Industries
Best accountants in Kelowna for your industry
The right accountant for a roofing company is not automatically the right accountant for a dental practice. The compliance is similar; the judgment calls are not.
Here is where the differences actually bite, by sector.
Construction and trades
Holdbacks, work-in-progress and subcontractor status drive most of the risk. T5018 slips are mandatory for construction subcontractor payments, and getting the employee-versus-contractor call wrong is expensive when CRA reassesses.
Real estate and personal real estate corporations
Commission income, a personal real estate corporation, and rental holdings each carry their own structure. Motor vehicle logs and home office allocations are the two things agents most often cannot support under review.
Medical, dental and professional corporations
Professional corporations bring share structure questions, family income considerations under the TOSI rules, and a remuneration mix that has to work across both the corporation and the household.
Start-ups and technology
Cap table hygiene, stock option treatment and SR&ED claims matter far more than the year-end statements in the early years. We set the accounting systems up so the numbers are investor-ready before anyone asks.
Creatives and franchisors
With varying revenue streams and distribution channels, the opportunity for profit grows but so does the complexity. We take the business management and bookkeeping so you can focus on your craft.
Sectors we work in most
- Creatives — architects, engineers, designers, photographers
- Professionals — medical, dental, optometry, financial advisors
- Construction — builders, flooring, landscaping, roofing
- Real estate — agents, PRECs, land development, strata
- Franchisors — auto, dealerships, food and beverage, retail
- Start-ups — app design, consulting, marketing, web and SEO
Frequently asked
- Do you specialize in one industry?
- No — our specialty is owner-managed business generally, and we work across six broad sectors. What matters is that we have seen the specific compliance traps in your industry before, not that we work exclusively in it.
- Is my subcontractor actually an employee?
- CRA looks at control, ownership of tools, chance of profit and risk of loss, and integration. Getting it wrong means back payroll remittances plus penalties and interest. It is worth a conversation before the engagement starts, not after.
- 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.