Geh CPAs - Fractional CFO and Accounting Services

What Geh CPAs - Fractional CFO and Accounting Services does

Geh CPAs is a Canadian Chartered Professional Accounting firm based in Kelowna, British Columbia, founded in 2020 and led by partners Peter Geh and Elena Geh. The firm serves small and mid-sized businesses in the Okanagan region, offering a multi-line advisory stack that includes fractional CFO services, corporate and personal tax preparation, bookkeeping, payroll, financial reporting, business plan preparation, and accounting-system/ERP setup. Its primary publicly named client is Hybrid Elevator.

The practice runs on a lean partner-led model with 1–10 total employees, billable rates of approximately $150–$185 per hour, and a stated pricing position 40–60% below larger regional and national firms. Its core technology layer is the Xero cloud accounting platform, supplemented by an ecosystem of more than 12 third-party applications that support the various service lines. The firm operates from two physical locations — the original Kelowna office and a second office opened in West Kelowna — and has invested in a blog and educational content channel as an inbound marketing vehicle. No AI/ML capabilities, funding events, or M&A activity are disclosed.

Name

Geh CPAs - Fractional CFO and Accounting Services

Legal name

Geh Chartered Professional Accountants

Website

https://gehcpa.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Geh CPAs is a Canadian Chartered Professional Accounting firm based in Kelowna, BC, founded in 2020 by partners Peter Geh and Elena Geh, providing fractional CFO, tax, bookkeeping, payroll, and ERP setup services to small and mid-sized businesses in the Okanagan region.

Ownership category

akta.pro rank

Product category

Accounting & Fractional CFO Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Fractional CFO services
• Corporate tax preparation
• Small business accounting
• Bookkeeping services
• Cloud accounting setup

Headquarters

HQ city

Kelowna

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. Fractional CFO Services: Ongoing part-time CFO services billed at hourly rates ($150-$185/hour). 5-15 hours/month on low end, 40+ hours/month for larger/more complex businesses. Initial months typically require more time.
2. Corporate Tax Services (T2): Corporate tax preparation and planning services including dividend returns (T5), payroll returns (T4), and sales tax (GST/HST) returns.
3. Bookkeeping Services: Hybrid or full-service bookkeeping to complement client efforts or provide complete hands-off option.
4. Year End Financial Statements: Compilation financial statements prepared under CSRS 4200 standards for non-assurance purposes.
5. Personal and Sole Proprietorship Taxes: Personal tax return preparation including schedule T2125 for sole proprietors.
6. Business Advisory Services: One-off advisory services on various business matters available year-round for existing clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Geh CPAs provides ongoing fractional Chief Financial Officer (CFO) services on a part-time basis for small and medium-sized businesses, typically ranging from 5-15 hours/month up to 40+ hours/month depending on business complexity. Complementing this core engagement, the firm delivers corporate and personal tax preparation, bookkeeping, year-end compilation financial statements, business advisory, and cloud accounting system (Xero) setup and migration services for clients primarily in the Okanagan region of British Columbia.

