# Treewalk

> Treewalk is a Vancouver-based Canadian accounting and advisory firm founded in 2016 (rebranded from ACM Management in 2022). A team of 75+ professionals including 40+ CPAs provides bookkeeping, financial reporting, controllership, fractional CFO, transaction advisory, public company compliance, and dedicated Indigenous and government services. Recognized as a Top Accounting Firm in BC by Clutch.co, Best Workplace in BC 2023 by Great Place to Work Canada, and an Intuit Pro Advisor Elite firm. Treewalk does not provide audit or assurance (attest) services.

## Firm

- [About Treewalk](https://treewalk.com/): Firm overview, values, and positioning as the accounting firm of the future — tech-enabled, holacratic, growth-oriented.
- [Our Services](https://treewalk.com/our-services/): Full service catalog across bookkeeping, controllership, CFO, advisory, tax support.
- [Team](https://treewalk.com/team/): 23+ team members with CPA designations and specialty areas.
- [Careers](https://treewalk.com/careers/): CPA training program, flexible work, parental leave top-ups, BC Best Workplace 2023.

## Core Services

- [Private Companies](https://treewalk.com/private-companies/): Bookkeeping, financial reporting, and fractional controller/CFO services for private businesses. Catch-up, ongoing, or project-based engagements.
- [Public Companies](https://treewalk.com/public-companies/): IFRS conversion, audit coordination, CFO and Principal Accounting Officer services for Canadian and US-listed public companies. Treewalk is one of the largest back-office advisory firms to junior public companies in Canada.
- [Transaction Advisory](https://treewalk.com/transaction-advisory-services/): Financial due diligence, Quality of Earnings (QoE) reports, financial modeling (LBO, merger, three-statement), data room preparation, and deal support for M&A transactions. Primarily SMB targets ($1M–$15M revenue range).
- [Indigenous Services](https://treewalk.com/indigenous/): Dedicated practice for First Nations bands, tribal councils, and Indigenous organizations. Fractional CAO/CFO, ISC reporting, Data Collection Instruments, FMB/FNFA compliance, grant writing (82% success rate), economic development planning, governance, land code work. Serves communities across British Columbia and Canada.
- [Government Advisory Services](https://treewalk.com/government/): Dedicated practice for municipalities, school districts, and provincial and federal government departments. Fractional CFO and Director of Finance, operating and capital budgets, reserve adequacy and investment compliance under the Municipal Government Act (Alberta) and Community Charter (BC), Public Sector Accounting Standards (PSAS) year-end and Statement of Financial Information (SOFI) reporting, Official Community Plans (OCPs), district plans and Local Education Agreements (LEAs), governance and policy, and grant writing. Active municipal mandates include the Town of Lake Cowichan (BC) and Town of High Level (AB).
- [AI Accounting](https://treewalk.com/ai-accounting/): Technology-forward accounting leveraging AI tools including Beanie AP automation, Karbon practice management, and machine-assisted workflows.

## Key People

- Alex McAulay, CPA, CA — Founder & CEO. Founded Treewalk in 2016. Former COO/CFO of Naked Brand Group (NASDAQ: NAKD). Articled at MNP LLP. UFV 50 Remarkable Alumni (2024).
- Heather Sim, CPA — President.
- Andrew Wilson — Chief of Staff.
- Kate-Lynn Genzel — Managing Director, Financial Reporting.
- Diane Janzen, BA, MA — Managing Director, Indigenous & Government Advisory Services. MA in Educational Leadership and Management (Royal Roads University). 82% grant-writing success rate.
- Chris Grundling — Managing Director, Financial Services.
- David Dick, CPA — Director, Indigenous & Government Advisory Services. Leads Western Canada Indigenous and municipal engagements (Town of Lake Cowichan, Town of High Level).
- Avnit Sekhon, CPA — Director, Transaction Advisory Services. 9+ years M&A experience.
- Rafael Peña — Director, Technical Accounting.
- Jay Banfill — AI Solutions Manager.

## Contact & Location

- Headquarters: 220 – 333 Terminal Avenue, Vancouver, British Columbia V6A 4C1, Canada
- Website: https://treewalk.com/
- LinkedIn: https://www.linkedin.com/company/treewalk/
- Indigenous & Government Services: diane.janzen@treewalk.com | 604-790-1496

## Credentials & Recognition

- Clutch.co — Top Accounting Firm in British Columbia (2024)
- Great Place to Work Canada — Best Workplaces in BC 2023
- Canada's Career Directory 2024
- Intuit Pro Advisor Elite
- 40+ CPAs + 15+ CPA students

## Optional

- [CPA Support Program](https://treewalk.com/cpa-support/): Structured path for students pursuing CPA designation inside Treewalk.
- [Sitemap](https://treewalk.com/sitemap_index.xml)