Avail CPA

Name

Avail CPA

Legal name

Avail LLP Chartered Professional Accountants

Website

https://availcpa.com

Company type

Private

Founded year

1933

Operating status

Operating

Headcount range

251–500 employees

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Fee-Only Advisory (FSAEAAAL)

Keywords

• Chartered professional accounting
• Business advisory services
• Tax compliance planning
• Agricultural accounting
• Cloud bookkeeping services

Headquarters

HQ city

Lethbridge

HQ country

Canada

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Fees: Avail CPA generates revenue through comprehensive professional services including audit, bookkeeping, business advisory, CFO services, cloud accounting, data analytics, estate planning, HR consulting, litigation support, tax, valuations, and wealth management services. The firm operates on a fee-for-service model where clients pay for specific professional services rendered.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Avail CPA is a full-service chartered professional accounting and business advisory firm offering 12 core service lines — Audit, Bookkeeping, Business Advisory, CFO Services, Cloud Accounting, Data Analytics, Estate Planning, HR Consulting, Litigation Support, Tax, Valuations, and Wealth Management — delivered by 150+ professionals across six Southern Alberta communities. The firm specializes in vertical-specific advisory for agriculture, healthcare professionals, non-profits, small business, and other industries, complementing core compliance work with cloud-based workflows, diagnostic tools, and integrated personal-and-business financial planning.

Product overview

Avail CPA operates as a full-service accounting and business advisory firm offering 12 core service lines. The firm provides traditional accounting services (Audit, Bookkeeping, Tax, Valuations) alongside advisory offerings (Business Advisory, CFO Services, Wealth Management, HR Consulting). Technology-enabled services include Cloud Accounting and Data Analytics providing real-time reporting and visual dashboards. Specialized services address specific needs including Estate Planning, Litigation Support, and industry-specific consulting. The firm also offers proprietary Mindshop diagnostic tools for business assessment across 17 different evaluation areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit Services Audit services encompassing corporate audits, non-profit organization audits, and fraud prevention examinations, providing independent verification of financial statements and internal controls for businesses, non-profits, and other organizations.
• Bookkeeping Services Comprehensive bookkeeping including payroll processing, GST/HST compliance, and data entry, offered through both traditional and virtual/cloud-based options for remote accessibility by small businesses and other organizations.
• Business Advisory Services Strategic consulting including profit improvement analysis, growth strategy development, and executive coaching, using Mindshop diagnostic tools for business assessment and transformation, for SMB and owner-managed clients.
• CFO Services Outsourced chief financial officer functions including budget development, financial forecasting, and financial reporting, acting as a virtual CFO for small and medium businesses that need senior financial leadership without a full-time hire.
• Cloud Accounting Services Cloud-based accounting solutions enabling virtual bookkeeping and paperless record management, supporting remote access from mobile devices and integration with digital signatures for SMB clients transitioning to modern accounting platforms.
• Data Analytics Services Business intelligence and analytics including real-time financial reports and visual dashboards, providing insights from financial data to support business decision-making for owner-managed clients.
• Estate Planning Services Estate planning including tax minimization strategies, will review, and wealth transfer planning, helping individuals and families structure estates for optimal tax efficiency.
• HR Consulting Services Human resources advisory including employee recruiting, policy manual development, and procedure development, assisting clients with HR compliance and best practices.
• Litigation Support Services Forensic accounting and litigation support for divorce proceedings, damage estimates, and shareholder disputes, including business valuations for legal matters, primarily for lawyers, law firms, and individuals involved in legal proceedings.
• Tax Services Tax compliance and planning covering personal tax, corporate tax, and GST/HST, including tax return preparation, tax planning strategies, and CRA correspondence handling for individuals and businesses.
• Valuation Services Business and asset valuations including appraisals, fairness opinions, and litigation support, conducted by Chartered Business Valuators for transactions and disputes.
• Wealth Management Services Comprehensive financial planning including investment review, retirement planning, and portfolio management, coordinated with accounting services for integrated financial advice for individuals and business owners.
• Mindshop Business Diagnostics Suite of 17 free Mindshop business diagnostic assessments including Business Scale Up, Change Success, Coaching Ability, Culture, Emotional Intelligence, Family Business, GPS Business, Innovation, Leadership, Marketing, Personal Resilience, Profit/Efficiency, Referral Ready, Sales, Survival, Listening, and Life Balance — online questionnaires generating benchmark reports used as a lead-generation and advisory intake tool.

