Who We Are

Our Company

Clearline Chartered Professional Accountants is the accounting and financial advisory firm that delivers clarity, strategy and confidence to clients in Lower Mainland, B.C.

With offices in Surrey, Tri-Cities, and Vancouver, we are available everywhere in the Lower Mainland. Our expert team delivers integrated tax and financial advice to businesses and personal clients, helping them take control of their finances and reach their goals.

Clearline CPA

Our Approach

At Clearline Chartered Professional Accountants we believe in taking the time to understand your unique situation and needs in order to offer individually tailored services and solutions. By building customized plans and offering different levels of service, we’re able to clearly address your immediate needs and reach your long-term goals.  In working with our clients we aim to provide them with Clarity, Strategy and Confidence.

 

Clarity: The quality of being clear, being easily understood, having a full, detailed and orderly mental grasp of something

 

Strategy: A method worked out in advance for achieving some objective; a plan; The means or procedure for doing something; an approach

 

Confidence: The quality or state of being certain, a feeling of reliance on one’s circumstances, a relation of trust.

Our History

Clearline Chartered Professional Accountants started in 2009 by acquiring an established accounting practice in North Vancouver, which had been operating since 1989 under the name John B. Haley & Associates. In 2018, we acquired Santos & Co., CPAs and in 2022 we acquired Concert CPA.  Since our founding we have added many knowledgeable accounting and tax professionals to our team to expand our service offerings and better meet our clients’ needs.  Today we work out of offices in Vancouver, Tri-Cites, and Surrey and we provide services to a wide array of businesses and not-for-profit organizations across the lower mainland and beyond.

Our Community

Engagement is at our core. Engagement starts with community. Our commitment to community invigorates and informs our engagement with you.  Check out a few of the core community groups we have the pleasure to serve.

Adoptive Families Association of BC

Down Syndrome Resource Foundation

Honour House

Inner Hope Youth

Lookout Society and Foundation

Planned Lifetime Advocacy Network  

SurreyCares Community Foundation 

Vancouver Adaptive Snow Sports

Our Mission

Our mission is to provide exceptional service to our clients, while also prioritizing the growth and development of our employees. We want to help our clients succeed by providing them with the tools and resources they need to make informed financial decisions. And we want to do it all while creating a positive, supportive, and inclusive workplace culture that fosters growth, collaboration, and innovation.

Our Values

Excellence: We strive to provide the highest quality accounting services to our clients, and to continuously improve our processes and systems to better serve them.

 

Integrity: We are committed to honesty, transparency, and ethical behavior in all our dealings, and we hold ourselves to the highest standards of professional conduct.

 

Respect: We treat our clients and employees with dignity and respect, and we value the diverse perspectives and backgrounds that make us stronger.

 

Collaboration: We believe that working together is the key to achieving our goals, and we encourage open communication, feedback, and teamwork.

 

Innovation: We are dedicated to exploring new ideas and technologies to enhance our services and improve our industry, and we are committed to being at the forefront of change.

 

Accountability: We lead by example and take ownership of our actions and results, and we take responsibility for our performance and outcomes.