Chartered Professional Accountant
More than just compliance.
Tax, accounting and exit planning for owner-managed businesses across Greater Vancouver. You work directly with David Moon, CPA, on every engagement.
What that means
Three things that happen before the filing.
01
Decisions before your year-end closes
Salary versus dividend, bonusing, the timing of a purchase. Once your year-end passes the tax bill is fixed, so these get decided while the year is still open.
02
A number you can act on
What the business would likely sell for today, and what is holding that figure down.
03
Books that hold up in diligence
Prepared by a CPA who has worked sell-side M&A and seen what a buyer's accountants go looking for.
Exit and succession
Most owners get one shot at selling the business.
76%
of Canadian business owners plan to exit within the next decade
9%
have a formal succession plan in place
43%
turn to their accountant for succession planning help
Source: Canadian Federation of Independent Business, 2023
What we do
Accounting, tax and CFO work.
- Corporate tax (T2)
- Personal tax (T1)
- Bookkeeping and cloud accounting
- Payroll
- GST and PST compliance
- Compilation engagements (Notice to Reader)
- Review engagements
- Fractional CFO
- Exit and succession planning
- Professional corporations
Fractional CFO
Finance leadership without the full-time hire.
Between a bookkeeper and a full-time CFO there is a gap, and most owner-managed businesses sit in it for years. The books get done, the returns get filed, and nobody is telling you what the numbers mean for the decision in front of you.
DSJM takes that seat on a monthly or quarterly basis. A close you can rely on, a forecast that gets updated, and margins broken out by what drives them.
Writing
CanadianCPA.
Tax and finance for Canadian business owners, written by David.
The 11% rate is real. Whether it helps you is a different question.
Salary or dividends: how incorporated owners should decideThe four factors that actually decide it, and why the tax gap matters less than you think.
RRSP or TFSA when you own the company2026 room: $33,810 against $7,000, and the dividend catch nobody mentions.
Free download
The BC year-end tax checklist.
The planning moves to make before your year-end, the documents your accountant needs, and the deadlines that catch people.
No email required.
Who you work with
David Moon, CPA
Licensed Chartered Professional Accountant in British Columbia. Trained at a Big 4 firm, and has worked in assurance, internal controls, FP&A, controllership and sell-side M&A advisory.
He has also been the one hiring outside accountants and reviewing their work, which is a different vantage point from only preparing the return.
He prepares your file, signs it, and answers the phone.
- Designation Licensed CPA, British Columbia
- Background Big 4 · Assurance · FP&A · Controllership · Sell-side M&A
- Your file A dedicated CPA, start to finish
Common questions
Before you get in touch.
Do I have to be planning an exit to work with you?
No. Most clients come for the ordinary work: corporate and personal tax, bookkeeping, payroll, GST. Exit planning is what we lead with because it is where an accountant makes the most difference, and because most owners leave it too late. Plenty of clients never raise it at all.
Do I work directly with a CPA?
Yes. You work directly with David Moon, CPA. He does the work and is who you call.
Where is DSJM located?
Vancouver, BC, serving owner-managed businesses and incorporated professionals across Greater Vancouver, including Burnaby, Richmond, Surrey, the North Shore and the Tri-Cities, and remotely across Canada.
Next step
Book a call.
Fifteen or twenty minutes, no charge. You describe the situation, David tells you whether he can help and what it would cost.
info@dsjmaccounting.com