HBM Chartered Professional Accountants

What HBM Chartered Professional Accountants does

HBM Chartered Professional Accountants is a privately held, full-service chartered accounting firm headquartered at 100 River Ave, Cochrane, Alberta, Canada, serving corporate and personal clients across Cochrane and the surrounding Calgary region. Founded in 1992 as Gryzko Harper Bouw and rebranded to HBM in 2022 after 31 years of continuous operation, the firm is structured as a four-partner practice (Wes Bouw, Brigitte Matshes, Ryan McKim, Landon Resta) supported by 18 staff members, with no external institutional ownership.

The firm delivers a unified suite of traditional accounting and advisory services: financial statement preparation (review and compilation engagements), corporate and personal income tax planning and compliance, monthly/quarterly/annual bookkeeping with payroll and GST/HST filing, business advisory (business plans, sale/purchase advice, cash flow projections), and estate services for executors and trusts. Its primary digital platform is the iFirm Client Portal, which provides secure document exchange and DocuSign-enabled electronic signatures for tax returns. The firm also offers personalized training and support for QuickBooks (Intuit) and Simply Accounting (SAGE) as a client value-add.

HBM generates revenue through project-based fees and hourly billing for professional services rendered to a diversified client base spanning owner-managed SMBs, individual/personal clients, agricultural businesses, and not-for-profit organizations. Client acquisition is community-led, relying on word-of-mouth referrals and local community involvement rather than traditional advertising. Pricing is quote-based and not publicly disclosed.

Name

HBM Chartered Professional Accountants

Legal name

HBM Chartered Professional Accountants

Website

https://hbmcpa.ca

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

HBM Chartered Professional Accountants is a privately held, four-partner chartered accounting firm in Cochrane, Alberta, providing tax, bookkeeping, financial statement, and business advisory services to SMBs, individuals, agricultural businesses, and not-for-profits in the Calgary region.

Ownership category

akta.pro rank

Headquarters

HQ city

Cochrane

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Billable professional services including financial statement preparation, tax preparation and planning, bookkeeping, payroll processing, and business advisory services. Revenue is generated through project-based fees and hourly billing for professional services rendered to corporate and personal clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

HBM Chartered Professional Accountants is a full-service chartered accountancy firm providing financial statement preparation (review and compilation engagements), corporate and personal income tax planning and compliance, monthly/quarterly/annual bookkeeping, payroll processing, GST/HST compliance, and business advisory services (business plan preparation, sale/purchase advice, cash flow projections). The firm also delivers estate and succession planning services, including assistance to executors, final income tax returns, testamentary trust returns, and clearance certificates, alongside personalized QuickBooks and Simply Accounting (SAGE) training for client bookkeeping.

Product overview

HBM Chartered Professional Accountants is a full-service accounting firm offering a unified suite of traditional accounting and advisory services. The core offering centers on financial statement preparation (including review and compilation engagements), corporate and personal income tax services, bookkeeping with GST/HST compliance, and business advisory services. The firm also provides specialized estate and succession planning services. The iFirm Client Portal serves as the primary digital platform for client engagement, enabling secure document exchange and electronic signatures via DocuSign.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Statement Preparation Preparation of financial statements for business clients, including assurance engagements, review engagements, and compilation engagements.
• Corporate Tax Services Corporate tax planning, preparation, and compliance services for businesses, including corporate tax filings and integrated corporate-personal tax planning for owner-managed businesses.
• Personal Income Tax Services Personal income tax preparation, filing, and planning services for individuals, including education, retirement, and estate planning.
• Estate Services Estate-related services including assistance to executors, final income tax returns, testamentary trust income tax returns, and clearance certificates.
• Bookkeeping & GST Services Monthly, quarterly, and annual bookkeeping, payroll processing (ROE, T4), GST/HST return preparation and filing, and personalized training and support for QuickBooks and Simply Accounting (SAGE).
• Business Advisory Services Business advisory services including business plan preparation and assistance, advice for sale or purchase of a business, and cash flow projections.
• iFirm Client Portal Secure online client portal enabling clients to access completed tax returns, electronically sign documents via DocuSign, and securely upload tax information to the firm.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Scale indicators4 records

Recent moves5 records

Expansion highlights1 record

Emerging players

• Bench (by Xero): Software-driven bookkeeping and accounting platform serving SMBs with automated monthly bookkeeping. Competes for the small-business bookkeeping clients that HBM serves, representing the technology-enabled disruption threat to traditional CPA firm models.
• Pilot.com: Tech-enabled accounting, bookkeeping, and tax service for SMBs and startups. Represents the emerging AI/software-enabled model that competes for the same bookkeeping and basic tax preparation work that forms part of HBM's service mix.

Broad incumbents

• KPMG Canada: Big 4 firm with a substantial Calgary office serving larger enterprise and SMB clients. While serving larger clients than HBM, KPMG competes for the same owner-managed business and agricultural advisory work in the Calgary region.
• EY Canada: Big 4 firm with Calgary office offering tax, assurance, and advisory services. Overlaps with HBM in serving owner-managed businesses and agricultural clients in Alberta, though at a different scale.
• PwC Canada: Big 4 firm with Calgary office serving enterprise and SMB clients including family-owned businesses. Competes for larger owner-managed business engagements in the Alberta market where HBM also operates.
• Deloitte Canada: Big 4 firm with significant Calgary presence serving regional clients across tax and advisory. Larger and broader than HBM but competes for high-end SMB and family-business advisory engagements in the same geography.

Direct peers

• BDO Canada: Major Canadian mid-tier accounting firm with full-service offerings across tax, assurance, and advisory. Operates offices throughout Alberta and competes for the same SMB, agricultural, and individual tax clients as HBM.
• Grant Thornton Canada: Mid-tier accounting firm with offices across Alberta including Calgary. Provides tax, audit, and advisory services to owner-managed businesses and individuals - directly overlapping with HBM's service offering.
• Baker Tilly Canada: Canadian mid-tier accounting firm with Calgary presence serving SMBs across tax, assurance, and advisory. Similar client profile to HBM in the Alberta regional market.
• MNP LLP: Canada's largest mid-tier accounting firm with deep Alberta roots and a strong Calgary presence. Serves owner-managed businesses, agriculture, and non-profits - the same core segments as HBM - making it the most directly comparable Canadian peer in terms of client mix and geographic overlap.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hbm-chartered-professional-accountants

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 HBM Chartered Professional Accountants