Pivot Advantage Accounting and Advisory

Creating Opportunities for a Better Business

Raymond Leung · CPA, CMA, PMP, Founder · Vancouver, British Columbia, Canada

CPACMAPMPCAFree consultation

4+

Team

4

Services

Greater Vancouver and across Canada

Service area

About Pivot Advantage Accounting and Advisory

Pivot Advantage Accounting and Advisory Inc. is a Vancouver-based firm founded by Raymond Leung, CPA, CMA, PMP, who spent several years in the controller department of one of Canada's largest oil companies before establishing the practice. The firm delivers comprehensive accounting and tax services to individuals and small to medium-sized businesses, with particular expertise in Canadian tax planning and compliance. Core services include cloud payroll services, fractional and outsourced CFO services, accounting and bookkeeping support, tax compliance and preparation, tax optimization strategies, and business consulting. The team comprises Katrina Law (CPA with Big 4 audit experience and IPO/public filing expertise), Dora F.C. Lau (CPA, CA with audit and tax backgrounds), and Patrick Poon (CPA with 4 years Big 4 experience in multinational corporations). The firm emphasizes cloud-based solutions for real-time financial data, reduced manual entry errors, and platform connectivity. Services are tailored to client size and growth stage, from startups to mature enterprises. Pivot Advantage maintains an affordable cost structure while ensuring high-quality deliverables, offering free consultations and positioning itself as a trusted advisor that looks beyond the numbers to find solutions benefiting each client.

Services

Industries Served

Team & Leadership

RL

Raymond Leung

CPA, CMA, PMP, Founder · CPA, CMA, PMP

KL

Katrina Law

CPA · CPA

DF

Dora F.C. Lau

CPA, CA · CPA, CA

PP

Patrick Poon

CPA · CPA

Get in Touch

Visit Website(778) 807-7497Email

Contact Pivot Advantage Accounting and Advisory

At a Glance

Credentials: CPA, CMA, PMP, CA

Languages: English

Serves: Greater Vancouver and across Canada

Location

Vancouver, British Columbia

Canada

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