Skip to main content
Quality Over Quantity

Your Vision, Our Precision: The Right Solutions For The Right Results


Maximized Tax Savings

Your consultant will leverage their expertise to identify all available tax deductions and credits, ensuring you pay the least amount of taxes legally possible, helping you keep more of your hard-earned money.

Compliance Assurance

Our experts will navigate the complex and ever-changing tax laws, accounting standards, and IT regulations, providing peace of mind that your financial and technological operations are always in full compliance.

Strategic Financial Planning

We’ll work with you to create a customized financial strategy that optimizes cash flow, improves profitability, and minimizes financial risk, allowing your business to thrive and grow.

Data Security and Efficiency

We’ll fortify your information systems, safeguarding your sensitive data and ensuring smooth operations, shielding you from potential data breaches and costly downtime.

Cost Reductions

Our consultants will assess your financial and IT processes to identify inefficiencies and cost-saving opportunities, helping you streamline operations and cut unnecessary expenses.

Personalized Guidance

We’ll provide one-on-one guidance, answering your questions and addressing your unique financial and technological challenges, empowering you with the knowledge and support needed to achieve your goals.
Our Approach

You Retain Control, We’re Here To Support You

01. Discovery

Get in touch. We are located in Kelowna, BC but work remotely so we are able to assist clients from all across Canada. We learn about you, your goals, your challenges, your industry, your clients, your workflow, etc.

02. Inform

We share some of the key features of the software solutions that apply most to your organizations requirements and how those features will enhance your client experience, staff experience and/or workflow.

03. Integrate

We have partnered with various software providers because we know we don’t have the answers to everything but by partnering with professionals we are able to successfully integrate your old business processes into your new technology solutions.

04. Support

Connect with us over phone, video chat or email. Collaborate with us in real-time within the cloud solutions or screen share over Zoom. Our goal is to make your operations more efficient, improving employee moral and your customers experience.

Some of Our Favorite

Technologies Driving Small Business

Legendary computers kelowna
cisco consultants kelowna
oracle consultants kelowna
Xero consultants kelowna
Kelowna Microsoft Consultants Logo

Our Latest News and Articles

Offering Fresh Perspectives and Business Insights.
Business meetingBusinessIncome Taxes
May 1, 2024

How Canadian Businesses can Avoid a Large Tax Bill with Strategic Payments

How Canadian businesses canavoid a large tax bill with strategic payments, it's crucial for individuals and businesses alike to stay on top of deadlines and ensure compliance. At Switzer &…
Meeting of shareholdersAccountingBusinessIncome Taxes
April 18, 2024

Paying Yourself Dividends from Your Own Canadian Corporation

When you own a Canadian corporation, you can choose to pay yourself through dividends, which are basically shares of the company's profit. Here's a simple guide to how this works…
small business expense checklist for sole proprietors in CanadaAccountingBusinessIncome Taxes
February 22, 2024

Business Expenses for Sole Proprietors

A Sole Proprietor's Guide to Maximizing Your Business Expenses in Canada Keeping track of your business expenses is not just a good practice—it's essential for maximizing deductions and optimizing your…
Some of Our

Frequently Asked Questions

Do you provide audited financial statements?

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.

If I already have a bookkeeper, can you provide me with Year-End services?

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.

Do you offer CFO services?

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

Do you provide training and support for software you recommend?

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.

Have you acquired knowledge in Indigenous legislation and regulations?

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.

Do you work with individual or just business tax?

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.

Do you offer strategic tax planning?

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.

More Questions?

Get in touch with our team with any other questions you may have or to learn more more about our solutions and how we can improve your business.

Client Feedback
Quality Over Quantity

When your ready for more than a bookkeeper, you may be ready for Switzer & Co. accounting and business consulting in Kelowna, BC.

Work with Switzer & Co. Today

With the services, tools and resources to make your workday easier and a support team excited about helping you out.
Doing business has never been easier.

Book An Appointment