Working remotely
Searching for an accountant near me?
"Near me" mattered when your books lived in a filing cabinet. Today the practical question is whether your accountant can see your numbers in real time and get back to you quickly.
We are based in Kelowna, British Columbia and serve clients on and between coasts.
How a remote engagement runs
Your books sit in Xero or QuickBooks Online, which means we both look at the same live data. Documents are exchanged securely, consultations happen by phone or video, and returns are e-filed.
You get access to your data anytime, anywhere, on any device — which is the whole point of building the practice on cloud systems in the first place.
When local still helps
Provincial rules differ. We are a licensed BC public practice firm and work daily with BC PST, WCB and the BC corporate rules, so businesses in the Central Okanagan get that local fluency automatically.
For clients elsewhere in Canada, federal compliance is the same everywhere and we flag anything provincially specific early in the engagement.
Where we work
- Kelowna and West Kelowna
- Lake Country, Peachland and the Central Okanagan
- Vernon and Penticton
- Anywhere in British Columbia
- Clients across Canada, coast to coast
Frequently asked
- Do I have to meet my accountant in person?
- No. We work with clients virtually across Canada. Consultations are held by phone or video, documents are exchanged securely, and returns are e-filed with CRA.
- Do you have a walk-in office?
- Our mailing address is PO Box 20060, RPO Towne Centre, Kelowna, BC V1Y 9H2. Meetings are by appointment — call (250) 410-4456 or use the contact form to arrange one.
- 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.