Get To Know Us

We’re not just accountants, we’re small business advisors and we’re here to help you problem solve

We’re Chartered Professional Accountants

No need to wonder if your tax preparer is missing deductions – we’re experienced professionals and our firm is licensed and regulated by CPA Alberta

Our Mission

We look at the whole picture, so that we can not only solve your existing accounting and tax issues, but also proactively plan a better lifestyle for you in the long run. As your advisors, we want to get to know you and your business so that when you need help we’re just a quick phone call away to answer your questions – including the ones you might not know to ask about.

Who We Are

Our Team

Allison Duncan

Allison Duncan

CPA, CGA

Allison focuses primarily on tax planning and advisory services for small businesses, individuals, and estates. She excels at problem solving and strategic planning, and is a great person to call if you have a tax problem or if you’re just not sure where to start when it comes to accounting and tax. With over 17 years of experience, she has worked in many areas of accounting and tax including corporate reorganizations, business sales & acquisitions, estate planning, and family trusts. Allison is also extremely knowledgeable about cloud accounting and online accounting solutions, particularly when it comes to Quickbooks Online, and can help design an accounting solution for your business that fits your needs.

Lori Foley

Lori Foley

CPA, CGA

After spending more than 20 years in industry working directly for a medium-sized construction & development company as their CFO, Lori decided to return to public practice to focus on helping other business owners and entrepreneurs. She has extensive hands-on knowledge of accounting controls and accounting software (including construction-specific accounting software), budgeting, financial reporting, and other accounting specific needs for entrepreneurs and businesses. She is well versed in Quickbooks, and can advise on both tax and accounting matters.

Shannon Wells

Shannon Wells

Senior Accountant

With over 25 years of experience in public accounting, Shannon brings a wealth of knowledge and efficiency to the team. Working remotely from her home base just south of Calgary, she is responsible for looking after the preparation of corporate year end files and the needs of the business owners.

Devyn Percival-Fox

Devyn Percival-Fox

Bookkeeper