Chartered Professional Accountant
More than just compliance.
Tax, accounting and exit planning for owner-managed businesses across Greater Vancouver. You work directly with David Moon, CPA, on every engagement.
What that means
Three things that happen before the filing.
01
Decisions before your year-end closes
Salary versus dividend, bonusing, the timing of purchases. Settled while they can still change what you pay.
02
A number you can act on
What the business would likely sell for today, and what is holding that figure down.
03
Books that hold up in diligence
Prepared by a CPA who has worked sell-side M&A and seen what a buyer's accountants go looking for.
Exit and succession
Most owners get one shot at selling the business.
76%
of Canadian business owners plan to exit within the next decade
9%
have a formal succession plan in place
43%
turn to their accountant for succession planning help
Source: Canadian Federation of Independent Business, 2023
What we do
Accounting, tax and CFO work.
- Corporate tax (T2)
- Personal tax (T1)
- Bookkeeping and cloud accounting
- Payroll
- GST and PST compliance
- Compilation engagements (Notice to Reader)
- Review engagements
- Fractional CFO
- Exit and succession planning
- Professional corporations
Fractional CFO
Finance leadership without the full-time hire.
There is a stage where a bookkeeper is no longer enough and a full-time CFO is not yet justified. The books get done, the returns get filed, and nobody is telling you what the numbers mean for the decision in front of you.
DSJM takes that seat on a monthly or quarterly basis. A close you can rely on, a forecast that gets revisited, margins broken out by the thing that actually drives them, and reporting your bank or your board will accept.
Writing
CanadianCPA.
Tax and finance for Canadian business owners, written by David.
Who you work with
David Moon, CPA
Licensed Chartered Professional Accountant in British Columbia. Trained at a Big 4 firm, and has worked in assurance, internal controls, FP&A, controllership and sell-side M&A advisory.
He has also been the one hiring outside accountants and reviewing their work, which is a different vantage point from only preparing the return.
He prepares your file, signs it, and answers the phone.
- Designation Licensed CPA, British Columbia
- Background Big 4 · Assurance · FP&A · Controllership · Sell-side M&A
- Your file A dedicated CPA, start to finish
Common questions
Before you get in touch.
Do I have to be planning an exit to work with you?
No. Most clients come for the ordinary work: corporate and personal tax, bookkeeping, payroll, GST. Exit planning is what we lead with because it is where an accountant makes the most difference, and because most owners leave it too late. It is not a requirement.
Do I work directly with a CPA?
Yes. You work directly with David Moon, CPA. He does the work and is who you call.
Where is DSJM located?
Vancouver, BC, serving owner-managed businesses and incorporated professionals across Greater Vancouver, including Burnaby, Richmond, Surrey, the North Shore and the Tri-Cities, and remotely across Canada.
Next step
Book a call.
Fifteen or twenty minutes, no charge. You describe the situation, David tells you whether he can help and what it would cost.
(778) 980-7276
info@dsjmaccounting.com