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CPA, CFP, QBO Pro-Advisor Elite

Your numbers
blooming
with Clarity.

A trusted Canadian CPA firm for growing businesses - rooted in New Westminster, BC. We manage your bookkeeping, payroll, and tax filings, serving as either your complete finance department or a strategic extension of your existing team.

15+
years on QuickBooks
5.0★
66 Google reviews
A+
BBB accredited
Est. 2019 № 001 · New West · BC
Bloom.
Chartered
Professional
Accountants
Josephreen Luk
CPA · CFP · Founder
A study in
Clean books
Josephreen Luk, CPA and CFP, founder of Bloom Accounting
100% Canadian CPA Firm
Accounting firm, New West
Certifications & partners
CPA - Chartered Professional Accountants, British Columbia CFP certified Intuit QuickBooks QuickBooks Certified ProAdvisor Online
Knowify HubDoc MindBody Plooto
What we do

Watch your business bloom. We'll handle the roots.

Every business is different. We work as your integrated accounting department, or as a lift for the one you already have , training, month end close, or full cycle service.

01

Bookkeeping & AP / AR

Accounts receivable and payable, reconciliations, online document management, receipt capture via app, secure client portal.

QBOHubDocPlooto
02

Payroll & Benefits

Full payroll cycle including source deductions, T4s, ROEs, EHT, and benefits admin , CRA compliant, accurate, on time.

T4ROEEHTWorkSafe
03

Tax Filings

GST / PST, corporate T2 returns, personal T1, self-employed T2125, compilation and NTR financial statements.

T1 · T2T2125GST/PST
04

Financial Planning

It's not always just about taxes. With CFP credentials on staff, we look at personal finances and long-term goals too.

CFPBudgeting
05

Setup & Software

New business setup, software conversions, streamlining processes, e-commerce syncs with Amazon, eBay, Shopify, Magento.

ShopifyAmazonMigrations
06

Diagnostic & Clean-up

Wondering if the books are done right , or done at all? We diagnose, clean up, and train your team on what changed.

Books reviewTraining
Industries served

We know your industry.

Retail & E-commerce
Storefronts, Shopify, Amazon, multi-POS
Restaurants & Hospitality
Daily sales, tips, food-cost tracking
Construction & Trades
Knowify job costing, projects, WIP
Fitness & Yoga
MindBody POS, memberships, classes
Software & SaaS
Deferred revenue, subscriptions
Professional Services
Consulting, insurance, contractors
Education
Colleges, campuses, program accounting
Local Manufacturing
Hood fans, inventory, production costing
Packages

Three ways to work with us.

Three straightforward monthly packages. Every engagement is customised , this is where most clients land.

Starter

Just the Books

For owner operators who need the essentials done right.

Starting at
$500 / month
  • ✓ Monthly Bookkeeping in QBO
  • ✓ Bank & Credit Card Reconciliation
  • ✓ GST / PST Filing
  • ✓ Receipt Capture
  • ✓ Dedicated CPA
Start here
Most popular
Recommended

Books Plus+

Books, payroll, and the reporting that helps you steer.

Starting at
$1,500 / month
  • ✓ Everything in Just the Books
  • ✓ Payroll Processing
  • ✓ T4 Filings
  • ✓ PD7A Remittances
  • ✓ Worksafe Filings
  • ✓ Accounts Receivables Management
  • ✓ Accounts Payable via Plooto
  • ✓ Monthly Financial Statements
Choose Books Plus+
Full department

The Works

Your outsourced finance department, end to end.

Starting at
$4,000 / month
  • ✓ Everything in Books Plus+
  • ✓ Cash Flow Forecasting
  • ✓ Budget vs. Actuals Variance
  • ✓ CFP-Led Financial Planning
  • ✓ Staffed AP, AR & Payroll
  • ✓ Track and Report Deferred Revenues
  • ✓ Annual Budgeting
Talk to us

Personal T1, T2125, and Corporate T2 returns available à la carte · Add a Corporate T2 tax return to any package

Corporate income tax
Personal income tax
Complimentary

45-minute QuickBooks diagnostic.

Wondering if the books are done right , or done at all? We'll look, tell you what's off, and give you a plan. No commitment.

Book my diagnostic →
01
Engage
Pick a time and share a bit about your business.
02
Info gather
Read-only access to your QBO file so we can look properly.
03
Meet & review
Walk through findings together, live, 45 minutes.
04
We deliver
Written summary + recommended next steps in your inbox.
Watch & learn

Tax tips for Canadian
small business owners.

Subscribe on YouTube →
Josephreen Luk, tax planning video
▶ Watch
Tax strategy
Might as well tax that too
 Josephreen Luk, bookkeeping mindset video
▶ Watch
Small business
Thinking that changes your books
All episodes
Canadian tax tips, bookkeeping basics, small business insights.
Visit the channel
Quick estimate

A rough number, in ten seconds.

