As the founder of Banka & Company CPA, my focus is to help my clients understand their personal and/or business financial position. Our mission is to help our clients Plan, Manage, and Succeed.
When I joined Banka & Company CPA in 2015 I knew it was the right fit for me. I enjoy working with small businesses because of the unique and diverse accounting and tax requirements they need.
My role is to streamline the behind the scenes operations in an effective, efficient, and professional manner so that the Accountants have the support to focus on the client’s needs.
At Banka & Company CPA our mission is to help our clients Plan, Manage, and Succeed. As the business owner of Banka & Company CPA, my focus is to help you understand your personal and/or business financial position. We do this by equipping you with the clarity and knowledge to feel confident when making decisions for your financial goals. We are dedicated to providing our individual and small business clients with all the necessary tools to achieve success.
My clients consider me more than just their accountant. Over the years they view me to be compassionate, efficient, informative, involved, and professional. They recognize we always have their best interests at heart. Our client relationships are built on trust, compassion, and care.
We provide quality service at a reasonable price. Our services are available to you, not just during tax season, but all year long. Part of our expertise is to help you navigate those life altering events so they don’t end up costing you financially.
At Banka & Company CPA, we specialize in 4 areas;
Individuals – annual tax returns, tax planning, retirement and estate planning
Corporations – Notice to Reader and Review Engagement
Small Business – Accounting and Bookkeeping Services, Tax Planning, Business Advisory, Computer Consulting
Trusts – Individuals, Real Estate Brokerage
Where it all began
I grew up in a home where my father was the entrepreneur running a small construction business with many side line businesses. The entire family helped in the business; my mother and I did the paperwork. At the same time I was employed in various industries that provided me with a solid basis for business. I did not go directly into public practice, but I actually worked my way up through the various levels of a business. Starting from a receptionist/secretary, to accounts payable clerk, to collections, to financial reporting and analysis, upwards to management. When I finally entered into public practice I could relate to the owner’s struggles because of the experiences I actually had by working at the front lines of business.
My education coincided with my practical experience and I took courses to improve my skills as my positions required. My computer experience began in 1979 on the first Apple Supercalc program and I have been constantly and consistently upgrading my skills and education ever since. When I discovered the Certified General Accountant (CGA) program whereby education must equal practical experience, it was a perfect fit for me. Today the Certified General Accountant (CGA) has evolved into the Chartered Professional Accountant (CPA) designation. I also hold a bachelor in computer science and experience with computer conversions. This means I can provide computer consulting and training for you and your business. One final area of my expertise to mention is I hold a Chartered Manager designation which is internationally recognized for competencies in leadership, strategy, finances, accounting, management operations, and organizational analysis.
Our strength is working with small businesses that are;
We work with individuals who;
Banka & Company CPA brings over 35 years of professional accounting, finance and tax expertise. Contact us if you have any questions or to schedule a complimentary appointment.
I joined Banka & Company CPA in 2015 as a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA). As a graduate from the University of Saskatchewan with a Bachelor of Commerce, I bring a strong understanding how finances work in our economy.
My accounting background of over 20 years working in both mid-size and large accounting firms included advising clients with their financial and tax requirements. My experience includes working in Saskatoon, Saskatchewan at Deloitte as an Accountant and in Brooks, Alberta for Orion LLP as their Accountant and Human Resources Manager. The combined responsibility of overseeing staff needs and financial reporting for a variety of corporations has given me a broad scope of experience.
When my family moved to Kelowna, BC I was ready for a new challenge and Banka & Company CPA became the right fit. I enjoy working with small businesses because of the unique and diverse accounting and tax requirements they need.
I enjoy helping small business owners;
The services we provide are filing corporate tax returns including Notice to Reader and Review Engagements. Our Assurance services also include filing for Real Estate Trusts, Individual Trusts, and Collection Agencies Trusts. We also file not-for-profit clients year-end reports.
We keep up with the ever changing and evolving tax system to make sure our clients receive all the benefits. Our goal at Banka & Company, CPA is to pass on our knowledge and expertise in order to help our individual and small business clients make the right decisions for their financial and tax needs.
My background consists of 30 plus years of combined office, administrative, and customer service experience. I received my Business Administrative Diploma in 2006.
As the Office Administrator for Banka & Company CPA, my role is to streamline the behind the scenes operations in an effective, efficient, and professional manner so that the Accountants have the support to focus on the clients tasks. With a strong background in office organization, I have developed keen instincts to visualize the most efficient, seamless, workable solutions. As the first contact my responsibilities include managing processes, communication, and making sure our client’s requests are answered.
Another of my responsibility is managing the marketing operations of the Accounting firm. By using my marketing skills, I think about the business terms a client can understand and the results they want to accomplish.
I maintain the various methods that are of interest with our clients. This includes developing processes for creating, communicating, delivering news and ideas that have relevance for clients.
We stay top of mind by sharing online information about;
The online tools we use regularly are social media, our website, blog post, and Capital News Column
Over the years Banka & Company CPA has established a core clientele consisting mainly of individuals and small business owners.
Our expertise includes helping clients with the following;
Canadian Tax Services – Corporations, Small Business, Individuals
Trusts – Individuals and Real Estate Brokerage
Consultations – Tax Planning, Retirement & Estate Planning, Business Advisory, Computer Consulting
We also provide bookkeeping services specializing in QuickBooks Pro Online and Sage 50 for small businesses on a monthly, quarterly, or quarterly basis. If bookkeeping is not your strength, consider delegating to Banka & Company CPA. We will make sure your accounts are current and find ways to help you increase your bottom line.
All of Banka & Company CPA’s professional team bring a variety of knowledgeable, comprehensive expertise. Our strength is to assist individuals and small business owners with all their accounting, tax, and financial requirements. We provide ongoing support for our clients so you never feel alone. We are an email or phone call away to help you when necessary. Contact us today.