r anderson & associates

What r anderson & associates does

R. Anderson & Associates Inc. is a privately held, full-service Canadian accounting firm headquartered in Port Alberni, British Columbia, with operating roots on Vancouver Island dating to 1939. The firm operates from three physical offices — Port Alberni (headquarters, 3483 3rd Avenue), Qualicum Beach (Oceanside office, 691 Beach Road), and Ucluelet (West Coast office, 1566 Peninsula Road) — and serves individuals and families, owner-managed small and medium businesses, not-for-profits and charities, and incorporated businesses across Central Vancouver Island and surrounding coastal BC communities.

Its service portfolio is delivered through a professional-services model rather than a software platform, anchored by standard accounting infrastructure including QuickBooks Online for client bookkeeping and the CCH IFIRM secure client portal for document exchange. Core offerings comprise Audit & Assurance (focused on not-for-profits, charities, and small/medium businesses), Tax (Canadian and U.S. personal returns, corporate returns, estate/trust returns, charitable NFP information returns, GST/HST filings, CRA support and reviews, and tax planning), Bookkeeping (monthly/quarterly/annual bookkeeping, reconciliations, AR/AP, payroll and T4/T4A/T5 slips), Corporate Engagements, Estates & Trust, and Governance Services (board health checks, bylaw modernization, CRA charity compliance, board education). Adjacent capabilities are delivered through a sub-brand Certified Financial Planning practice operated by Tracey Anderson in partnership with TD Financial Planning, and through a curated Professional Partners Network of legal, insurance, IT/cybersecurity, and HR advisors for coordinated referrals.

The firm's revenue model is professional services fees, priced through custom engagement-based proposals with multi-year client relationships, no publicly disclosed pricing, and no subscription, platform, or productized offering. The go-to-market motion is consultative and relationship-led, anchored by multi-generational client families, community involvement and sponsorships, client referrals, organic social (Facebook and Instagram), and a website with contact forms and email newsletter subscription. The firm employs approximately 25-30 team members across partners, managers, accountants, bookkeepers, payroll specialists, and operations staff; it is privately owned by Managing Partner Robert Anderson, with no parent company, institutional investment, external funding, patents, trademarks, awards, or disclosed AI/ML capabilities.

Name

r anderson & associates

Legal name

R. Anderson & Associates Inc.

Website

https://andersonassociates.pro

Company type

Private

Founded year

1939

Operating status

Operating

Short description

R. Anderson & Associates Inc. is a privately held, full-service Canadian accounting firm serving individuals, SMBs, not-for-profits, and corporates on Vancouver Island, BC. Founded in 1939, it delivers tax, audit, bookkeeping, and governance advisory through a relationship-driven model from three offices.

Ownership category

akta.pro rank

Product category

Professional Accounting and Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

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

akta.pro primary industry

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

akta.pro secondary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Professional accounting services
• Tax compliance and planning
• Audit and assurance
• Bookkeeping and payroll services
• Estate and trust services

Headquarters

HQ city

Port Alberni

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Revenue generated through providing integrated accounting, tax, audit, assurance, bookkeeping, governance advisory, and related professional services to individuals, businesses, and not-for-profit organizations. Fees are based on engagement scope, typically quoted and structured around the specific services requested.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

R. Anderson & Associates Inc. is a full-service professional accounting firm providing integrated accounting, tax, audit and assurance, bookkeeping, and related advisory services. Its portfolio serves individuals, businesses, and not-for-profit organizations through recurring bookkeeping and payroll, personal and corporate tax compliance, estate and trust work, governance support, and assurance engagements across Central Vancouver Island and coastal British Columbia.

