KWB Accountants & Advisors

What KWB Accountants & Advisors does

KWB Accountants & Advisors (legal entity KWB Chartered Professional Accountants LLP) is an Edmonton-based professional services firm founded in 1992 by David Wickenberg and structured as a Limited Liability Partnership, governed by three partners (Wickenberg, Darren Buma, and Richard Ouellette) with approximately 28 total staff. The firm serves entrepreneurs and small-to-medium businesses (target profile: $1–10M annual revenue, 5+ employees, 3+ years established) across Alberta and the Northwest Territories, with two physical offices in Edmonton (headquarters) and Yellowknife.

Its core offering is the ONSight Advisory program, organized into three pillars: Simplify (cloud bookkeeping, migration, QuickBooks Online optimization, workflow), Improve (integrated planning, monthly Profit Accelerator coaching), and Achieve (SWOT analysis, business road map, KPI tracking). Supporting service lines include Year-End Reporting (business and personal tax returns), Wealth Management (delivered through a partnership with Angus Watt Advisory Group), Business Life Cycle Support (structuring, growing, buying/selling), and Cloud & QBO optimization. Technology is third-party SaaS centered on QuickBooks Online, with Dext for receipt capture, Jobber and SimPro for trades job management, and the CCHIFirm client portal for document exchange; no proprietary software or in-house AI capabilities are disclosed.

Revenue is generated primarily through fee-for-service professional engagements (tax, accounting, advisory) with a recurring component embedded in annual client agreements that bundle QBO Plus and Dext subscriptions (valued over $1,000/year). Go-to-market is sales-led, combining direct outreach, free 30-minute consultation meetings, partner-led advisory relationships, referral-based acquisition, and an inbound content engine (blog, video library, webinars, social channels). Vertical specialization in Trades, Medical Professionals, Auto Repair, and Northern Canadian businesses ("The Territories") is a defining commercial characteristic.

Name

KWB Accountants & Advisors

Legal name

KWB Chartered Professional Accountants

Website

https://kwbllp.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

KWB Accountants & Advisors is an Edmonton-based CPA firm serving entrepreneurs and SMBs ($1–10M revenue) in Western Canada with cloud-based accounting, tax compliance, and business advisory services under its ONSight Advisory program.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Other Management Consulting Services (541618)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Accounting services
• Tax planning
• Business advisory
• Cloud bookkeeping
• Wealth management

Headquarters

HQ city

Edmonton

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Traditional accounting services including bookkeeping support, financial statement preparation, and tax compliance for businesses and individuals.
2. ONSight Advisory Services: Business coaching and advisory services including monthly one-on-one meetings, strategic planning, profit improvement programs, and ongoing financial analysis. Delivered through structured programs with regular client engagement.
3. Cloud Accounting Services: QuickBooks Online subscription management, cloud migration, optimization, and workflow optimization. Annual client agreements include QBO Plus and Dext subscriptions as part of service package (valued over $1,000/year).
4. Tax Planning and Compliance: Business and personal tax return preparation, tax planning, and compliance services. Includes integrated planning to optimize personal and business taxes.
5. Wealth Management Referrals: Partnership with Angus Watt Advisory Group for investment advice, financial planning, insurance, and estate planning services. KWB provides integrated accounting and wealth planning coordination.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

KWB Accountants & Advisors is an Edmonton-based chartered professional accountancy firm that delivers accounting, tax, and integrated business advisory services to entrepreneurs and small to medium-size businesses. Its flagship ONSight Advisory program combines monthly coaching, cloud bookkeeping optimization (QuickBooks Online), strategic planning, and KPI tracking, supported by year-end tax compliance, wealth management in partnership with Angus Watt Advisory Group, and business life cycle advisory from structuring through buying or selling a business.

