At Hafez Accounting CPA, we provide practical financial consulting and advisory services to help businesses, nonprofits, and charities plan ahead, strengthen financial controls, and make informed decisions. Our licensed CPA firm in Coquitlam works closely with owners, Executive Directors, management teams, and boards to turn financial information into clear priorities and achievable next steps. Serving the Tri-Cities and Greater Vancouver, we offer reliable, personalized, and affordable support in English and Farsi.
Our advisory services are led by Ali Mahdiyar, CPA, CMA, whose background includes more than 18 years of progressive accounting and finance experience, with approximately 14 years in nonprofit and charitable organizations. Having served as :
Ali understands the practical demands of managing financial operations, supporting leadership, and reporting to boards and funders. His experience includes:
We bring that experience to each engagement, with recommendations suited to your organization’s resources and priorities.
Build a financial plan that connects your goals with the resources needed to achieve them.
What you gain:
A clearer view of expected income, costs, and the decisions that affect your financial position.
Understand when funds are expected to arrive and when commitments need to be paid.
What you gain:
Better visibility into upcoming cash requirements and more time to consider your options.
Strengthen the processes that protect your resources and support dependable financial information.
What you gain:
Clearer responsibilities, more consistent procedures, and stronger financial oversight.
Give decision-makers financial reports they can understand and use.
What you gain:
Reports that help leadership ask informed questions, monitor performance, and set priorities.
Understand how resources are used across your operations, programs, and projects.
What you gain:
A clearer picture of costs and a sounder basis for pricing, budgeting, and resource allocation decisions.
Make your financial processes easier to maintain as your operations develop.
Ali’s experience with QuickBooks Desktop and Online, Sage 50, Sage 300, and other financial systems informs practical recommendations based on your existing setup.
What you gain:
More consistent accounting processes and a team better equipped to maintain them.
Nonprofit financial management requires careful attention to funding conditions, program costs, and accountability to boards and funders. We help organizations establish financial processes and reporting that support their mission and reflect the requirements of their funding arrangements.
Ali’s experience includes project budgets, financial claims, and reporting for Employment and Social Development Canada (ESDC) contribution agreements, as well as program financial reporting to Fraser Health Authority and Vancouver Coastal Health. His background also includes federal and provincial grant applications and reporting, including BC Gaming Grants.
We can assist with:
What you gain:
Better visibility into funding use and financial records that support reporting and accountability.
Some organizations need experienced financial guidance on a regular basis without adding a full-time senior finance position. We provide ongoing or project-based support tailored to your management team’s needs.
This can include oversight of month-end reporting, budget monitoring, cash-flow planning, accounting procedures, and communication with management, boards, and external accountants. We can also support your existing finance team during periods of change or additional workload.
The responsibilities, reporting schedule, and level of involvement are defined in your engagement so our support fits your operations.
Contact us when:
You can engage us for a specific project or ongoing advisory support, depending on your needs.
We discuss the financial questions, challenges, or reporting needs you want to address.
We agree on the scope, deliverables, information required, timeline, and fees.
We review the relevant records and processes, explain our findings, and recommend practical next steps.
Where included in the engagement, we help introduce agreed improvements and monitor progress.
Whether you are planning growth, strengthening financial procedures, managing funded programs, or improving reporting to your board, Hafez Accounting CPA can help you make decisions with greater clarity and confidence.
Contact us to discuss your priorities and request a tailored advisory proposal.
