Your Trusted Accounting Provider

Welcome to
Robertson Accounting

Robertson Accounting provides professional and personalized accounting services to clients throughout British Columbia. We provide customized solutions that are simple yet smart, tailored to meet your needs and maximize efficiency.
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Who we are

Let us be the magic behind your company's best days

We will work with you to identify your needs and develop a customized plan to meet your present and future financial goals. Your success is our priority.

Robertson Accounting provides professional and personalized accounting services to clients throughout British Columbia. We provide customized solutions that are simple yet smart, tailored to meet your needs and maximize efficiency.

Based in Surrey, we offer a comprehensive range of accounting services tailored to meet your financial needs. We are fully virtual but can provide on-site services as requested.

We offer external accounting services – from financial statement compilations to review and audit assurance engagements – as well as in-house consulting, bookkeeping, and fractional CFO services.

Discover Services From
Robertson Accounting

Finance
Accounting & Bookkeeping

Maintain the accuracy of your financial records with our accounting and bookkeeping services. From entering transactions to preparing month-end or audit working papers, we keep your records in check.

Finance
Audit, Review, Compilation

Enjoy financial clarity and compliance in financial reports with our detailed audit, review, and compilation services, tailored to comply with regulatory requirements and increase financial clarity.

Contract CFO
Contract CFO, Cash Flow & Budgeting

Enhance your financial leadership with our contract CFO services, and ensure your business remains financially healthy through effective cash flow management and budgeting.

Consultation
Consulting Service

Leverage our professional consulting services to receive strategic advice and actionable insights, helping you achieve your business goals and drive growth.

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Finance
Tax Planning

Save your hard-earned money by optimizing your tax strategy through our tax planning services. We help lower liabilities and maximize returns for both individuals and businesses alike.

Tax Planning
Personal Tax

Navigate complex tax regulations and optimize your returns with our comprehensive personal tax services, designed to cater to individual financial situations.

Tax Planning
Corporate Tax

Maintain compliance and strategic tax planning for your business with our comprehensive corporate tax services, tailored to meet the unique needs of various industries.

Need Advice?

Contact us today to learn more about how we can support your financial success and help you achieve your financial goals in the Lower Mainland, Fraser Valley and throughout BC.

Your Trusted Accounting Provider in the Lower Mainland, Fraser Valley, and all of B.C.

Ready to improve your finances? Contact us today to explore how our personalized accounting services can support your business’s financial health and long-term success.
Meet Your CPA

Shauna Robertson

Robertson Accounting was founded by Shauna Robertson, a Chartered Professional Accountant (CPA). She has a broad range of experience in senior financial leadership positions across various industries, with a Bachelor of Arts degree from Simon Fraser University and a Diploma in Accounting from the University of British Columbia.

Shauna articled with PwC Canada LLP and gained expertise in accounting and financial management. Her experience across roles as an external accountant, financial leader, and business owner give her the unique tools to understand and address the specific needs of every client. Under her leadership, Robertson Accounting provides a comprehensive suite of virtual and on-site services, assuring dependable and professional support for businesses throughout the Lower Mainland and beyond.

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Professional Assurance for Your Business

Our compilation and assurance services are performed to deliver thorough and insightful services across British Columbia so you can strengthen your financial reporting and compliance.

Scale up your business with our CFO services.

A Contract CFO (Chief Financial Officer) provides high-level financial expertise and strategic guidance to businesses that need the expertise of a CFO on a flexible basis. Our Contract CFO services deliver experienced financial leadership, helping your business navigate complex financial situations, drive growth, and secure long-term success.
Testimonials

What Do Our Clients Say?

Our clients value the expertise, personalized service, and positive impact we bring to their financial management, helping them achieve their business goals with confidence.
Rising 5+ Stars
Execellent Score

Plan for The Future.
Maximize Your Potential Today.

Ready to improve your finances? Robertson Accounting proudly serves clients throughout British Columbia, supporting your financial success virtually and on-site. Contact us today to schedule a consultation and learn more about how we can help your business thrive.