To build an innovative firm that combines big firm expertise with closer relationships, creating meaningful impact for our clients and staff.
Mission
Our mission is to help our clients navigate complexity with confidence. Rooted in experience, trust, and knowledge, we make big firm accounting, tax and advisory services more accessible. We are committed to building a workplace where ambitious people can thrive, grow, and build a lifelong career.
We bring deep technical expertise and high standards to everything we do while remaining approachable, collaborative, and humble. We believe the best results come from combining strong capability with openness and teamwork.
We value ambition, initiative, and a strong work ethic. We take ownership of our work, embrace feedback, and use it to continuously learn and improve. We recognize and reward those who are committed to growth and delivering meaningful results for our clients and team.
We foster an environment where people feel valued, heard, and supported. We encourage open and honest communication and ensure everyone has the opportunity to share ideas, perspectives, and feedback in a professional and respectful way.
As a growing firm, we lean on and learn from one another, working as a team to support each other’s strengths and fill gaps. We are committed to continuous learning, adaptability, and staying ahead of change in our industry, including evolving technology and client needs. Through collaboration and openness to feedback, we are intentionally building a culture that grows stronger over time.
We believe people do their best work when they are supported, trusted, and empowered to grow. We are committed to creating an environment where our team and clients can succeed together.
I have relied on Sy Accounting for nearly a decade for my personal and corporate needs. Over that time frame, Oscar and his team have been able to advise me on countless tax situations that have resulted in me saving tens of thousands – not to mention there is no better cross-border tax specialty team. If you have Canadian and foreign tax reporting, you need to have a team that can make sure each return is congruent and is utilizing all possible credits. I have also referred more than a dozen clients to Sy Accounting. All were very well taken care of and blown away by the overall expertise they deliver. When you hire Sy Accounting, you are getting someone you speak to any day of the week for advice, not just when it comes to tax time once a year. Do yourself a favour and hire the BEST so you can focus on being your best!
– Adam Bighill
NUMIS Consulting was founded by Jack Cartmel (CPA, CA) to offer small and emerging businesses the kind of support that generally is only accessible to corporations with C-suite financial management. NUMIS joined forces with compliance and cross-border specialists Andrea Sy (CPA, CA) and Oscar Sy from Sy Accounting to form NUMIS Chartered Professional Accountants. We are happy to provide the extraordinary effort and commitment that it takes to start, grow and mature your business.
Member of Russell Bedford International - a global network of independent professional services firms.
It is with great pleasure that Banka & Company announces it will merge with NUMIS CPAs Inc. They share a strong passion for helping taxpayers and specialize in small and growing businesses, personal taxes and advanced tax planning. They also have the ability to provide US personal and corporate tax compliance and planning. Banka & Company will officially merge with NUMIS CPAs Inc. on August 1, 2024.
NUMIS CPAs is an accounting firm with offices in Vancouver, Vancouver Island, West Kelowna, Airdrie Alberta, and now Kelowna. Jack Cartmel, CPA, CA is the managing partner of the firm.
The significant advantage to this merger is the capacity for expanded services for existing clients, as well as the ability to take on new clients. Additionally, new value-added services such as cross border tax services, fractional CFO services and other advanced tax planning services are immediately available.
As most of you are aware, I am nearing retirement and this merger provides me with comfort that my clients will be well taken care of once I decide to stop working. Since COVID and downsizing of my practice, I have found it concerning that I could not provide a full range of services as I have in the past and that I had to turn away clients because I was at capacity.
As I was operating as a lone star, I am now happy to have the support of the team of the West Kelowna office as well as the other NUMIS offices in British Columbia and Alberta. The team will provide accounting, bookkeeping as well as personal and corporate tax services. I will continue to provide services at a more senior level by way of review and other accounting services as required by the group.
The NUMIS team will continue to provide the same services you’ve come to enjoy and appreciate but also have the ability to provide so much more. Current engagements will not see any changes to their fee structures (except for the standard inflationary increase and NUMIS standard 10% admin fee) and the NUMIS team will do their best to provide similar transition pricing.
You will now have 2 drop off points. One at 1370 Springfield Kelowna (around the back) (250-763-4528) and the other at 217-3011 Louie Drive West Kelowna (250-768-0644). The electronic upload through ecourier remains available. For any general inquiries, please call or email admin@numiscpa.com.
Thank you for your support over the years and I look forward to joining the NUMIS team, continuing to help you to Plan, Manage and Succeed. For more information, please take a look at the NUMIS CPAs Inc., website at www.numiscpa.com.
Best regards,
Gabriele Banka, DAcc., BApplBA., P.Mgr., C.Mgr., CPA, CGA