Meet Dave:

A Journey Rooted in Expertise

Dave Rogers embarked on a journey of financial excellence that commenced with a Bachelor of Management, Majoring in Accounting, from the University of Lethbridge in 2008. Armed with this robust educational foundation, Dave ventured into the world of finance and accounting, equipped with expertise and a true passion for numbers.

A Trailblazing Entrepreneur

Dave’s entrepreneurial spirit led him to establish his own accounting business in 2010, located in Alberta. This venture laid the foundation for his unwavering commitment to helping businesses navigate their financial landscapes. Dave’s business acumen, coupled with his educational background, became a powerful combination, empowering countless entrepreneurs to achieve their financial goals.

A Career Defined by Mastery

Dave’s career has been distinguished by a series of remarkable accomplishments:

  • Controller at a Leading Property Management Company: Dave Rogers honed his skills as a controller at a prominent property management company in Alberta. This role demanded precision and an in-depth understanding of all areas of financial management.
  • Conveyancer in Alberta’s Real Estate Sector: Dave ventured into the dynamic realm of real estate in Alberta as a conveyancer. In this role, attention to detail was paramount, ensuring that each transaction proceeded seamlessly.
  • Senior Accounting Technician: Dave then transitioned to an accounting firm, where he assumed the role of a senior accounting technician. This position required an extensive knowledge of financial systems and practices, further enriching Dave’s skill set.

A Journey to the Okanagan

In 2018, Dave Rogers embarked on a new chapter by relocating to the picturesque Okanagan Valley. Initially, he established his office space in West Kelowna, providing top-notch financial services to local businesses. However, the onset of the COVID-19 pandemic in 2020 prompted a shift to remote work.

Homecoming to Peachland

In 2023, Dave open up a brand new office space in his hometown of Peachland. This move symbolizes not only his commitment to the community but also the stability and growth of Strategic Business Management Inc.

A Unique Path to Expertise

Dave’s journey in the financial world took a unique turn. Instead of pursuing a traditional accounting designation, he chose to follow his entrepreneurial spirit. After graduating from university, Dave started his own business and built a successful accounting practice. When he considered completing his designation with established firms, he faced a dilemma – he would need to shut down his thriving business.

Despite not having a formal designation, Dave possesses the education, knowledge, and skills equivalent to a designated accountant, with the exception of performing audits. He excels in providing essential financial services such as CRA reviews and corporate tax returns and financial statements tailored to your business’s unique needs.

Cost Savings for Your Business

One of the standout benefits of partnering with Dave is the significant cost savings to your business. By choosing an experienced professional who is not bound by the costs associated with a traditional designation, you can save anywhere from 25% to 35% on your overall financial services.

Dave’s commitment to delivering high-quality financial solutions without the overhead expenses often associated with designated accountants translates to direct cost savings for you. These savings can be reinvested into your business, helping you achieve your financial goals faster and more efficiently.

Your Partner in Financial Success

Dave Rogers offers a comprehensive range of accounting services tailored to the needs of small to medium-sized businesses. With over a decade of experience and a strong educational foundation, Dave is dedicated to helping clients navigate the complexities of finance and achieve their business goals.

Experience the difference that expertise, dedication, and a passion for success can make. Partner with Strategic Business Management Inc. and let Dave Rogers be your trusted guide on the path to financial prosperity.

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