Quality HelpFor Your Business
Helping Okanagan Businesses Look Beyond The Numbers
Small Business Accounting
We specialize in helping local Okanagan businesses reach their goals through sound accounting practices. Whether your industry is in agriculture, viticulture, real estate, trades, entertainment, professional, or other industry we can help you get your accounting straight.
Accounting For Realtors
If you are a realtor operating in the Okanagan we can help you get your books in order, and keep them there. With so much action taking place in Okanagan real estate you need an accounting firm who understands your needs.
Real Estate Brokerages
Real Estate Brokerages have a unique set of accounting acquirements that the professionals at Long-Haggerty CPA understand very well. Give us a call today to discuss how we can help your brokerage with our accounting services.
As a Not-for-profit organization you have different reporting requirements than most businesses. With the requirements always changing you need a firm that specializes in the non-profit sector and the unique set of accounting standards for not-for-profit organizations (ASNPO).
Your Small Business Experts with AAA Service!
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Serving Penticton and Surrounding Communities
“Only accountants can save the world…through peace, goodwill and reconciliations”
Okanagan Business Accounting Done Right!
When it comes to your accounting, bookkeeping, and taxes having a reliable and professional accountant on your side can mean the difference between the profits your business needs, and losing a fortune in penalties, and missed opportunities.
At Long-Haggerty Robertson LLP we specialize in all local industries including agriculture, viticulture, real estate, trades, entertainment, professionals, non-profits, and local small to medium sized businesses.
We pride ourselves on delivering a personalized service so you feel comfortable knowing that you are well looked after. We know that when it comes to accounting that timeline communication, great work, and personalized results are the cornerstone of you financial world, and we strive to meet you there on every level.
If you’re looking for a reliable local accounting firm to help you manage your businesses accounting, consulting and tax preparation give us a call at 250-770-0184, and let’s talk about how we can help you get to where you need to be in your business.
CPA, CA, BBA, LQ
At Long-Haggerty Robertson, your business is our business. We are a firm of designated Chartered Professional Accountants, each with more than 14 years experience in accounting and bookkeeping services.
We offer a variety of accounting, income tax, and business consulting services with a focus on small businesses. We are sure you will find a service that suits your needs – If you don’t see what you are looking for send us a message and let’s chat!
Feel free to roam the website for more details in the services that are available and if you have any comments or questions, please feel free to contact us. We look forward to working with you
CPA, BBA, QBO ProAdvisor
In recognition of the firms dedication to the community and clients, Long-Haggerty Robertson LLP has been nominated for several awards including:
Small Business BC Awards:
Premier Peoples Choice (2014 & 2020)
Best Community Impact (2015)
Best Emerging Entrepreneur – top 10 finalist (2014)
Best Concept (2014)
South Okanagan Chamber of Commerce Business Excellence Award:
Best Small Business (2014 & 2015)
Vernon Women in Business:
Woman of the Year (2008)
Penticton & Wine Country Chamber of Commerce Business Excellence:
New Business Award (2021)
Praise From Our Clients
Nothing makes us happier than hearing how happy we make you!
If you would like to comment on your experience with us, please submit your comment using the contact us page.
Jane has been my accountant for about seven years. She has always been reliable, professional, trustworthy, and very nice to work with. I can email her, or call her day, night, weekends, she appears to always be hard at work. Jane goes above and beyond any expectations, and we have been very happy to have her as our accountant, and consider her a friend.
Jane is like a breath of fresh air . She is very professional, organized and dedicated to her work . Her calming presence makes her a joy to be around and a pleasure to work with.
Running your own business is hard work and there’s so much to do. I am so happy to have found Jane Long-Haggerty in Penticton who specializes in small business. She walked me through preparing and filing my year end taxes. I highly recommend her. And she walks the talk of supporting a small business and others in the community. Thank you!
CURRENT DRIVES & DONATIONS
We are accepting NEW toys, pajamas and slippers for ALL ages until December 15. We will then be matching the donations up to $1000! All items will go to local families through a variety of programs for maximum reach.
We are also challenging other professional service firms to match with us!
Join the list of matching organizations! We will provide posters, social media posts and even some radio plugs to say thank you!
A HUGE thank you to the following professional service businesses for matching with us!
Jennifer Johnston, CPA
Ferebee Wealth Management
Donations can be dropped off at 280 Main Street, Penticton – Monday through Friday 9am – 2pm. If you need a time outside these hours just email us at email@example.com and we will be happy to set a time.
Current organizations that have and will be supported through this drive include SOWINS, OSNS, Penticton Secondary HUGG program, Toys for Tots to Teens, Queens Park Elementary Toy & Food Drive.
If you have a an organization that could use some of these donations or even a family that is in need of support please reach out to us at firstname.lastname@example.org or call 250-770-0184
We are so happy that Penticton’s Move Radio and Penticton’s Bounce Radio are proud supporters of this drive.
2020 Community Donations – $5,200
When we opened in late October 2020, we committed to donating a minimum of 5% of profits back into the community. However start-ups don’t general see any profits and this is 2020, so we decided to make it 10% instead if 5% and made the base off of gross revenues instead of net profit for 2020!
2021 DONATIONS YTD
We helped raise $740 PLUS over 1000 lbs of non-perishable food & toiletries for the Foodbank without our first annual T1 Personal Tax Season Food Drive. The food drive offered to prepare T1s at a discounted rate of $59 when a donation for the foodbank was provided. We then matched the donations $1 per 1lb of food or $1 donated up to a maximum of $500.
“We have also donated $125 to SOWINS Walk To End Abuse” and $2000 in kind to OSNS
280 Main Street, Penticton, BC, V2A 5B2
Hours of Operation
Monday - Friday
Open Door: 9am - 2pm
By Appointment: 2pm - 5pm
By Appointment: 9am - 2pm
Closed Sundays and All STAT Holidays