Product overview

Geh CPAs offers a portfolio of accounting, tax, and fractional CFO services primarily serving small to medium-sized businesses in the Okanagan region of British Columbia. The core offering consists of Fractional CFO Services (providing part-time, integrated CFO support) paired with traditional Tax Services (corporate T2 preparation, sole proprietorship taxes, rental property taxes) and Accounting Services (year-end financial statements, bookkeeping, audit support). A key differentiator is their New Accounting System (ERP) Setup service, which implements cloud-based accounting ecosystems including Xero and various integrated apps (Stripe, Plooto, Hubdoc, Expensify, and others). They also provide ongoing Business Advisory Services for year-round client support. The company is led by partners Peter Geh and Elena Geh, both CPAs with combined 40 years of experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services Ongoing part-time Chief Financial Officer services providing integrated financial leadership for small and medium-sized businesses, including financial oversight, business planning and strategy, financial analysis, financial projections, and performance tracking.
• Corporate Tax Services (T2) Corporate tax preparation (T2), proactive tax planning, and tax compliance services for incorporated Canadian businesses, including dividend returns (T5), payroll returns (T4), and sales tax (GST/HST) returns.
• Sole Proprietorship and Personal Tax Services Personal tax return preparation along with Schedule T2125 for self-employed individuals and unincorporated businesses, ensuring correct reporting while maximizing tax deductions.
• Rental Property Tax Services Tax preparation services for short-term and long-term rental properties, including calculation on personal tax return Schedule T776 with focus on maximizing deductions.
• Year End Financial Statements Compilation financial statements (CSRS 4200 compliant) prepared using client accounting records, suitable for banks, leases, and other non-assurance purposes.
• Bookkeeping Services Hybrid bookkeeping service that complements client efforts, with options for full-service or collaborative approaches to maintain bookkeeping requirements.
• Financial Audit and Year End Support External accountant perspective support for audit and review engagements, including experience with IFRS, ASPE, complex financial statements, and audit/control testing.
• New Accounting System (ERP) Setup Setup and migration to cloud bookkeeping software (Xero) with integration of financial apps for bookkeeping, payroll, accounts payable, electronic payments, and recurring revenue management.
• Business Advisory Services One-off advisory services on various business matters including dividend vs. salary analysis, accounts receivable acceleration, deferred revenue accounting, expense deductibility, strategy, equipment financing, inventory management, grants, contractor vs. employee classification, and budgeting.

Quantifiable outcome

• Rates 40-60% below larger accounting firms

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature2 records

Partnerships

One partnership is on record.

• XerocoreTechnology or IntegrationPrimary cloud accounting software partner. Geh CPAs helps clients implement Xero for bookkeeping, payroll, and financial management. Integrates with numerous other apps for comprehensive accounting solutions.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 1-800Accountant: 1-800Accountant provides virtual accounting, tax, and bookkeeping services to SMBs. It competes for the same small business client looking for affordable ongoing accounting support without a Big 4 price tag.
• Bench: Bench is a Canadian-founded online bookkeeping service for SMBs that pairs software with dedicated bookkeepers. It overlaps directly with Geh CPAs' hybrid bookkeeping and ongoing accounting support, scaled to a national SaaS delivery model.
• Pilot: Pilot provides bookkeeping, tax, and fractional CFO services primarily to startups and SMBs via a tech-enabled, cloud-native model. It is the closest direct US-based analog to Geh CPAs' integrated accounting + CFO offering.
• Kruze Consulting: Kruze Consulting is a well-known fractional CFO and accounting firm focused on venture-backed startups. Its core service of outsourced part-time CFOs closely mirrors Geh CPAs' flagship offering, though Kruze skews toward US tech startups rather than Canadian SMBs.

Broad incumbents

• BDO Canada: BDO Canada is one of the largest mid-market accounting and advisory firms in Canada, offering tax, audit, and CFO advisory services. It represents the larger-firm alternative that Geh CPAs explicitly undercuts on price.
• MNP LLP: MNP is a major Canadian accounting and business advisory firm with strong presence in British Columbia. It offers fractional CFO and advisory services to SMBs alongside traditional audit and tax, competing in the same regional market from a much larger scale.

Emerging players

• Paro: Paro is a marketplace connecting businesses with fractional accounting and finance talent, including fractional CFOs. It represents an emerging tech-enabled alternative to traditional firms like Geh CPAs for SMBs seeking outsourced finance expertise.
• Toptal: Toptal operates a marketplace for top freelance finance talent, including fractional CFOs. While its model is a marketplace rather than a firm, it increasingly competes for the same client seeking senior finance talent on a part-time basis.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/GehCPA
• LinkedInlinkedin.com/company/GehCPA

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 Geh CPAs - Fractional CFO and Accounting Services