Built by an entrepreneur. Driven by strategy.
Two people. Four services. Every file handled directly.
Devon Murtagh, CFA, FRM
Devon Murtagh isn't your typical accountant. Before entering financial services, Devon spent years as an entrepreneur — building businesses, making payroll, navigating tax seasons, and learning first-hand what it means to be responsible for the financial health of a company.
That experience is what makes Murtagh & Co. different. Devon brings the CFA (Chartered Financial Analyst) and FRM (Financial Risk Manager) designations — two of the most rigorous credentials in the financial world — alongside the lived understanding of what business owners actually need from their financial advisor. Not just accurate books. Strategic guidance. Clear answers. And someone who genuinely understands the pressure of running a business.
Devon founded Murtagh & Co. with a simple belief: that small and growing businesses in the Okanagan deserve the same quality of financial thinking that larger companies take for granted — at a price they can actually afford.
T1 and T2 files, financial statements, and analysis work go through Devon personally. Not a junior reviewer. Not a template.
Carley Mandryk
Carley manages all bookkeeping engagements and is the person clients hear from when something needs clarification. She knows the accounts, not just the software.
Monthly reconciliations, categorization, payroll records — Carley handles them directly and flags anything that doesn't look right before it becomes a problem.
Built for businesses where the numbers matter to the owner
Murtagh & Co. was built around one rule: the person who opens your file is the person who talks to you. No handoffs, no intake queues. Rooted in Kelowna and sized to stay that way.
If you want to know who will be handling your books before you sign anything, send a note. Devon or Carley will reply.