Kelowna's Trusted Accounting Partner.

We do not, we specialize in offering Compilation Engagement Financial Statements. If you require Audited Financial Statements, we can connect you with a firm that can help.

Yes. Preferrably, you have a professional bookkeeper, business and personal transactions are kept in separate bank accounts and all business bank accounts are reconcile at year end. Please note that in this situation, we are not responsible for day-to-day transactions and year-end filing is completed based on the information provided to us.

If you do not currently have a bookkeeper we can assist in bookkeeping and payroll services as well.

Yes, we can assist with financial reporting, strategic financial advice, budgeting, forecasting and financial analysis to help you make informed business decisions.

Yes we do. Depending on the cloud software/platform, we will have either an administrative or advisor account. This allows us to work along side your business, providing up-dated training, support and assistance when requested.

Yes, We are well-versed in the diverse legislation and regulations. and have extensive experience handling various indigenous scenarios in the past to do with payroll, business income, corporations, tax exemptions, income tax, etc.

We work with both. We have been filing both T1 and T2 tax returns for over 20 years, working with individuals, partnerships, sole proprietorships, and corporations.

Yes, we can provide strategic tax planning such as business structure optimization (sole proprietorship, partnership, corporate situations based on specific circumstance), tax credits and incentives, estate planning, retirement planning, real estate and property tax planning, compliance and reporting practice advice, dividends, investment strategies that consider tax implications, capital gains, family planning, CPP and OAS, pensions, disability, low income, dependants, etc.