Carlson Roberts Seely LLP

Accountant · 5508 Jubilee Avenue, Hours of Operation Monday to Friday 8:30am - 4:30pm, Drayton Valley, Alberta

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About us

"If you don't have a full-time accountant like a large corporation does, you now have the ability to have the same reporting that they have. That's a game-changer for doing business, and our clients have embraced that." Let us help you do business better.

Affiliations

CPA Canada

Meet the team

Carlson Roberts Seely LLP advisors: 25 - Xero certifications: 10

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Barry Carlson

Partner

Professional services

Has training and expertise in advising on apps for professional services firms.
Xero Migration

Has training and expertise in switching clients to Xero.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
1 year Xerocon attendance

I've got more than 20 years experience in accounting. I'm a CPA who loves helping our staff liberate entrepreneurs - saving them time and money - so they can enjoy success on every level.

Ken Roberts

Partner

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.

Ken earned his Bachelor of Commerce degree from the University of Alberta in 1995, and received his Chartered Accountant (CA) designation in 1999 after articling at Collins Barrow.

Courtney Sather

Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

A CPA, CA since 2015, Courtney is a hard working, dedicated manager. She strives to find efficiencies wherever possible to make the lives of her staff and clients easier.

Holly Matthias

Accountant Technician

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Worked within an accounting firm since 1982. Holly is very eager to assist clients with overcoming problems or questions they might occur and likes to help clients achieve their goals.

Mackenzie Fontana

Staff Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

A student currently working towards their CPA. He's interested in how new software can be applied and integrated to remove headaches for business'.

Rey Walwal

Accounting Technician

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Started working at Carlson Roberts Seely LLP since September 2013. Has been working as a bookkeeper, personal tax and corporate tax preparer and has assisted clients in those areas.

Theresa Druar

Bookkeeper

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Theresa is a bookkeeper dedicated to helping her clients stay current with the financial tracking of their business. She has been with Carlson Roberts Seely LLP since 2014.

Carlson Roberts Seely LLP: Bank experience

Clients of Carlson Roberts Seely LLP connect to a range of banks via Xero. Carlson Roberts Seely LLP specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ATB Financial Business Banking (Canada)
American Express Cards (Canada)
BMO - Online Banking (CA)
CIBC (CA)
CIBC SmartBanking™ for Business
RBC Royal Bank (Canada)
Scotiabank (Canada)
Scotiabank Business Credit Cards (Canada)
Servus Credit Union (Canada)
Servus Credit Union Business Banking
Servus Credit Union MasterCard (CA)
TD Bank EasyWeb

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Carlson Roberts Seely LLP: Industry experience

Carlson Roberts Seely LLP works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Administration and support services
Agriculture
Construction and trades
Finance and insurance
Healthcare and social services
Marketing, advertising and consulting
Mining
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage
Arts and recreation
Wholesale

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consulting","description":"","tagImage":"","parentTag":{"title":""}},{"name":"mining","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/mining","tagID":"xero:advisor-directory/cards/industry-experiences/mining","title":"Mining","description":"","tagImage":"","parentTag":{"title":""}},{"name":"not-for-profit","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/not-for-profit","tagID":"xero:advisor-directory/cards/industry-experiences/not-for-profit","title":"Not-for-profit","description":"","tagImage":"","parentTag":{"title":""}},{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/professional-services","tagID":"xero:advisor-directory/cards/industry-experiences/professional-services","title":"Professional 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Carlson Roberts Seely LLP : App experience

Carlson Roberts Seely LLP serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Carlson Roberts Seely LLP has offices in 2 locations

Drayton Valley: 5508 Jubilee Avenue, Hours of Operation Monday to Friday 8:30am - 4:30pm, Drayton Valley, T7A 1S3, Alberta; +1 780-542-4468

Evansburg: 4902 50 Avenue, Hours of Operation Tuesday to Thursday 9:00am - 4:30pm, Evansburg, T0E 0T0, Alberta; +1 780-727-4469

New to Xero? Carlson Roberts Seely LLP can help

Xero is beautiful online accounting software for smaller businesses. Carlson Roberts Seely LLP can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2019

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.