A diagram of Loren Nancke's financial serenity wheel

Business and Tax Planning:

Taking care of your financial statements, CRA ﬁlings, GST returns and tax slip preparations, bookkeeping, budgeting and cash ﬂow planning, payroll solutions, and WCB reporting

Retirement and Investing:

Providing wealth planning and coordination with your retirement advisor or investment broker to ensure alignment and prevent redundancies

Legal and Estate Planning:

Supporting you in protecting your business and estate by coordinating with your lawyer or legal team

Credit and Lending:

Helping you identify what’s possible for business loans, corporate grants and government or industry funding

Insurance Planning:

Working with your insurance advisor to ensure that you and your corporation or small business are covered

Personal Goals:

Weaving in your personal financial goals, so that your business is helping you work towards financial serenity

Book a discovery call

Loren Nancke by the numbers

30+ years
Providing accounting services and financial support in Western Canada
10+ accountants
Helping incorporated professionals find financial serenity
1 CPA firm
Offering trusted advice for business owners that counts

We support corporations in BC and Alberta

Owning a business often means that you’re involved in more than just the delivery of your services or products. From managing your marketing to keeping your books balanced, it’s a lot of work to support your customers or clients while also making sure that your business continually thrives. Some might even say it’s…taxing!

But when you partner with Loren Nancke, you gain access to a CPA firm based in Greater Vancouver that understands the financial complexities of being incorporated. We can help you maximize your tax breaks, navigate loan repayment, and even connect you with the right professionals for your business needs that fall outside of our accounting services.

Our firm helps you gain control over your finances, so you can do more of what you love

It’s our objective to empower all of our corporate clients to find financial serenity. Throughout every aspect of your lives. In fact, we believe that it’s this objective that sets us apart from other accounting and bookkeeping providers. Our entire firm is deeply invested in your overall financial well-being.

At Loren Nancke, we’re proud to offer jargon-free advice, build practical corporate tax strategies, and align your entire team of professionals—from your broker to your lawyer. Each of our accountants and tax specialists do this by helping you put together a long-term, holistic plan for your business, retirement, and estate to better manage and grow your business. Now and into the future.

Book a complimentary discovery meeting with our firm to connect with our team of professional accountants. During the 30-minute call we’ll discuss how we can support your corporation with clear, straight-forward tax and accounting services you can count on.

Book a discovery call

Our client journey to financial serenity

STEP 1:

Complimentary discovery meeting and service package refinement

Once you fill out our contact form, our team will get in touch with you to book a half-hour discovery meeting. This will take place by teleconference or virtual meeting and will connect you with one of our corporate tax specialists.

After your discovery call, we’ll work with you to refine a service package that meets the unique needs of your business.

What is a discovery meeting?

A discovery meeting with our accounting firm allows you the opportunity to share details about your financial situation and business operations free of charge—with zero obligation. Our team will then use the information you provide to put together a proposal for your consideration.

It’s important to note that our accountants will not be able to provide specific advice during this meeting.

STEP 2:

Onboarding with Loren Nancke and a foundation GAP meeting

The next step comes after you’ve become our client. From there, we get you onboarded with our team by setting you up with our systems and sending you our new client financial questionnaire. Then, using the answers you provide combined with our foundation GAP meeting, our business accounting specialists develop a holistic plan for your finances that maps out:

Your personal and business financial goals
What financial pieces you already have in place
What you still need to achieve financial serenity

What is a GAP meeting?

A GAP meeting stands for Goal, Advisory and Planning meeting. We consider it a key differentiator in the financial services that our CPA firm offers our clients. Loren Nancke is proud to hold an initial foundation GAP meeting when a client first joins us. We then provide additional Goal, Advisory and Planning meetings annually to ensure that your journey to financial serenity stays on track.

STEP 3:

Annual filings, GAP meetings and consulting to achieve your goals

The final step in your journey towards financial serenity is one that repeats every year, as the Loren Nancke team supports you with annual:

Corporate tax compliance
Wage and dividend planning
Personal tax compliance
Financial consulting
Goal, Advisory and Planning meetings

The outcome is an evolving, holistic financial plan developed entirely for you. Whether it takes 1 year or 10, our corporate tax specialists will work with you and your entire team of advisors to help you achieve the ultimate goal of financial serenity. And once you get there, we’ll help you stay there.

What our clients say

They say first impressions are the most important. After being introduced to the people at Loren Nancke for the first time, I felt very comfortable and relaxed. I knew I was in very capable hands. As time went on this was displayed to me on many occasions. As a client I’m always informed of all issues. Everything is patiently explained to me in a very easily understood manner. I would, and have, recommended Candace to many people looking for an excellent non-intimidating accountant.

Charles Chamberlain, Owner

Tomahawk BBQ Restaurant
As busy business owners in a creative field, we needed a greater depth of financial guidance and planning from someone who could keep the financial discussions simple — interview us, identify opportunities and tell us what they recommended we could do to improve our financial situation. We attended a financial seminar where Loren Nancke were part of a panel of experts. Immediately impressed, we called them the next day to set up a meeting. We’ve been partners with them ever since and wouldn’t hesitate for a moment in recommending Candace, Gabrielle and their professional team to anyone.

Pat Kelly, Partner

BRANDFX Advertising, Design & Interactive
Loren Nancke has been my personal and corporate accounting firm for close to 20 years. Their professionalism, attentiveness to detail, and excellent service are the reason they continue to be my accounting firm of choice. I lean on them for all matters regarding income tax advice and guidance.

Vince Cardella, Principal

Promerita Strategic Wealth
Not only superior service, but I feel as though I am receiving excellent value for the fees I pay. How rare is that these days? Most of my family has moved their accounting needs to the firm, and they have been as pleased as I have.

Daniel Kalla, MD, CCFP (EM)
I have been using the accounting services of Gabrielle Loren for at least ten years now. I have complete trust and confidence in the services of Loren Nancke. I have always felt that my business is appreciated and as a client I am treated with ethical business practices and high integrity. I have even referred my parents to their office as I have complete trust in their accuracy.

Ian Holt

Re/Max Real Estate Services, Vancouver
If you need someone to answer a question they always get back to you quickly, I cannot praise their work ethic enough. Loren Nancke has really helped us grow, and the only reason I can relax while I’m on holiday is knowing that if I have a problem they will look after me.

Graham MacLean, President

MacLean Homes Ltd.
I have been a client of Loren Nancke for several years now. My experience has been absolutely positive. Their care and attention to details combined with a practical and logical approach have been well above my expectations. That resulted in savings that considerably exceeded their fee (which I have found reasonable in any case). I can gladly recommend Loren Nancke to anyone that needs an accountant or would like to consult them for a second opinion.

Marco Ciriello, Architect AIBC, AAA, OAA

LO STUDIO architecture Inc.
Loren Nancke’s reputation as the accounting firm that delivers big business service at small business price is certainly well deserved and deeply entrenched in the trade community.

Dianne Mueller

Soma Small Business Solutions

Corporate Tax Services

CORPORATE TAX ACCOUNTANTS FOR YOUR BUSINESS

Partnering with incorporated professionals and small businesses to help you manage your corporate taxes, build practical growth strategies, and find financial serenity in all aspects of your life.

How Loren Nancke can help you and your business achieve financial serenity

Loren Nancke by the numbers

30+ years

10+ accountants

1 CPA firm

In search of a local tax specialist for your business?

We support corporations in BC and Alberta

Our firm helps you gain control over your finances, so you can do more of what you love