Quantifiable outcome

• Clients report significant business growth in profits and gross margin after working with Avail CPA
• +1 more outcomes

Named customers7 records

Segments13 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Integrated Advisory Network (IAN)coreStrategic or Co-development PartnerAvail CPA is a member of the Integrated Advisory Network (IAN), an entity administered by Integrated Advisory Professional Network Inc. (IAPN). The IAN comprises independent firms, advisors, consultants, and service providers who may engage collaboratively. Avail CPA and other IAN Members may share personal information with each other to facilitate products and services.
• Re-LeasedminorStrategic or Co-development PartnerAvail CPA partnered with Re-Leased to present a free online seminar on Operational Efficiency in Commercial Real Estate, covering cloud accounting, workflow optimization, income and tax planning topics.
• RSM CanadaminorStrategic or Co-development PartnerRSM Canada Alliance provides Avail CPA with access to resources of RSM Canada Operations ULC, RSM Canada LLP and certain affiliates. RSM Canada is the Canadian member firm of RSM International, a global network of independent audit, tax and consulting firms.
• Community Futures Lethbridge RegionminorGTM or Marketing PartnerAvail CPA teamed up with Community Futures Lethbridge Region to present free online tax information sessions covering COVID-19 business benefits and tax considerations.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• MNP: MNP is the largest Canadian-owned chartered professional accountancy, with strong regional offices and comparable agriculture, non-profit, and SME advisory practices across Canada. It is the closest direct peer to Avail CPA in terms of full-service CPA + advisory model serving mid-market and owner-managed businesses outside the Big Four.
• BDO Canada: BDO Canada is a mid-tier national CPA firm with deep agriculture, manufacturing, and non-profit practices and a mid-market advisory focus broadly comparable to Avail's segment and service breadth. Like Avail, BDO competes primarily outside the Big Four in the same owner-managed business space.
• Grant Thornton Canada: Grant Thornton Canada is a mid-tier national CPA and advisory firm focused on mid-market private businesses, with comparable advisory + tax + audit service lines and similar client profiles to Avail CPA. The two compete directly for the same privately-owned SME and family-owned mandates in Western Canada.
• Baker Tilly Canada: Baker Tilly Canada is a mid-tier network of independent Canadian CPA firms serving mid-market owner-managed businesses with audit, tax and advisory services. Its regional member-firm model and SME focus is structurally analogous to Avail CPA's independently-owned regional approach.

Broad incumbents

• EY Canada: EY Canada's assurance, tax and advisory practice competes with Avail primarily in larger private and listed-company audit mandates, plus family office and wealth management work that overlaps Avail Wealth. Comparable in service mix though substantially larger in scale.
• KPMG Canada: KPMG Canada is a Big Four firm offering audit, tax and advisory across all of Avail's served verticals but with substantially larger enterprise and resource base. It competes most directly with Avail in mid-market engagements and audit services for larger private clients in Alberta.
• Deloitte Canada: Deloitte Canada's audit, tax and consulting practice provides an apples-to-apples service line comparison to Avail's full-service CPA + CFO + wealth offering, though it typically serves much larger enterprise clients. It represents the upper bound of competitive pressure for Avail's largest mid-market pursuits.
• PwC Canada: PwC Canada's full-service audit, tax and advisory practice overlaps with Avail's core service catalogue at the larger end of the mid-market. Avail typically partners with or competes against PwC as the firm tiers up into larger private-company audits.

Emerging players

• FBC (Farm Business Consultants): FBC specializes exclusively in farm tax planning, bookkeeping and AgriStability/AgriInvest work for Canadian farmers — overlapping Avail's agriculture vertical. It is a focused, subscription-based competitor that pressures Avail's farm-tax service line specifically.

Regional players

• Smythe LLP: Smythe LLP is a Western Canadian chartered professional accountancy with comparable audit, tax and advisory services serving owner-managed businesses across multiple verticals. It competes with Avail for similar mid-market mandates in Western Canada though not specifically in Southern Alberta.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/AvailCPA
• LinkedInlinkedin.com/company/availcpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Avail CPA