll schedule a call (on the house) over Zoom to get to know each other better.
     

  • 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

value pricing.png

Based on our conversation, we will come up with solutions based on your business needs. 

  • 3 Custom Solutions — There will be 3 options you can choose from based on varying levels of service, support, and price.
     

  • Select your Solution — Choose the best option that fits your needs.
     

  • Partnering Up — Once we are clear on the solutions to provide, you will engage us so we can get started.

STEP 3

Easy Onboarding

onboarding.png

We are finally ready to get to work! You will be guided through our seamless onboarding process.

  • Welcome Email — Next steps will be listed so you know exactly what's going on.
     

  • Personalized Questionnaire — Designed to give us a comprehensive picture of your specific situation so we can better help you. 
     

  • Client Portal — You will have access to your secure portal, a cloud-based software, as well as our automated and paperless processes. 

How it work
About Us

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.

badge.png

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.

global (1).png

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.png

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.

convo.png

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. 

Untitled design (1).png
1_Badge_Online_large_2x.png
2_Badge_AdvancedOnline_large_2x.png
Untitled design.png
bottom of page