Nancy Jin & Assoc Corporation

What Nancy Jin & Assoc Corporation does

Nancy Jin & Associates Corporation (Chinese name: 金楠联合会计师事务所) is a privately held, full-service chartered professional accounting firm headquartered in Richmond, British Columbia, with a second office in Downtown Vancouver. The firm delivers bilingual (English and Mandarin) assurance, accounting, corporate tax, individual tax, and business consulting services to small and medium-sized businesses, individual taxpayers, not-for-profit organizations, and Chinese-Canadian entrepreneurs with cross-border interests between Canada and China. Core service lines comprise Assurance Services (private-company and not-for-profit financial statement reviews under ASPE/ASNPO, agreed-upon procedures under CSRS 4400, and compilation engagements under CSRS 4200), Accounting Services (bookkeeping, incorporation consulting, business valuation, and due diligence), Business Taxation (T2 preparation, SR&ED credits, GST/HST consulting, CRA audit representation), and Individual Taxation (T1 filing, T1135/T1134 foreign property and affiliate reporting, non-resident tax). The firm is led by President Nancy Jin, CPA, CGA, whose prior experience includes Ernst & Young, and operates with a small team of approximately five professionals including Senior Managers Steve Shiau, Mindy Zhao, and Wendy Sun and Senior Accountant Jacky Ji. Technology infrastructure is conventional, built on Caseware for assurance and compilation work and Microsoft Excel for analysis and tax preparation, with no proprietary platform. The firm prices services on an hourly basis ranging from approximately C$120 for bookkeeping to C$380 for tax consulting and generates revenue through direct client engagement supported by a digital marketing mix spanning a bilingual website, WeChat Official Account (Nancy CPA), LinkedIn, and educational content. The firm is privately owned by its founder, with no disclosed institutional capital, subsidiaries, or parent company.

Name

Nancy Jin & Assoc Corporation

Legal name

Nancy Jin & Associates Corporation

Website

https://nancyjincga.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Nancy Jin & Associates Corporation is a privately held, bilingual (English/Mandarin) chartered professional accounting firm in Metro Vancouver delivering assurance, tax, bookkeeping, and business consulting services to Chinese-Canadian SMBs, individuals, and not-for-profits.

Ownership category

akta.pro rank

Headquarters

HQ city

Richmond

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Assurance and Compilation Services: Financial statement reviews and compilation engagement reports for private companies (ASPE) and not-for-profit organizations (ASNPO), Agreed-Upon Procedures Reports (CSRS 4400), and Compilation Engagement Reports (CSRS 4200).
2. Accounting and Bookkeeping Services: Day-to-day bookkeeping, financial record maintenance, accounts payable/receivable management, monthly financial reporting, general ledger entries, and corporate accounting services for businesses.
3. Corporate Taxation Services: Corporate tax planning, T2 corporate income tax return preparation, SR&ED tax credits and government grants assistance, GST/HST consulting and CRA audit representation.
4. Individual Taxation Services: Personal tax consulting, T1 individual tax return filing, CRA tax review/audit assistance and representation.
5. Business Consulting Services: Incorporation consulting, company registration, business valuation, due diligence engagements, merger and acquisition advisory, and management consulting services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Nancy Jin & Associates Corporation is a chartered professional accounting firm delivering bilingual (English/Chinese) assurance, accounting, corporate taxation, and personal taxation services to small and medium businesses and individual taxpayers in Metro Vancouver. Core offerings include audit/compilation engagements under ASPE, ASNPO, CSRS 4400, and CSRS 4200, corporate and personal tax planning and filing, SR&ED tax credit assistance, bookkeeping, business valuation, and due diligence, with a specialization in cross-border Canada-China financial matters.

Product overview

Nancy Jin & Associates Corporation is a full-service chartered professional accounting firm offering a comprehensive suite of professional services. The firm operates four core service lines: Assurance Services (providing audit, review, and compilation engagements), Accounting Services (bookkeeping, business valuation, and due-diligence), Business Taxation Services (corporate tax planning, SR&ED credits, GST/HST consulting), and Individual Taxation Services (personal tax returns and CRA audit representation). The firm specializes in serving clients with cross-border financial needs between Canada and China, with CPAs experienced in both Canadian and Chinese accounting systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance Services Audit and assurance services for private companies under ASPE standards, not-for-profit organizations under ASNPO standards, agreed-upon procedures reports under CSRS 4400, and compilation engagement reports under CSRS 4200, targeting incorporated businesses and registered charities in British Columbia.
• Accounting Services Comprehensive accounting services for businesses including incorporation consulting and accounts setup, day-to-day bookkeeping, business valuation, due diligence engagements, and merger and acquisition advisory, targeting small and medium businesses in British Columbia.
• Business Taxation Services Corporate tax planning, T2 corporate income tax return preparation, SR&ED tax credits and government grants assistance, GST/HST consulting, and CRA audit representation for incorporated businesses in British Columbia.
• Individual Taxation Services Personal tax consulting, T1 individual income tax return filing, and CRA tax review/audit representation services for Canadian individual taxpayers, including foreign asset reporting (T1135), foreign affiliate reporting (T1134), non-resident departure tax, and non-resident property sales tax clearance.

Quantifiable outcome

• Assistance with SR&ED tax credits and government grants for eligible businesses
• +1 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• BDO Canada: Major Canadian accounting and advisory firm with a substantial Vancouver/Richmond presence serving private and public companies. Comparable as a BC-based full-service alternative for growing SMB clients who may outgrow a small practice.
• Deloitte Canada: Big Four firm with a National Chinese Services Group and strong Vancouver practice advising Chinese-Canadian businesses on tax, audit, and cross-border matters. Direct overlap on cross-border mandates and bilingual service.
• KPMG Canada: Big Four firm operating in Canada with dedicated Chinese Services practice serving Chinese-Canadian enterprises and high-net-worth clients. Overlaps directly with Nancy Jin & Associates' cross-border and bilingual niche at the upper end of the segment.
• PwC Canada: Big Four firm with Greater Vancouver presence and Asian Business practice serving Chinese-Canadian family businesses and entrepreneurs. Comparable on cross-border tax advisory and the SMB-upward client segment.
• EY (Ernst & Young) Canada: Big Four firm and the prior employer of founder Nancy Jin. Operates in Vancouver with cross-border and Asia-Pacific services; represents both a talent pipeline and the most direct competitive benchmark for the founder's E&Y-pedigree positioning.
• MNP LLP: Large Canadian professional services firm with significant BC operations providing accounting, tax, and advisory to mid-market and SMB clients. Comparable as a broader mid-market alternative competing for the same entrepreneur segment.

Direct peers

• Crowe MacKay LLP: Vancouver-headquartered mid-tier CPA firm providing audit, tax, and advisory to BC businesses and individuals. Comparable in scale, geography, and full-service model targeting similar Greater Vancouver clients.
• Davidson & Company LLP: Vancouver-based chartered accountants serving private companies with audit, tax, and business advisory. Comparable as a mid-sized BC CPA practice with overlapping SMB and owner-managed-business client mix.
• Manning Elliott LLP: Vancouver-based chartered accountants providing accounting, tax, and advisory to private enterprises. Directly comparable as another BC mid-tier CPA firm serving overlapping SMB clients in Metro Vancouver.
• Smythe LLP: Vancouver-based full-service chartered professional accounting firm of comparable size serving BC SMBs across assurance, tax, and advisory. Directly comparable as a Vancouver mid-tier CPA practice competing for similar local clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/sharer.php
• LinkedInlinkedin.com/company/nancy-jin-&-assoc-corporation

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Nancy Jin & Assoc Corporation