Product overview

R. Anderson & Associates Inc. is a full-service accounting firm offering a unified suite of professional services rather than a modular software platform. The core service portfolio includes Audit & Assurance, Tax Services, Bookkeeping, Corporate Engagements, Estates & Trust, and Governance Services for not-for-profits. These services are delivered as an integrated offering under one roof, enabling seamless coordination between bookkeeping, year-end, tax preparation, and advisory work. The firm also maintains a Financial Planning sub-brand through Tracey Anderson (CFP) operating in partnership with TD Financial Planning, and connects clients to a Professional Partners Network of legal, insurance, and IT professionals. Client service is supported by a secure CCH IFIRM Client Portal for document exchange, and the firm utilizes QuickBooks Online for client bookkeeping work.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance Independent audit and assurance services for not-for-profit, charitable, and public-sector organizations, review engagements for small and medium-sized businesses, and special-purpose reports for funders, regulators, and lenders.
• Bookkeeping Day-to-day bookkeeping support including monthly, quarterly, and annual bookkeeping, bank reconciliations, accounts receivable/payable, GST/PST/WCB filings, and payroll processing with T4/T4A/T5 slips for owner-managed businesses and incorporated professionals.
• Corporate Engagements Corporate financial services for incorporated businesses and professionals, including financial statements, payroll, bookkeeping, and business consultation.
• Estates & Trust Estate and trust administration work, including testamentary and inter vivos arrangements, terminal and estate returns, trust returns, and coordination with legal and financial advisors.
• Governance Services Governance support for not-for-profits, including board health checks, bylaw modernization, CRA charity compliance, governance policies and risk frameworks, board education, and strategic planning facilitation.
• Tax Services Comprehensive tax services including Canadian and U.S. personal income tax returns, corporate tax returns, estate and trust tax returns, charitable not-for-profit information returns, GST/HST filings, CRA support and reviews, and tax planning.
• Financial Planning (Tracey Anderson) Certified Financial Planner services providing fully integrated financial plans that balance current lifestyle with future goals, offered by Tracey Anderson and delivered through TD Financial Planning.

Named customers6 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• MNP LLP: One of Canada's largest mid-tier accounting and business advisory firms, with deep Western Canadian presence including Vancouver Island. Competes directly for the same SMB, owner-managed, and NFP clients that R. Anderson serves, but at a much larger scale with broader service lines.
• BDO Canada: National mid-tier accounting firm offering audit, tax, and advisory services to SMBs, NFPs, and public sector clients across Canada, including offices on Vancouver Island. Overlaps significantly with R. Anderson's service mix but at greater scale and with international network resources.
• Grant Thornton Canada: Mid-tier accounting firm providing audit, tax, and advisory services to private and NFP clients across Canada. Comparable service portfolio to R. Anderson, with national reach and NFP practice that competes for the same charity and society clients in BC.
• Baker Tilly Canada Cooperative: Canadian cooperative of independent accounting firms providing audit, tax, and advisory services to owner-managed businesses and NFPs. Member firms in BC compete for the same SMB and NFP client base as R. Anderson, with a similar decentralized delivery model.
• KPMG Canada: Big 4 firm with full-service audit, tax, and advisory capabilities across Canada including Vancouver Island. Represents an incumbent competitor for larger audits and corporate engagements that R. Anderson does not typically target, but which could draw away growth-stage clients.

Direct peers

• Smythe LLP: BC-based mid-sized CPA firm offering audit, tax, and advisory to private companies, NFPs, and high-net-worth individuals. Closely comparable in service mix and client profile to R. Anderson, with a deeper specialty in real estate and cross-border tax.
• Davidson & Company LLP: Vancouver-based CPA firm focused on audit, accounting, and tax for private companies, NFPs, and owner-managed businesses. Mirrors R. Anderson's core SMB and NFP service offering with comparable client mix.
• DMCL Chartered Professional Accountants: BC-based CPA firm serving private companies, NFPs, and individuals across the Lower Mainland and Vancouver Island. Provides audit, tax, and advisory services with a comparable owner-managed business focus to R. Anderson.

Emerging players

• Cloud Accounting / Bookkeeping Automation (e.g., Botkeeper, Bench): Tech-enabled bookkeeping and accounting platforms targeting SMBs with automated workflows. Indirect competitor to R. Anderson's bookkeeping and basic compliance services, demonstrating the digital-native delivery model that threatens traditional bookkeeping revenue.

Regional players

• Walsh Reconciliation & Bookkeeping: Other small bookkeeping and reconciliation service providers on Vancouver Island and BC generally; compete for entry-level bookkeeping work that R. Anderson's staff supports.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/r.andersonassociates
• Instagraminstagram.com/randerson_associates
• LinkedInlinkedin.com/company/r.-anderson-and-associates-inc.

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles24 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 r anderson & associates