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Chartered Professional Accountants · North Vancouver, BC

Your next trust report, prepared by people who used to review them.

EverPeak is an accounting and advisory firm for regulated BC businesses. Ivy spent fifteen years in compliance audit, much of it at the BC Financial Services Authority; Janelle directed finance there. We know what the regulator expects, and we explain it in plain English.

Tell us about your deadlineSee who we help

Built for businesses a regulator watches.

  1. Real estate & mortgage brokerages

    BCFSA expects an accountant's report on your trust accounts every year. We prepare yours with a former BCFSA senior auditor's eye, so the filing lands right the first time.

  2. Law firms

    Your Law Society of BC trust report comes due three months after your reporting period ends. We handle the review and the filing, and tell you exactly what to have ready.

  3. Growing small businesses

    Financial leadership without the full-time CFO: bookkeeping that stays clean, statements your bank accepts, and a partner who will sit in the numbers with you.

What we do

Compliance, audit, and accounting for regulated industries. Every engagement is fixed-scope: you know the cost and the date before we start.

Trust audits & accountant's reports
Real estate trust audits and Law Society of BC trust reports, prepared and filed.
Compliance solutions
Ongoing guidance for regulated industries: controls, processes, and what the rules actually require of you.
Audit, review & compilation engagements
Independent engagements that make your financial statements credible to banks, boards, and regulators.
Fractional CFO & controller services
Senior financial leadership, scaled to the size of your business.
Bookkeeping & recordkeeping
Clean, compliant financial records, kept that way month after month.
Tax preparation
Corporate and personal filings, prepared properly and on time.

What happens when you reach out

  1. We talk

    A short call with Ivy or Janelle. You describe your situation; we tell you honestly whether and how we can help. No charge for the conversation.

  2. You get a plan

    A fixed scope in writing: what we'll do, what we need from you, what it costs, and when it will be done.

  3. We handle it

    We do the work, deal with the regulator's requirements, and keep you posted in plain English. You get your time back.

Dates worth knowing

  • Real estate brokerages

    BCFSA accountant's report

    120 days after fiscal year end

  • Law firms

    Law Society of BC trust report

    3 months after the reporting period ends

  • Corporations

    CRA T2 return

    6 months after year end, balances owing earlier

Your exact dates depend on your year-end and registration. Ask us, and we’ll map yours.

The people behind the work

Chartered Professional Accountants, twenty-plus years of combined experience, two of them spent on the regulator’s side.

Ivy Cao, Founder and Partner at EverPeak

Ivy Cao

Founder & Partner

Ivy spent over fifteen years in regulatory compliance and financial audit, including years as a senior auditor at the BC Financial Services Authority, the body that oversees BC's real estate and mortgage sectors. She started EverPeak so regulated businesses could get that insider rigour without the intimidation.

Work with Ivy
Janelle, Partner at EverPeak

Janelle

Partner

Janelle was Director of Finance at the BC Financial Services Authority. She leads EverPeak's financial guidance work: cash flow, reporting, and fractional CFO engagements that give growing businesses senior leadership without the full-time cost.

Work with Janelle

Tell us what’s going on

Whether a trust audit is looming, the regulator sent a letter, or the books just need a steadier hand: write a couple of sentences and we’ll take it from there. You bring the deadline; we bring the route.

info@everpeak.ca

Unit 210 – 233 West 1st Street

North Vancouver, British Columbia