CustomersChen & Associates
๐Ÿ“Š

Chen & Associates

Accountingยท52 employeesยทVancouver, BC
Contact:Linda Chen(Managing Partner)
linda@chenassociates.ca

Tailow Score

68/1004 open recs

Added

Jan 10, 2025

Run Assessment โ†’

MSP Notes

Long-term client since 2023. Linda is the decision maker โ€” very open to AI. MFA rollout in progress, targeting all 52 users by May 15. Dext Prepare demo completed Apr 22, Linda wants to pilot with 3 staff first. Following up on Slack cancellation once Teams is confirmed as sole messaging tool.

Company Overview

Enriched
IndustryAccounting
Employees52
HeadquartersVancouver, BC
Revenue Range$5Mโ€“$10M
Founded2008

Detected Tech Stack

Identified from public sources during enrichment

Microsoft 365Microsoft TeamsQuickBooks OnlineTaxCycleCasewareDocuSignSlack

About

Mid-sized CPA firm serving tech startups and professional services clients across Metro Vancouver. Known for SR&ED tax credits and business valuations.

Assessment History

DateRun byStatus
Apr 1, 2025mspcompleteView report โ†’