Accounting, Tax & Advisory Services

Supporting small and medium sized businesses and their owners, in South Surrey, White Rock and across BC.

Crestline CPA is a full service CPA firm offering fractional-CFO / Controller services to local and national businesses, as well as tax filling, tax planning and estate planning services to business owners and shareholders.

Areas of Practice

Private Enterprise

Whether you own a business or can proudly say “I am my own boss,” our private enterprise services are designed for you.

We help entrepreneurs, sole-proprietors, business owners, and their teams make stronger, smarter decisions for their businesses. Our services are customizable, uniquely tailored to your needs without the billings and overhead of regional firms.

Services include: cloud accounting, bookkeeping, financial reporting, compilation, taxation and compliance, and advisory.


Individuals

Our Individual services go beyond filing your taxes. Whether you’re an employee, self-employed, gig worker, investor or all of the above , we can not only prepare and file your taxes, but help you optimize your finances as you navigate each stage of your life and career.

Services include: taxation, owner-manager compensation, planning and advisory


Not For Profit

When you exist to do good in the world, you want to make sure that every dollar of your money is accounted for and used to further the mission of your organization.

Accurate financial information is critical for the sustainability of your organization while discharging your governance and reporting duties to your stakeholders, donors, and those you serve.

Services include: cloud accounting, bookkeeping, financial reporting, compilation, taxation and compliance, and advisory.

Financial leadership is no longer about keeping score and counting your assets, it’s about giving you the edge to make better, faster decision about your business

Keyvan Rafiei, MA, CPA, PMP (Principal)

Get in Touch

Use the calendar below to set up a complimentary consultations session so we can learn more about you, your business and your goals and how Crestline can support your success. Alternatively, use the Contact Us form and we will be in touch shortly. You can also call us directly at (778) 557 - 5571.


About Crestline CPA

Keyvan (Kay-Von) Rafiei

Owner & Principal

Crestline CPA was founded by Keyvan (“Kay-Von”) Rafiei, CPA, MA, PMP.

Keyvan started his career as a residential home builder in Vancouver.

After graduating from university, Keyvan was recruited by KPMG which kicked off his career in accounting and advisory. After spending nearly 8 years in public practice (KPMG & PwC) and another 15 years in leadership roles with several Fortune 500 companies, Keyvan decided to start a boutique CPA firm to return to his roots and to serve his local community.

Now more than ever, our communities and our country needs a robust small business ecosystem. Small and mid-size businesses are the beating heart of our community and I’d love nothing more than serve your success.

Keyvan is raising his two children in South Surrey, BC with his wife Emma.