Canadian Business Awards 2023

Providing professional and tailored services to small and medium sized businesses, Long-Haggerty Chartered Professional Accountant Inc. (LHCPA) is a Charted Professional Accounting (CPA) firm in Penticton BC. While similar firms often provide support and donations to their communities, LHCPA is the first CPA firm to be fully non-profit. With a passion for what they do and a true love for their community, the team at LHCPA puts their clients first. Here we talk to Owner, Jane Long-Haggerty, CPA, about the company’s services, values, and commitment to the community. LHCPA offers a wide range of services including bookkeeping, financial statements, taxation, and many more. With a passion for working with small business, family businesses, and local Okanagan businesses, LHCPA believes in providing approachable, accountable, and affordable services. In order to provide the best service possible, LHCPA ensures that its accountants are approachable. Talking about its USP, Owner, Jane Long-Haggerty, says, “Our clients often comment that we aren’t like other accountants. They say we’re easy to talk to, so they don’t feel intimidated.” She adds, “We want our clients to feel at ease. It’s important for them to be comfortable talking to us because we want to hear it all. The more we know them and/or their business (the good, the bad, and the ugly) the better equipped we are to work with them.” LHCPA also values accountability, meaning clients can count on LHCPA to get the work done to a high standard – and on time. The company aims to ensure filings are done in a timely manner and keeps up to date on professional development, so that clients know any work will be completed to the newest and highest standards. Jane further comments, “Our quotes are guaranteed, so clients can count on no surprise billings. Our work is guaranteed, meaning if the CRA finds an error we made, we fix it for free.” With competitive rates, affordability is also a priority for LHCPA. Jane says, “We are able to maintain competitive rates because we don’t have the same overhead structure of larger firms, but we also don’t believe in charging more just because we can.” As a non-profit firm, LHCPA founded the Long-Haggerty Regional Community Foundation. 100% of the firm’s profits are donated to the foundation, which then supports the community through a variety of initiatives. In 2022, the foundation was able to contribute over $65,000 back into the community through various foodbanks, South Okanagan Women in Need Society, OSNS Child and Youth Development Centre, and Bethel Church Penticton Shop of Wonders. The foundation also ran the fill-a-backpack campaign which involved seeking donations to fill backpacks with t-shirts, hats, water bottles, lunch kits, and school supplies. The backpacks were donated to local schools to allocate to families in need of help with the costs of going back to school. As another way of keeping its community in mind, while many firms move online and source staff from other countries, LHCPA hires locally. Jane has won multiple awards and was a finalist in many more. Notably, she won the Charted Professional Accounting British Columbia (CPABC) early achievement award for her commitment to the community and her technical savviness. Winning Best SME Accounting Business, Okanagan Valley, in the Canadian Business Awards 2023, highlights the unique services and achievements of Long-Haggerty Chartered Professional Accountant Inc. as a non-profit CPA firm. Considering the company’s dedication to the community and its work, there is no doubt that the business will continue to accomplish great things in the future. Contact: Jane Long-Haggerty Company: Long-Haggerty Chartered Professional Accountant Inc. Web Address: Jan23013 Best SME Accounting Business - Okanagan Valley Canadian Business Awards 2023 13