Course Description

Course Description:

Running a construction business is complex enough—your financial systems shouldn’t be. This builder‑focused session breaks down the accounting and tax fundamentals every small to mid‑size firm needs to stay compliant, profitable, and prepared for growth. Learn how to structure your books, manage cash flow, navigate tax obligations, and avoid the costly mistakes that hold builders back.

Whether you’re scaling up, tightening operations, or simply want more clarity and control over your numbers, this session gives you practical tools to strengthen your business and make smarter financial decisions all year long

Learning outcomes:

  • Understand why strong bookkeeping is essential to business decision-making and compliance
  • Apply practical steps to record, organize, and monitor business transactions and cash flow
  • Interpret key financial reports to assess profitability, liquidity, and financial health
  • Understand basic tax planning tools, including holding companies, trusts, and the Lifetime Capital Gains Exemption
  • Recognize key succession planning options, including estate freezes and intergenerational business transfers
  • Identify key considerations in a business sale, including asset versus share sales



Instructor(s)

CPA, Partner, Crower MacKay

Kaiden McIntyre

Kaiden is a trusted tax advisor at Crowe MacKay’s Vancouver office, where he has supported a wide range of individual and corporate clients since 2016. His practice spans corporate and personal tax planning, compliance, corporate reorganizations, estate and succession planning, and navigating CRA audits. Known for his collaborative, solutions‑focused approach, he helps clients simplify complex tax matters and identify opportunities for long‑term financial efficiency. Kaiden’s expertise is grounded in strong professional training, including his CPA designation, a Bachelor of Commerce from the University of Calgary, and completion of CPA Canada’s In‑Depth Tax Program, along with membership in the Chartered Accountants of British Columbia.

PA, CGA, ACCA, Partner, Crowe MacKay

Cathy Zhang

Cathy brings 20 years of experience in strategic financial planning, budgeting, forecasting, and operational efficiency to her advisory work with private and public companies as well as not‑for‑profit organizations. She also provides fractional CFO services, drawing on her deep understanding of private company operations to support clients through all stages of business growth—from start‑up to expansion, maturity, and eventual exit. Known for her practical, relationship‑driven approach, Cathy listens closely to client needs and delivers clear, actionable guidance that enhances performance and drives long‑term success. Her background includes strong leadership and communication skills, supported by a Bachelor’s and Master’s degree in Economics, a Diploma in Accounting from UBC, and CPA (CGA) and ACCA designations, along with membership in the Chartered Professional Accountants of British Columbia.

Founder & Project Manager

Rohit Bali

Rohit’s passion for construction started when he saw the first single-family home being built in his neighbourhood and curiously observed at how it all came together. That curiosity led Rohit to learn more about the construction process and become a Licensed Residential Home Builder through BC Housing a few years later. A Sauder School of Business graduate, Rohit brings tremendous value and experience; as a project manager, he has successfully completed many large scale renovation and construction projects. Rohit’s commitment to adhering to the highest quality standards, providing outstanding client service, and doing things the right way allows him to oversee each aspect of construction, ensuring it meets the highest standard. When Rohit is not busy helping clients or managing projects, he enjoys traveling, trying out new restaurants and spending quality time with family and friends.