I specialize in advising businesses on all aspects of legal and financial operations and strategic planning. My firm offers full accounting and legal services from bookkeeping to preparation of financial statements and tax filings to legal advisement on business structure and corporate contracts. My personal expertise in both law and accounting enables me to view business situations from a multidimensional perspective and provides my clients with the efficiency of obtaining both legal and accounting advice from one professional.
My goal is to create time and cost certainty for my clients while employing a common sense approach to business. As my oversight reaches from the creation of financial records to analysis and tax reporting, I am able to advise with an in-depth understanding of my clients and ensure that corporate goals and tax planning integrate with personal goals and planning.
My work ranges from short term engagements to longer term management of projects or transactions. I am acccessible and engaged with my clients and they trust me to guide them in overcoming their challenges and reaching their goals.
• You need someone who can give you executive level advice and unbiased feedback on a business issue you are facing.
• You have a business idea and don’t know where to start.
• You know you need professional financial or legal advice but are not sure who would be best for your needs.
Client’s often don’t know exactly what they need, how much it will cost or how to get it done. I meet one on one with client’s to discuss their situation, analyse their needs and create a strategy and action plan that integrates the business areas of finance, legal, business structure and overall business operations. Strategies and plans can range from the launching of a new venture, rectifying issues, growth of an existing businesses to the formulation of a profitable business exit. I also act as a strategic partner and sounding board for business leaders to discuss current issues or pressing decisions and get the unbiased feedback they often cannot find within their own business or network. I tell you what you need to know to make decisions, not necessarily what you want to hear.
• You do not have the time to adequately manage all the aspects of a transaction and need a point person who can free you to focus on your business.
• You have grown quickly and are concerned that you don’t have all the business structure or processes in place to take your business to the next level.
Many business leaders do not have the time to adequately address day to day issues and the added workload of a transaction, unforeseen challenge or the next step in their business may seem unattainable given their current resources. I take charge of the management of the financial and legal aspects of these transactions and processes which provides my clients with the security needed to be able to focus on the other aspects of their business. I utilize my firm as well as my network of expert specialists to ensure that the project is handled with the necessary expertise. I manage all professionals engaged in a project and clearly communicate needs and deadlines to ensure that the project is being driven forward in a cost and time efficient way.
• Your business moves fast and you need professional advice at your fingertips but you often go ahead without it because of time or cost restraints.
• You have a wide variety of business issues that arise but your needs are not consistent enough to warrant engaging part time or full time assistance.
It is often difficult for clients to contact their professional advisor when needed because the professional is simply not available or the cost of repeated calls to their advisor is cost prohibitive. This can result in uncertainty for clients and mistakes that could be avoided by some timely advice. My clients who have ongoing needs, or who want the assurance that they have the legal or financial answers they need quickly, work with me on a monthly retainer basis. This provides them with the security of executive level in-house legal and financial expertise but in a much more cost effective manner. My retainer work includes access by phone and email and in person consulting at my client’s premises.
• Strategic planning and business advisement
• Corporate structure set up and reorganization
• Start-up consulting
• Growth and exit strategies
• Business negotiations
• Transaction management
• Annual financial statements and tax filings
• Corporate, estate and personal tax planning
• Financial budgets and forecasts
• Business valuations
• Financial statement analysis
• Litigation support
• Incorporations and corporate records
• Corporate reorganizations and acquisitions
• Shareholder agreements
• Employment and consulting agreements
• Commercial agreements
• Wills, estate and succession planning
My business growth comes strictly through referrals from clients and professionals I have worked with.
Please contact any of the individuals below to discuss our work together.
Leah GuloienCycling Coach & Kinesiologist / Member of the Canadian National Cycling Team
Kim has a very strong presence about her and she has a wealth of knowledge. During a time in which I was making some big decisions in my career path, Kim was not only a good friend and mentor, but a business professional that helped me understand my options and the steps I needed to take to get what I wanted. Making a change and starting your own business is an overwhelming experience and it can be very intimidating as there are so many firsts and unknowns. I had so many questions and Kim was able to answer them all. I was relieved to have her by my side and I would highly recommend her services.
Darren BattersbyManaging Partner / Finance Matters
Kim and I have known each other for many years and I continue to seek out her services with any venture I enter into. She is an extremely valuable member of my network of professional who can provide both and legal and accounting perspective to any business situation. I highly recommend Kim to anyone who needs a key personal in their senior management team.
Bob Sanghera, CPA,CAManaging Partner / Smythe CPA
I have known Kim for several years and have had the pleasure of both working with her at Smythe LLP, as well as on mutual clients together. Kim is a top professional that provides excellent client service and professional advice to her clients. Kim brings a unique perspective to her clients from not only a legal and accounting background but also as an entrepreneur and business owner. One of Kim’s unique strengths is getting to know her clients and understanding their business needs. I would highly recommend Kim’s services based on her expertise, creativity, professionalism and client service.
Bill ThomsonPresident / Burnaby Arts Council
Kim Heath served as Treasurer on the Board of Directors of the Burnaby Arts Council for two years. Our organization benefitted greatly from her excellent knowledge of professional accounting practices in business. She also provided timely legal advice to our board with regard to administrative and legal responsibilities. Overall, Kim’s contribution to the management of our organization was excellent, and I highly recommend her services.
Paul CokerPartner / Innova Kitchens, Baths, and Interior Design
Innova Kitchens, Baths, and Interior Design has had the pleasure of using Kim’s financial accounting and legal services for a decade. Her expert advice in various matters related to accounting, business strategy, and planning have always proven prudent and effective and her business manner has always been personable and professional allowing us to recommend her services without reservation.
Melissa Harris & Traci MylesPartner / The Wedding Architects
Starting a new wedding planning business and incorporating our company created ay challenges that we were ill-equipped to handle on our own. Kim was able to navigate us through the process and had the expertise to advise us what we needed to do immediately and what we could wait to do later that saved us valuable time and thousands of dollars. We literally would not have been "The Wedding Architects" without her!
Liam FisherStrength and Conditioning Coach / Primal Performance
Running your own coaching business, is full of challenges that can literally run you to the ground. However, knowing that in sport when it comes to difficult tasks, one has to turn to the experts to gain the particular advise, skills and tools to perform to your potential on race day. For us at Primal Performance, Kim was that expert. Her amazing personable skills, expert contractual knowledge, and understanding of the fitness industry saved us time and money, allowing us to keep our attention focused on our athletes.
Delaney SmithPrincipal / Enhance Social Media & Misfit Streetwear
Throughout the growth of my first businesses, Kim provided me with excellent guidance and professional opinion. Her knowledge and experience in all fields of business practice have allowed me to make numerous well informed decisions based on the sound information I've received. I continually look to Kim for help relating to all things accounting, contracts and agreements, industry protocols and general business growth. Kim is excellent at communicating in a manner which I can understand and then act upon, I would not hesitate to recommend her to others.
Susan Washington, B.Ed, M.Ed, CPCCMaster Leadership Coach / Susan Washington Organizational Training and Development
I don't know many professionals who are both an accountant and a lawyer. Kim excels in both fields and she can help you understand the details of your business issues as well as guide you in the bigger picture. Kim and I have collaberated on projects where even under the tightest deadlines, she went above and beyond and performed well ahead of schedule. The value of investing in a professional like Kim is that she sees things others miss as a result of her multidisciplanary training and she knows first hand what it takes for businesses to stay profitable and competitive. Kim is the expert that I recommend to my friend and associates for all business and financial matters.