Product overview

KWB Accountants & Advisors is an Edmonton-based accounting firm operating as a professional services firm, not a software product company. Its core offering is ONSight Advisory — a structured business coaching and advisory program organized around three pillars: Simplify (cloud bookkeeping, migration, QBO optimization, workflow), Improve (integrated planning, Profit Accelerator monthly coaching), and Achieve (SWOT analysis, business road map, KPI tracking, goal coaching). This is supported by Year-End Reporting (business and personal tax returns, compliance, planning), Wealth Management in partnership with Angus Watt Advisory Group (covering working years, retirement, and wealth transfer), Business Life Cycle Support (structuring, operations, buying/selling), Cloud & QBO optimization services, and a Client Portal (built on CCHIFIRM). The firm also operates a Video Library for client education and refers to The Phoenix Advisory Group as a partner for broader business advisory needs.

Differentiator

Problem solved

Functional benefit

Products and services

• ONSight Advisory
• Year-End Reporting
• Wealth Management
• Business Life Cycle Support
• Cloud & QBO (QuickBooks Online Optimization)

Quantifiable outcome

• Federal tax credit identification resulting in nearly $100,000 reclamation for one client
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Angus Watt Advisory Group (AWAG)coreStrategic or Co-development PartnerStrategic partnership providing integrated wealth management services including investment advice, financial planning, insurance and benefits services, and estate planning. KWB works closely with AWAG to help clients meet comprehensive wealth management goals with decades of experience providing expert advice with personal touch.
• Field LawcoreStrategic or Co-development PartnerLegal services partnership providing comprehensive support for business clients. Field Law offers legal expertise complementing KWB's accounting and advisory services for complete business support including entity structuring, contracts, and business transactions.
• B1G1 (Buy1Give1)minorOthersKWB joined B1G1 in January 2019, a global business giving initiative with over 2,600 member businesses. KWB creates charitable impacts by matching services provided to clients with meaningful global projects, having created tens of thousands of impacts worldwide.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Bench Accounting: Cloud-based bookkeeping and accounting platform serving SMBs in North America. Competes with KWB on cloud bookkeeping and basic accounting services, but does not offer the same advisory depth.

Direct peers

• Crowe MacKay LLP: Western Canadian accounting and advisory firm with offices across Alberta and BC. Direct competitor serving SMB clients with tax, advisory, and business coaching services similar to KWB's ONSight offering.
• Grant Thornton Canada: Mid-tier accounting and advisory firm serving privately held businesses in Canada. Comparable to KWB in serving entrepreneur and family-owned SMB clients with integrated tax, advisory, and cloud services.
• Baker Tilly Canada: Canadian mid-tier accounting firm focused on privately held businesses and SMB advisory. Comparable regional firm offering tax, advisory, and cloud accounting services to similar entrepreneur segments.
• FBC (Family Business Centres): Canadian tax and accounting firm specializing in small businesses, farmers, and owner-managed businesses. Comparable focus on SMB tax compliance and bookkeeping with a recurring service model.
• MNP LLP: One of Canada's largest mid-market accounting and advisory firms with strong Western Canada presence and deep SMB practice. Closest direct competitor to KWB given overlapping SMB advisory, tax, and cloud accounting services in Alberta and beyond.

Broad incumbents

• KPMG Canada: Big 4 firm with significant SMB and mid-market practice in Canada. While primarily serving larger clients, KPMG's SMB-adjacent services compete for owner-managed businesses in the same advisory segments as KWB.
• BDO Canada: Large national accounting firm with established SMB and mid-market advisory practice across Canada. Overlaps with KWB on tax compliance, cloud accounting implementation, and business advisory for owner-managed businesses.

Regional players

• Wealthsimple: Canada's largest online wealth management platform. Adjacent to KWB's wealth management partnership line, offering investment and financial planning services to Canadian consumers and SMB owners.

Others

• The Phoenix Advisory Group: Canadian business advisory firm referenced by KWB as a partner. Comparable in offering broader business advisory services to SMBs alongside traditional accounting firms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/KWB_CA_Advisors
• YouTubeyoutube.com/channel/UCUX9Sn1FZMsc5jqQR8dRj0Q
• Facebookfacebook.com/KWBEdmonton
• LinkedInlinkedin.com/company/businessadvisory
• Instagraminstagram.com/KWB_Accountants_Advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 KWB Accountants & Advisors