Not Your Traditional Accounting Firm
We’re Custom Accounting & CFO Advisory team of financial experts who combine technical excellence with strategic insight to help Saskatchewan businesses thrive. Since 2008, we’ve been transforming how small and medium companies approach accounting, tax, and financial leadership.
Our Story
From Vision to Reality
In 2008, Tricia Brown saw a gap in the market. Small and medium-sized businesses needed more than basic bookkeeping and tax compliance; they needed strategic financial guidance. But hiring a full-time CFO was out of reach for most growing companies.
So Tricia founded Custom Accounting with a simple but powerful vision: bring enterprise-level financial expertise to the businesses that need it most.
What started as a one-person operation has evolved into a full-service accounting and CFO advisory firm serving clients ranging from startups to companies with over $ 900 million in revenue. But our mission hasn’t changed, we’re still committed to delivering personalized, high-quality service that drives real business growth.
Our Evolution
2009 - 2015
Our Core Values
Integrity
- We commit to ethical practices and transparency, building trust with our clients, employees, and partners. Our recommendations are always in your best interest, even when it means less revenue for us.
- In Practice: We'll tell you when you don't need our services. We'll challenge questionable CRA interpretations on your behalf. We'll never recommend aggressive tax strategies that put you at risk.
Accountability
- We take responsibility for our actions and deliver on our promises with reliability and professionalism. When we say we'll have something done, it gets done.
- In Practice: Clear deadlines and deliverables. Proactive communication about progress. Ownership of mistakes and quick correction. No surprises.
Innovation
- We embrace forward-thinking solutions and technologies to provide effective, customized services. The accounting industry is often stuck in the past we're not.
- In Practice: Cloud-based systems for real-time collaboration. ERP automation that saves hours of manual work. Advanced analytics and dashboards. AI-powered tools where appropriate.
Excellence
- We strive for high-quality outcomes and continuous improvement in everything we do. Good enough isn't good enough.
- In Practice: Detailed review processes. Continuous professional development. Industry certifications and designations. Learning from every engagement to serve you better.
Collaboration
- We prioritize teamwork and long-term partnerships to drive mutual growth and success. We're not vendors we're partners in your success.
- In Practice: Open communication and accessibility. Cross-functional team approach to complex problems. Quarterly strategy sessions. Proactive advice, not just reactive service.
Care
- We value the well-being of our employees, clients, and communities, contributing positively to all we serve.
- In Practice: Work-life balance for our team (so they're fresh for you). Community involvement. Treating your business like it's our own. Celebrating your wins.
Our Track Record
Client Success Metrics
Client Growth
- 28% average revenue growth for clients (2021-2025)
Client Satisfaction
- A+ BBB Rating
- 5-star Google Reviews
- Low client turnover (most clients stay 5+ years)
- • High referral rate
Financial Impact
- 40%+ sales increase through contribution margin analysis)
- $40,000 GST recovery on overlooked legal fees
- Hundreds of thousands in tax savings through strategic planning
Efficiency Gains
- Month-end close: 14 days → 4 days (mining client)
- Production posting: 16 hours → 30 minutes (manufacturing client)
- Budgeting efficiency: 40% improvement (manufacturing client)
Team Member
Meet Our Leadership Team
Tricia Brown
Founder & Senior Partner
Tricia is the Founder and Senior Partner of Custom Accounting & CFO Advisory and a recognized expert in Canadian corporate tax strategy. She brings a deeply analytical, client-specific approach to taxation, going beyond routine compliance to deliver practical, defensible, and value-driven tax solutions.
John Xue
CPA, MBA - Managing Partner
joined the Custom Accounting leadership team in October 2024, bringing 15 years of expertise in accounting, finance, and ERP implementation. His career includes key roles at some of Saskatchewan’s most prominent companies, and he plays a crucial role in driving innovation and excellence within the firm.
Danielle Margerison
CPA, CA - Partner
Danielle is a Partner specializing in CFO advisory and management accounting, bringing
20+ years of experience helping growth-minded businesses turn financial data into clear,
confident decisions. She combines strategic thinking with hands-on practicality building
reporting, KPIs, and planning tools that leaders actually use, and translating the numbers
into what matters most: what they mean, what to do next, and how to execute.
Our Community Commitment
Giving Back to Saskatchewan
We’re not just doing business in Saskatchewan—we’re investing in our community:
Education & Mentorship
- Supporting accounting students at University of Regina
- Mentoring young professionals entering the field
- Guest lecturing on practical accounting topics
Local Business Support
- Pro bono services for select non-profits
- Business advice for startups and entrepreneurs
- Participating in small business workshops
Industry Associations
- Active members of CPA Saskatchewan
- Participation in industry-specific trade associations
- Contributing to best practice development
Regina Community
- Supporting local charities and causes
- Volunteering time and expertise
- Shopping local and supporting fellow Saskatchewan businesses
Custom Answers
Frequently Asked Questions
No. While we serve clients up to $900M+ revenue, we work with businesses of all sizes. Our sweet spot is $500K-$50M revenue, but we've helped startups and larger enterprises alike.
Very involved. Unlike larger firms where partners are distant, our partners are hands-on with client relationships. You'll have direct access to Tricia, John, or Danielle.
No problem. We serve clients across Saskatchewan and Canada through virtual collaboration tools. We can meet in person if you're nearby, or connect via video conference.
We're competitively priced for the value we deliver. Because of our efficiency and technology use, we often deliver more value at similar or lower prices than traditional firms.
We specialize in agriculture, mining, oil & gas, construction, manufacturing, technology, retail, restaurants, and professional services. If your industry isn't listed, could you contact us? we likely have relevant experience.
From startups to $900M+ revenue. Our core focus is small to medium businesses ($500K-$50M) who need more than basic accounting but can't justify a full-time CFO.
Absolutely. That's our specialty, the full spectrum from bookkeeping to CFO-level strategy.
For most services, 1-2 weeks. For complex engagements (ERP implementation, etc.), we'll create a project timeline.
Our Clients Say
Join the Custom Accounting Family
We don’t just want clients, we want partners. We want to be part of your team, celebrating your wins and helping you navigate challenges.
If you’re looking for accountants who care as much about your success as you do, who bring strategic thinking alongside technical expertise, and who will be with you for the long haul, let’s talk.
Your business deserves more than a commodity accounting firm.
