Kelowna accountant
A Kelowna accountant for owner-managed business
Most business owners in Kelowna do not need a large firm. They need one accountant who knows the file, answers the phone, and gets the year-end done without a surprise invoice.
That is the practice Mike Saini built in late 2016 after years at multinational firms, and it is still how the firm runs today.
What we actually do for a Kelowna business
A typical engagement covers the year-end financial statements, the T2 corporate return, GST and PST filings, T4 and T5 slips, and the shareholder remuneration decision that ties your corporate and personal tax together.
If your books need work first, we take those on too — full-cycle bookkeeping on Xero or QuickBooks Online, with reconciliations and payroll handled monthly rather than in a panic each spring.
Local, but not office-bound
Mike moved to Kelowna in 2005 and graduated from UBC Okanagan / Okanagan College soon after, so the firm has watched the local business community grow first-hand.
Everything runs on cloud accounting systems, which means you get access to your data anytime, anywhere, on any device — and you never have to drive across town to drop off a shoebox of receipts.
What you get
- A CPA who knows your file, not a rotating account manager
- Fixed-fee options with free consultations and partner access
- Xero Certified Advisor and Elite QuickBooks Online ProAdvisor
- CRA correspondence handled directly by the firm
- Response within 48 hours during office hours
Frequently asked
- How do I switch accountants in Kelowna?
- It is straightforward. You tell your current accountant you are moving, we send a professional letter requesting your prior-year files and working papers, and you authorize us with CRA. You do not need to wait for a year-end to make the change.
- Do I need a CPA, or will a bookkeeper do?
- A bookkeeper records transactions. A CPA signs off on year-end financial statements, files your T2, plans your remuneration and represents you to CRA. Many of our clients use both — we do the bookkeeping and the year-end so the two never disagree.
- 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.