ABOUT

We actually love what we do.

Balancing chequebooks, working with numbers, solving accounting mysteries – these are all things we love to do! Let us get into the nitty-gritty of your finances, and we will offer solutions, systems and strategies that will have a real-world effect on your day-to-day finances.

Book a Complimentary 30-minute consultation today.

Meet your new favourite people

Sylvia Gretchen CPA, CGA

Sylvia Gretchen is a CPA, CGA who has been in public practice in the Okanagan for over 26 years. Sylvia’s passion is educating, equipping and empowering families, individuals and businesses in financial literacy. Sylvia is a CPA Financial Literacy Volunteer, she hosts income tax clinics, and currently serves on the Central Okanagan Crime Stopper’s Society Board as Treasurer. When Sylvia isn’t using her skills and passion she enjoys spending time with her husband and daughter.

Erika Corsi

Erika plays an important role, as an Administrative Assistant, organizing, filing, bookkeeping and running the office with her excellent customer service skills.

When Erika is not busy in the office or studying at Okanagan College, she enjoys the outdoors, keeping active, enjoying good food in our local area and spending time with her 3 busy children.