Bookkeeping & systems
An accountant in Kelowna who fixes the books first
Most business owners have a natural aversion to bookkeeping because they would rather focus on their craft. Give us the opportunity to show that doing the books does not need to be boring.
And since we manage your books, we can give you financial advice when you need it rather than eleven months after the fact.
Full-cycle bookkeeping
Reconciliations and invoicing, GST, PST and WCB compliance, and the preparation of payroll along with T4, T4A, T5 and T5018 slips.
We are a Certified Xero Advisor and Partner and an Elite QuickBooks Online ProAdvisor, so we can take over an existing file, migrate you between platforms, or set you up from scratch.
Systems and controls for new incorporations
Mike enjoys implementing accounting systems and controls for start-ups and newly incorporated businesses, precisely so owners can focus on what they know best — their operations.
That includes designing the chart of accounts, setting up the bank feeds and approval workflows, and reviewing internal controls before bad habits set in.
Bookkeeping services
- Full-cycle bookkeeping on Xero or QuickBooks Online
- Preparation of reconciliations and invoices
- GST / PST / WCB compliance
- Payroll, T4, T4A, T5 and T5018 preparation
- Accounting system design and software training
- Internal control implementation and review
Frequently asked
- Do you use Xero or QuickBooks Online?
- Both. We are a Certified Xero Advisor and Partner and an Elite QuickBooks Online ProAdvisor. If you already have a preference we work in your platform; if you are starting fresh we will recommend one based on your invoicing, inventory and payroll needs.
- Can you take over books that are behind?
- Yes, and we quote cleanup separately from ongoing work so you can see exactly what the catch-up costs before committing to a monthly arrangement.
- Licensed Public Practice Firm of British Columbia (BC)
- Certified Xero Advisor and Partner
- Elite ProAdvisor Intuit QuickBooks (QBO)
- 2022 to 2025 Top 3 Accounting Firms in Kelowna, BC
- 2024 Best of the Best Central Okanagan, BC
Let’s chat.
We know that finding the right accountant is a choice not to be taken lightly. That’s why we offer free consultations to discuss your needs, the scope of your goals, and your budget.