Team Clearline CPA is excited to announce that we have just been ranked among the top 20 accounting firms in BC! Learn about how we got here in our blog. ...
The Clearline CPA team explains the recent legislative changes to Family Trusts and shares why there are still many benefits to using them....
Learn how your registered charity can take advantage of the new CRA digital services, including filing and updating your organizations information....
Modifying your accounting processes can improve business information, help you make better decisions and uncover insights to better manage your business. Clearline CPA shares how. ...
Unsure about financial statement reporting? Learn the key differences between a Notice to Reader, Review and Audit Reports and which is right for your company....
Clearline's management team is growing, not only in its ranks but in the specialized skill sets that we bring to you....
By Grant T. Smith Friday 30 November 2018 was a big day here at Clearline. That was the day the results of this year’s Common Final Exam (CFE) were released. The CFE is anything but common. It is the final exam for students seeking to become a...
By Siobhan O’Connor Born and raised in Melbourne, Australia, David attended high school at Brighton Grammar, one of Melbourne’s leading boy’s schools. At the age of 17, he knew he wanted to become an accountant. While most are still trying to figure out their career paths...
Last month we spoke about RESPs and the response to my article was astounding! A number of people wrote to thank me for bringing up the topic and several actually opened RESP accounts based on the article. One very thoughtful reader actually sent me a...
By Grant T. Smith It is very exciting to continue September’s announcements of annual promotions. Last month we started in Surrey, and this month we will lead off with the Vancouver team. Dan Demerse has been at Clearline as long as anyone (except Jeff and Grant, of...
Clarity, strategy and confidence straight to your inbox.
Rachel joined the Clearline Chartered Professional Accountants team in 2010 as a staff accountant. She received her Bachelor of Arts from UBC in 2007. Rachel joined Clearline because of the opportunity to work with a great, knowledgeable, dynamic team environment. She brings her outstanding organizational skills, creativity, and enthusiasm to the office. Rachel loves being outdoors and in her free time can be found at the park playing grass or beach volleyball till sun down.
A Senior Manager at Clearline Chartered Professional Accountants, Baljit has over 15 years of public practice experience with a focus on and a passion for serving owner-managed businesses. She provides all aspects of accounting and tax services to her clients including payroll, HST and personal tax services. She has extensive experience in a variety of industries ranging from construction to incorporated professionals to investment holding companies. Her emphasis has always been on ensuring that a client’s needs are being met. When Baljit is not in the office you can find her driving her two wonderful sons from one activity to the next.
What You Can Expect
You can count on our team of accounting professionals to file your tax return effectively and efficiently.
With Clearline Essentials you get:
Ready to get started? Submit your information below:
What You Can Expect
We will work together to define and understand your values and goals so we have a clear picture of what you want your financial world to look like. Together, we will:
With Clearline Elite you get:
Ready to get started? Submit your information below:
What You Can Expect
We will work together to define and understand your values and goals so we have a clear picture of what you want your financial world to look like. Together, we will:
With Clearline Elite you get:
Ready to get started? Submit your information below:
What You Can Expect
We will work together to bring clarity to your tax picture. We will:
With Clearline Comfort you get:
Ready to get started? Submit your information below:
What You Can Expect
We will work together to bring clarity to your tax picture. We will:
With Clearline Comfort you get:
Ready to get started? Submit your information below:
What You Can Expect
You can count on our team of accounting professionals to file your tax return effectively and efficiently.
With Clearline Essentials you get:
Ready to get started? Submit your information below:
Bilal, a Partner at Clearline Chartered Professional Accountants, primarily focuses on income tax and succession planning for Canadian owner-managed businesses in various industries. Bilal received his Bachelor of Commerce degree from the University of Victoria and obtained his CA designation in 2005. Prior to Clearline, he worked in the tax group of a large international accounting firm in Vancouver and a mid-sized accounting firm located in the Fraser Valley. An active proponent of community involvement, Bilal volunteers as the treasurer for the Surrey Cares Community Foundation. Outside of the office, he enjoys spending time with his wife and daughter. He enjoys outdoor activities such as golf and spending time with his family and friends.
John graduated from the University of Montana’s School of Business in 1972. He obtained his CPA (US) designation in 1980 and his CA designation in 1983. He spent more than 11 years with the international firm of PriceWaterhouse (now PriceWaterhouseCoopers), in three different countries before establishing his own firm in 1989.
Jeff has worked in public practice since 2002, providing accounting and tax advice to business owners, professionals and private companies. He has provided audit and assurance services to private companies, not-for-profit organizations and charities, in addition to acting as Chief Financial Officer (CFO) of public and private companies. Jeff completed his Bachelors of Business Administration (BBA) from Trinity Western University and went on to article at Staley, Okada & Partners, which later merged with PricewaterhouseCoopers, where he earned his Chartered Accountant (CA) designation. In 2009, Jeff, along with his business partner Grant T. Smith, founded Clearline Chartered Professional Accountants. The company started with just two staff in North Vancouver and has since grown to include a third partner, Bilal Kathrada, three office locations – North Vancouver, downtown Vancouver, and Surrey central – and a team of 20+ professionals.
Jeff was born and raised on a 52-acre working farm in South Surrey. He spends as much time outdoors as possible and loves living in Vancouver’s temperate climate; after all it is as close to California as he can get in Canada.
Now I am a CPA and mom and dad are so proud! But it was not always so, my youth was misspent earning a Bachelor of Fine Arts at York University in Toronto. My efforts were focused on revitalizing the theatre and, so I thought, improving mankind through art. That phase, known as the “arts years”, ended when I met Joanne Betzler on the best day of my life and started the “garden years”. For the next decade or so I worked with my mentor, John Zaplatynsky, at GardenWorks, where I learned how to run a business.
I left GardenWorks in 2001 to begin the “CPA years” and went off to work for Staley, Okada and partners, the prestigious chartered accountant firm that taught me my profession. I got to work with some of the finest professionals in the industry in Canada and was privileged to do so. It was not always great though, because there I met Jeff Block, my business partner.
It’s hard to imagine just how important your children can be and I am privileged to have the best four, all of whom have found marvellous partners and in one case have given Joanne and I two amazing grandchildren.
As a CPA I primarily focus on relieving my clients’ stress by helping to build a plan and implement a strategy that allows my client to focus on the things that matter most to them, like raising children almost as great as mine.
