Vertical CPA

www.verticalcpa.ca

We help Small Businesses solve all their bookkeeping, accounting, and tax problems.

Founder & CEO

Apple

Finance lead and advisor to the Canada Carrier sales channel

Structure demand generation programs, assess strategic initiatives, and business case development

Carrier Finance Route-to-Market Lead

BMO Capital Markets

Sector: Media & Telecom

Coverage: Rogers Communications (RCI-B.TO), BCE (BCE.TO), TELUS (T.TO), Shaw Communications (SJR-B.TO), Quebecor (QBR-B.TO), Cogeco (CCA.TO), Cineplex (CGX.TO), and others

Equity Research Associate

Macquarie Group

Sector: Oil & Gas 

Coverage: ARC Resources (ARX.TO), Crescent Point Energy (CPG.TO), Baytex Energy (BTE.TO), Peyto Exploration (PET.TO), Tourmaline Oil (TOU.TO), and others

Deloitte Canada

Financial Advisory - Valuations and Corporate Finance / M&A

Senior Associate

KPMG

Financial Institutions & Enterprise Audit

In 2021, during the height of the COVID 19 pandemic, I decided to leave a well-paying corporate job to start an accounting firm…

Why did I do something so crazy?

Before leaving my job, I learned that my dad who was working with his accountant of 5 years never filed his corporate tax returns. 

After doing some digging, we found out that although my dad paid his accountant every year, it was his accountant in fact who never submitted his tax returns. It wasn’t my dad’s fault – it was the accountant’s fault! 

Determined to fix this wrong, I helped my dad get his past-due tax returns filed. 

Soon after that, I learned that many of my friends who were business owners had a similar experience. Most accountants are smart but don’t take the time to (1) explain, (2) provide proactive advice, and (3) respond to their customers on time (in my dad’s case, nothing was done…)

We at Vertical CPA are determined to change this.

Most well-run corporations don’t accept mediocre service and it’s about time that small businesses are treated the same way

If you feel like you’re not getting the service you deserve from your accountant or bookkeeper, reach out to our team 

Get in touch today: info@verticalcpa.ca

Ali Ladha

Adian

Adian (Adian Professional Corp, CPA,CA ) provides Tax and Accounting Services to Trades and Real Estate CCPC Owners @ major milestones: 

Business Exits - Accounting and Tax Services to provide highest valuation and sale price for your business from infancy to exit.  

Tax Service examples include: Share structure direction, Reorganization and S85 Rollovers, LCGE Optimization and Multiplication.  Accounting Services would include: Bookkeeping, payroll, Notice to Reader Services* (For some of these services we work in conjunction with other niche service providers)

Estate Planning - Examples would include comprehensive overview to manage: Capital Gains Tax, Estate Freeze, Tax efficient charitable donations, advisory relating to options to provide $ for taxes upon death. Family trust where advantageous.

Inter-generational business transfers - Beginning Jan 1, 2024, new rules are in place to manage family transitions to next generation specifically 1. An Immediate IBT OR 2. A Gradual IBT. The rules are complex and require extensive due diligence to ensure compliance with CRA requirements.

We prefer a collaborative approach with specialists to deliver highest quality of service. Typical specialists that work with us are Lawyers, compliance focused CPA firms, bookkeepers, CFP’s  and corporate insurance specialists.

PS - Website being updated, the current website reflects the previous model of a generalist practice.

Founder

At Adian, we empower business owners to maximize wealth by minimizing their largest lifetime expense: taxes.

As a CPA, CA, I help Canadian business owners reduce their tax bills through strategic tax planning and tax compliance services.

Clients have praised my proactive approach. One noted, "Purvish didn't just exceed our expectations; he surpassed them. He provided top financial advice and connected us with essential specialists like corporate tax lawyers. If you need a financial partner who genuinely cares about your success, look no further than Purvish and his team."

Whether it's leveraging the Lifetime Capital Gains Exemption, wealth preservation through trust and estate planning, or managing family business transfers, I'm here to help you achieve your financial goals. Let's chat about how I can support your company.


Email: purvish@adian.ca
Website: www.adian.ca
Book a call: https://calendly.com/purvish/linkedin-campaign

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Ali Ladha

Purvish S.

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