Cascade Chartered Professional Accountants LLP

Name

Cascade Chartered Professional Accountants LLP

Legal name

Cascade Chartered Professional Accountants LLP

Website

https://cascadeaccounting.ca

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Revenue generated from providing accounting, tax compliance, tax planning, assurance, and advisory services to individuals and businesses. Services include corporate tax, personal tax, financial statement preparation, audits, reviews, due diligence, and business succession planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Cascade Chartered Professional Accountants LLP is a full-service CPA firm offering tax compliance and planning, accounting and assurance, and diligence and advisory services to independent professionals, business owners, and their families primarily in Alberta with some international clients. The firm is led by two Chartered Professional Accountants (Eric Beaton, CPA and Peter Drag, CA) who specialize in complex Canadian tax, estate planning, business valuation, and niche offerings such as Amateur Athlete Trust administration. Services are delivered on a custom quote-based engagement model supported by a secure client portal.

Product overview

Cascade Chartered Professional Accountants LLP is a full-service CPA firm that operates as a single, unified professional services practice rather than a modular software platform. The firm offers three integrated service lines—Tax Services, Accounting & Assurance Services, and Diligence & Advisory Services—supplemented by Consulting Services and a secure Client Portal. These services are delivered by a team of chartered professional accountants serving independent professionals, business owners, and families primarily in Alberta with some international clients. The practice was established in 2018 and is led by Partners Eric Beaton and Peter Drag.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax compliance and planning services including corporate tax, personal tax, partnership returns, GST compliance and planning, preparation of information slips (T3, T4, T4A, T5), shareholder remuneration optimization (salary vs dividends), corporate reorganizations and planning, and non-resident filing requirements. Designed for independent professionals, business owners, and their families.
• Accounting & Assurance Services Financial statement preparation including Notice to Reader statements, financial statement reviews and audits for businesses and not-for-profit organizations, RECA audits, trust audits, CAM audits, assistance with complex accounting transactions, and SOC reporting. Designed for businesses and not-for-profit organizations requiring financial reporting and audit compliance.
• Diligence & Advisory Services Business advisory services including business purchase due diligence and analysis, business succession planning, retirement planning, navigation of business sales, internal controls evaluation, and advice on increasing business value. Designed for business owners planning transactions, exits, or internal control improvements.
• Consulting Services Additional consulting services on various financial issues beyond the three core service areas, tailored to individual client needs. Designed for clients whose concerns fall outside the firm's core service lines.

Quantifiable outcome

• In an Amateur Athlete Trust scenario, an athlete could save $35,000 in taxes on $250,000 of endorsement income through income smoothing and tax deferral strategies.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Financial AdvisorscoreOthersService partner network including Financial Advisors who work with Cascade to ensure client financial planning needs are met.
• BookkeeperscoreOthersService partner network including Bookkeepers who collaborate with Cascade on client accounting needs.
• Contract CFOscoreOthersService partner network including Contract CFOs who provide fractional CFO services in partnership with Cascade.
• BankerscoreOthersService partner network including Bankers who collaborate on client financing and banking needs.
• LawyerscoreOthersService partner network including Lawyers who work with Cascade on legal aspects of business reorganizations, succession planning, and estate matters.
• Norfolk HousingminorStrategic or Co-development PartnerNon-profit housing organization. Cascade ran their first annual Tax Clinic in conjunction with Norfolk Housing in April, providing personal tax services to tenants who may not have the ability to navigate their own tax returns. 50% of Norfolk's tenants are low-income and may be eligible for income supplements if they file.
• Kenn Borek AirminorGTM or Marketing PartnerCascade participated as a minor sponsor in the 6th annual Kenn Borek Air charity golf tournament, which raised money for the Quinterra Legacy Garden memorial garden project.

Scale indicators2 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• BDO Canada LLP: BDO Canada is a major mid-tier accounting firm with strong presence in Calgary, providing tax, audit, and advisory services to private businesses and individuals, directly overlapping Cascade's service lines and target market.
• MNP LLP: MNP is the largest Canadian mid-tier accounting and business advisory firm with deep Alberta roots, offering tax, assurance, and advisory services to SMEs, independent professionals, and business owners—the same core segments Cascade targets.
• Grant Thornton Canada: Grant Thornton is a global mid-tier accounting network with Canadian offices in Calgary, offering tax compliance, assurance, and advisory to mid-market businesses and entrepreneurs—directly comparable to Cascade's positioning.
• Baker Tilly Canada: Baker Tilly is a Canadian mid-tier accounting and advisory firm serving private businesses with tax, audit, and succession planning services—a near-identical offering to Cascade's tax, assurance, and diligence practice.
• Smythe LLP: Smythe is a Western Canadian mid-sized CPA firm specializing in tax, audit, and advisory for private businesses and not-for-profits—a boutique comparable in scale and service mix to Cascade.

Broad incumbents

• KPMG Canada: KPMG is a Big 4 firm with a major Calgary office serving large enterprises and high-net-worth individuals with tax, audit, and advisory services; it competes with Cascade for the upper end of Cascade's target market.
• PwC Canada: PwC is a Big 4 firm with a Calgary office providing tax, assurance, and deals advisory, competing for the same mid-market and privately-held business clients in Alberta.
• EY Canada: EY is a Big 4 firm with a Calgary practice covering tax, audit, and transaction advisory, overlapping with Cascade on succession planning and private client tax work for larger Alberta businesses.
• Deloitte Canada: Deloitte is a Big 4 firm with a Calgary presence offering full-service tax, audit, and consulting; it competes for larger advisory and succession mandates in the same Calgary business-owner segment.

Emerging players

• Pivotal Solutions CPA: Pivotal Solutions is a Calgary-based boutique CPA firm serving owner-managed businesses with tax, accounting, and CFO services, comparable in size and target market to Cascade.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cascade-cpa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Cascade Chartered Professional Accountants LLP