We’re Accountants, helping you make decisions when it matters most
We go beyond basic services at our Kelowna accounting firm to help you balance your finances, personal and professional life. You’ll get the support of our responsive team who are available when you have questions. We like to answer our phone and talk with you about your business.
Plus, we’ll help you dream of a great future and put together a tangible plan to get there.
Tax & Financial Planning
Taxes represent one of the largest expenditures you’ll ever make. Having a good tax plan is very important. We’ll help you make a tax and financial plan that get’s you where you want to be.
Accounting & Bookkeeping
Our Kelowna accounting firm can help you prepare complex tax returns (personal and corporate), GST/PST returns and many other CRA filings. We can supervise the completion of your books and take an active role in ensuring you’re organized and on time with compliance filings.
You’ll Always Get an Honest Answer From Us
We never hide behind jargon or numbers, you’ll always get a straight answer from us as to how your business is doing—whether that’s good or bad.
Our team will help you find opportunities to capitalize on the good and find effective solutions to deal with the bad—all while offering you no-nonsense advice throughout.
This Is Who We Are
Accounting can be highly technical, but we know how to turn confusing jargon into useful insights for you. Our Kelowna accounting firm works with business owners to make the difficult decisions necessary to ensure their companies grow and thrive. We care about getting to the root of the struggles you’re facing and going beyond the money side of things to offer simple, actionable advice to help you get where you want to go — both personally and professionally.
Full-Suite Financial Care
Our full-suite financial care package includes exactly that, a full suite of financial services to help you both personally and professionally. We look after everything business related for you on your behalf. We can’t do your data entry, but we’ll help find someone who can.
• Bookkeeping Supervision
• GST/PST Filing
• Payroll Supervision
• Year-end Preparation
• Unlimited 15-minute Phone Calls
• Dealing With the CRA on Your Behalf