Kelowna Bookkeeping Services
Bookkeeping services for Kelowna businesses & nonprofit organizations
Run your Okanagan-based business with a clear view of your finances. Let our team of bookkeeping experts deliver monthly books with unmatched accuracy using powerful software that simplifies the process.Explore Our Services
A Kelowna bookkeeping partner you can rely on
Having accurate and reliable financial information is key to the success of a business. Business owners should be equipped with timely financial data to make better business decisions. However, hiring and retaining good bookkeeping talent can be hard. We can help.
We have experience providing bookkeeping and accounting services to hundreds of businesses and nonprofit organizations in Kelowna. Small businesses make up over a third of BC’s GDP, and we are proud to assist those vital businesses with their back-office needs. We have assisted small and medium BC businesses in transportation, accommodation, food and beverage services, recreation and entertainment, and travel services.
We’re here to help with top-notch bookkeeping and back-office services, no matter your business size or segment. Whether it’s bookkeeping, payroll, or other accounting back-office services, we have the industry expertise and knowledge to manage it all. You can trust our team to keep your books up to date and provide you with accurate financial statements every month.
Using the best cloud-based accounting software, we customize a streamlined bookkeeping process that best fits your business needs. From monthly account reconciliations to GST/PST sales tax filings, our experienced bookkeepers and professional accountants will ensure your books are accurate and up-to-date.
From balance sheets, cash flow statements, to income statements, we provide you with all the financial statements you need to have visibility on your business’ performance throughout the year. When tax season arrives, we’ll provide your accountants with all the information needed to easily file your tax returns.
Leverage the right technology to enable workflows and processes that future-proof your accounting. We’ll integrate your accounting tools with QuickBooks Online or Xero to make it as easy as possible for you to send us your documents and access your financial information and reports while on the go.
Say goodbye to hiring and training. From bookkeepers to payroll administrators to fractional controllers, we’ll provide you with the right accounting expertise at the right time for a single fee every month.
We’ll take your receipts, invoices and day-to-day transactions, and convert them into useful financial information! We then reconcile your accounts and provide you with accurate financial statements at month-end that help you make better business decisions.
From payroll processing to issuing of T4s and ROEs, we handle all aspects of payroll. Let us give you peace of mind that your employees are paid accurately and your company is compliant.
With our automated payables workflow, we will help you code and keep track of incoming invoices, stay on top of your payables listing and make secure payments for your outstanding invoices.
Send us your sales data and we’ll ensure your invoices are generated and sent to your clients promptly. We’ll also stay on top of your receivables listing and follow up on outstanding payments to ensure your cash flow is predictable.
Turn your financial data into an action plan. From forecasting and budgeting to financing preparations and covenant monitoring, we’ll provide you with the financial leadership required to navigate the changing business landscape and build a lasting business.
Trusted by businesses in Kelowna
Your company’s revenue, expenses, and volume of transactions impact pricing, so there’s no single answer. Typically bookkeeping services start at $949 a month. Please reach out to get a custom quote.
We do not provide any personal tax services or year-end accounting services as we are not a Chartered Professional Accountant (CPA) firm.
However, we will work closely with your chosen accountant to ensure they have the reports they need to do your year-end filings. If you don’t have a year-end accountant, we’d be happy to provide you with some recommendations (don’t worry, there’s no kickback for us).
Once the contract is signed, your kickoff typically takes place within a week and depending on any catch-up bookkeeping that’s required, you begin receiving reports in a month.