Move the sliders for a directional estimate on your Canadian small-business tax. For an accurate number that reflects your deductions, book a discovery call.

This calculator is for illustration only. It uses a simplified blended rate and is not tax advice.

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Estimated tax
Taxable income: {{ taxableFmt }}
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Reviews

Words from businesses we've helped bloom.

These are pulled straight from our Google page. 5.0 stars across 60+ reviews and counting.

"I'm learning things about my books that I haven't known for the 6 previous years I've been in business. I'm more confident than ever that my books will be correct and up to date."

KB
Kathy Brandon
Queensborough Bookkeeping

"Jo moved swiftly to reorganize my general accounting, making time to provide new insights into the financial performance of my business. Her savvy use of technology has permanently improved efficiency."

SG
Stephen Graf
Business owner

"I'm learning things about my books that I haven't known for the 6 previous years I've been in business."

KB
Kathy Brandon
Queensborough Bookkeeping

"Jo moved swiftly to reorganize my general accounting, making time to provide new insights into the financial performance of my business."

SG
Stephen Graf
Business owner

"Jo handles our bookkeeping and tax filings for us and she's fantastic. I have three retail stores and I don't have to worry about the tedious task of keeping books. Her fees are also really reasonable, money well spent."

SW
Samson Wong
3× retail owner

"Jo has been fantastic. She has helped us optimize our personal tax return to get the most deductions and credits. Highly professional and attentive service. Five stars."

NV
Nicholas V.
Personal tax client

"Jo handles our bookkeeping and tax filings for us and she's fantastic. Three retail stores, no worries."

SW
Samson Wong
3× retail owner

"Jo has been fantastic. She has helped us optimize our personal tax return to get the most deductions and credits."

NV
Nicholas V.
Personal tax client

"I highly recommend Bloom Accounting. The service we received from Jo was exceptional. Professional, friendly, answered all my questions and made my tax return stress-free."

RM
Rafael M.
Individual filer

"Jo stepped in to help us out on short notice. Her experience allowed her to step into our accounting department easily and proactively run many different types of processes."

KW
Kate Watson
SPARC BC

"I highly recommend Bloom Accounting. Professional, friendly, answered all my questions."

RM
Rafael M.
Individual filer

"Jo stepped in to help us out on short notice. Her experience allowed her to step into our accounting department easily."

KW
Kate Watson
SPARC BC
Read all reviews on Google →
Josephreen Luk, founder of Bloom Accounting
Meet Josephreen

Twenty years of accounting.
Still counting.

Josephreen Luk (CPA, CFP) has been working with QuickBooks since 2002 . Long enough to remember the desktop-only days. She completed both her CPA and CFP designation in 2006. She founded Bloom Accounting in 2019 to bring precision to the businesses she loves working with: retail owners, contractors, studio owners, restaurateurs.

She's also a Certified Financial Planner and a volunteer facilitator for Little Warriors . Because the numbers are never the whole story.

CPA 2006
Designation
$10M
Client rev cap
100%
Paperless
Training & courses

Learn from someone who's
done 20 years of books.

Whether you need quick answers, want to master your own bookkeeping, or are ready to launch a bookkeeping business - we have a path for you.

On-Demand

On-Demand Training

$175 /hour

Personalized, hourly support for your specific bookkeeping or accounting challenges.

  • One-on-one expert guidance
  • Learn at your own pace
  • No long-term commitment
  • Book as needed
I'm Ready To Book →
Most popular

Master Your Own Bookkeeping

$999 Private Course (8 hrs)

A comprehensive 8-hour course to confidently manage your own business finances.

  • Track expenses & reconcile accounts
  • Prepare for tax season
  • Reduce dependency on outside help
  • Ideal for small business owners
Flexible Utilization Optimized Process
I'm Ready to Book →
Premium program

Launch a Bookkeeping Business

$4,999 Course Package

Everything you need to start and grow a successful bookkeeping company.

  • Set up services & manage clients
  • Marketing & scaling strategies
  • Industry best practices
  • For aspiring entrepreneurs
I'm Ready to Book →
Social responsibility

We Believe In Social Responsibility.
Every Little Bit Counts.

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Thank you for your business and rest assured your contribution to us goes further than you can imagine.

Let's talk

You focus on the vision. We'll keep the numbers on track.

The discovery call is complimentary. Bring your questions , we'll bring the coffee.

Pick a time for your call
30 min · Zoom · Free
Josephreen is available Tuesdays and Thursdays — select a date to see open slots.
Date
Time (Pacific)
All times are in Canada Pacific Time (Vancouver).
✓
Almost there!
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To finalize your booking, please complete the short verification form on our scheduling portal. This confirms your identity and collects the information Josephreen needs to prepare for your call.

Complete booking on portal →
You'll be asked to confirm your contact details & answer a few quick questions.
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