Path to the Summit

At SummitPath we work collaboratively with you to help you get to where you want to be.

Our experienced team is here to guide you through the twists, turns and switchbacks of your financial life with ease.  

Our goal is to ensure you have strong foundational bookkeeping records, better discussion on your year-end financials and tax planning for your business and you personally, and work with partners in wealth and estate planning to work towards your summit.

The Foundation

Bookkeeping

The foundation for all decision making comes from having great records – your bookkeeping.

Investing in good bookkeeping ensures you can make accurate and timely decisions.

The Ascent

Accounting & Tax

Once you have established great foundational records, you will be able to have better conversations with your year-end accountant. Allowing you to focus on the company’s financial health, goals and tax planning for the year and the future – so you are never caught off guard.

The Viewpoint

Long-term planning

After establishing your bookkeeping, and having better annual conversations with your accountant – you can focus on your high-level goals!

We collaborate with you and partners to ensure your needs are covered – from insurance and benefits to wealth creation and estate planning.

Are you ready to start the journey?

Managing your finances shouldn't keep you up at night.

Most business owners stress about their finances. If you can relate to any of the statements to the right, give us a call. Our team can help!

“I’m Overwhelmed”

I'm overwhelmed with recording all of my company's transactions and am worried I'm missing something.

“It’s Complex”

My business is growing and getting more complex. I need help managing my company's records.

“My accountant is hard  to reach.”

I have questions that come up and it’s tough to get in touch with my current accountant to get support quickly.

“What Strategy?”

Do I have the most efficient tax strategy?

“Where do I Start?”

I'm considering a succession plan for my business. Where do I start?

“Will I Reach my Goals?”

Do I have the right investment strategy to help me reach my goals?

What our clients have to say.

Summit Path Accounting has been an invaluable partner in managing our financial needs. Their professionalism, expertise, and attention to detail make all the difference. The team is knowledgeable, responsive, and truly cares about their clients’ success. Highly recommend for anyone looking for reliable and strategic accounting services.

Shelley Adams

Graham, Chad and the SummitPath team go beyond accounting and provide strategic advice that's easy to understand to guide your decisions and at all stages of your business. They are highly values led and amazing humans invested in you personally as well as your business.

Jenn Lofgren

SummitPath has consistently provided clear and well thought out financial advice for our firm. Graham is great at making complex topics simple. Thank you!

Shawn Gibson

Our Frequently Asked Questions

What type of services does SummitPath offer?

We offer a wide variety of complentary services to our business owner clients including the following;

Compilation engagements (Notice-to-reader)
Review engagements
Corporate tax preparation
Trust tax preparation
GST returns
T slip preparation (dividends and wages)
Personal tax preparation
Corporate, trust, and personal tax planning
Corporate tax reorganization
Forecasting and budgeting
Succession planning
Bookkeeping
Wealth Advisory
Financial Planning

What kind of industries does SummitPath specialize in?

At SummitPath we focus on helping small and mid-sized businesses. We serve a diverse set of clients and industries, but here are a few of the industires that we have experience with;

IT Consultants
Oil & Gas Service Companies
Health Service Professionals
Construction and Related Business
Engineering Firms
Architecture
Investment Companies
Software Developers
Trucking and Logistics
And More!

I'm located outside of Calgary, can SummitPath still handle my bookkeeping?

Yes, thanks to technology and video conferencing we are able to work and meet with clients throughout Alberta and Canada.

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