Frequently Asked Questions

A CPA provides financial clarity and compliance for your business. At SUMA, we go beyond tax filings, we offer bookkeeping, financial reporting, budgets, forecasting, and ongoing financial strategy to help you make confident, data-driven decisions.

You should work with a CPA when you’re starting your business, planning to grow, need support with taxes or compliance, or want to gain insights into financial performance. SUMA offers proactive, strategic support tailored to every stage of your business.

Track expenses monthly, reconcile accounts regularly, organize receipts, and use accounting software. Our monthly bookkeeping plans help you stay audit-ready year-round.

Bookkeeping tracks day-to-day transactions. Accounting interprets that data to offer strategic guidance. At SUMA, we handle both, keeping your books clean and offering insight into cash flow, profitability, and long-term planning.

Mixing personal and business expenses, missing receipts, failing to reconcile accounts, poor categorization, and not tracking deductions. We help you avoid these pitfalls with systems designed to keep your finances clean and tax-ready.

Suma CPA Inc. offers a range of accounting services, including bookkeeping, tax preparation, financial analysis, and consulting.

We handle tax filings, ensure you’re claiming all eligible deductions, and keep your records organized throughout the year. Our goal is to reduce stress, minimize tax liability, and help you stay compliant with CRA requirements.

We work with service-based professionals, startups, construction, architectural, and tech businesses across Metro Vancouver. Our experience allows us to tailor solutions to the financial needs of each industry.

Our Financial Controller services include financial reporting, budgeting, forecasting, financial risk management, and implementing streamlined accounting systems. We offer scalable solutions for growing businesses needing internal finance expertise.

Yes. We offer tailored tax and bookkeeping services for self-employed professionals, including support with GST/HST, deductions, and quarterly tax installments.

The cost of our services varies depending on the specific needs of each client. We offer a free consultation to discuss your needs and provide a customized quote.

Suma CPA Inc. works with individuals, small businesses, and corporations across a variety of industries.

Absolutely. We offer a free discovery call to understand your business needs and recommend the right services to support your financial goals. Email us at info@sumacpa.ca to book your discovery call today!

Yes. We’re proud to support Vancouver’s small business and professional communities. Being local allows us to offer personal, responsive service aligned with regional tax and business regulations.

Yes. We’re proud to support the Spanish-speaking community in Vancouver. Feel free to reach out to us to learn more about how we can help via our email info@sumacpa.ca

Por supuesto. En Suma CPA ofrecemos atención en español. Solo menciona tu preferencia al contactarnos en info@sumacpa.ca Recuerda que nuestra discovery call es gratis. Contáctanos via correo electrónico para más detalles.

Claro que sí. Apoyamos a emprendedores hispanos en Vancouver con estrategias financieras, preparación de impuestos, y control contable personalizado para que tu negocio crezca de forma saludable.

¡Sí! En Suma CPA trabajamos con nuevos residentes, trabajadores temporales y estudiantes internacionales. Te guiamos para cumplir con tus obligaciones fiscales en Canadá desde el primer año.

Dependerá de tu situación, pero en general necesitarás:

• Formularios T4 o T5 si trabajas o tienes inversiones
   
• Recibos de gastos médicos, educativos, y donaciones
   
• Comprobantes de ingresos por cuenta propia entre otros. 

Si tienes dudas, contáctanos por email info@sumacpa.ca para conocer tu situación y poder entender mejor tu caso.