Financial Services

Financial accounting that preserves and grows your wealth.

Financial Accounting, Bookkeeping, & Tax Services

In a rapidly evolving industry, it’s challenging to manage risk, remain compliant, and manage profit margins while creating value for shareholders and policyholders. At Cross & Company, our Nanaimo-based accounting firm helps financial services firms of all types navigate the unique industry challenges they face, from risk and capital management to preparation of financial statements, canadian tax preparation, optimizing business efficiencies, and more.

At Cross & Company, our CPA accountants and bookkeeping team is dedicated to understanding the complexities of your industry and provide reliable guidance that gives you the insight you need to offer better service to your clients and grow your business. At Cross & Company, we provide accounting, audit, business consulting, income tax & corporate tax services, trust and estate planning, and more, to financial services firms across Nanaimo, Ladysmith, Duncan, Parksville, Qualicum, Port Alberni, and Lake Cowichan. If you’d like to learn more about how our accounting & advisory services can help your business grow and thrive, reach out to our CPA accountants today.

Clients we serve:
Professional Advisory
Wealth Management
Investment Funds
Insurance Companies
Brokerage Firms

Contact Our Financial Accountants