Carlson Roberts Seely LLP

Accountant · 5508 Jubilee Avenue, Drayton Valley, Alberta

  • Xero Migration

    Specialist

    Xero Migration
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2019

    Experience

    Partner since 2019
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

With roots going back to 1964, Carlson Roberts Seely LLP is a growing public accounting firm that employs over 15 staff in our Drayton Valley office and two in our Evansburg office. We are a general-practice firm that has developed a strong presence within Drayton Valley, and other communities throughout Alberta. We also operate a satellite office in Evansburg, Alberta. Our partners and professionals are tax & accounting experts that provide a wide range of audit, tax and financial advisory services to the public and private sectors.

Affiliations

  • CPA Canada

Meet the team

Carlson Roberts Seely LLP advisors: 25 - Xero certifications: 18

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

Ashley Fehr

Cloud Solutions Manager

Profile image for Ashley Fehr
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.
  • Trade & construction
    Has training and expertise in advising on apps for trade and construction businesses.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.

Ashley is a Certified Accounting Technician and Office Administrator. She has 10+ years of bookkeeping experience and is trained in Simply Accounting, Sage 300/ACCPAC, QuickBooks, QBO & Xero.

Barry Carlson

Partner

Profile image for Barry Carlson
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Barry Carlson has a Bachelor of Commerce degree from the University of Alberta. He earned his Chartered Accountant (CA) designation with Collins Barrow in 2001.

Ken Roberts

Partner

Profile image for Ken Roberts
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

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.

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


  • CIBC SmartBanking™ for Business

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


  • Trade & construction

    Specialist

    Trade & construction
  • Professional services

    Specialist

    Professional services

Industries Served


  • Administration and support services
  • Agriculture
  • Construction and trades
  • E-commerce
  • Finance and insurance
  • Healthcare and social services
  • Marketing, advertising and consulting
  • Mining
  • Professional services
  • Repairs and personal services
  • Transportation and storage

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, Drayton Valley, T7A 1S3, Alberta

+780 5424468

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.

  • 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.