Central Okanagan
Notice to Reader financial statements in the Okanagan
We prepare compilation engagements — the engagement formerly known as a Notice to Reader — for businesses throughout the Central and South Okanagan.
Because the practice runs on cloud accounting, being in Vernon, Peachland or Penticton makes no practical difference to how the year-end gets done.
Serving the valley
Kelowna and West Kelowna, Lake Country and Peachland, Vernon to the north and Penticton to the south — the Okanagan's business community is spread out, and driving files around is nobody's idea of value.
Your books live in Xero or QuickBooks Online, documents are exchanged securely, and consultations happen by phone or video.
Industries in the valley
Wineries, construction, tourism and hospitality, real estate development and professional practices make up much of the regional economy, and each carries its own year-end quirks.
Mike has worked on engagements ranging from complex reviews for local wineries to audits of municipalities and not-for-profit organizations across the Okanagan.
Contact us for rates and fees
Depending on the nature and timing of the engagement, we offer an hourly rate, a flat rate or a fixed annual fee. Our accountants and bookkeepers keep detailed logs of the time they spend on your engagement. Work logs can be disclosed to clients upon the closing of their engagement. We only work for as long as the engagement requires, so you’ll never be over-billed for unproductive time.
- Office hours
- Monday - Friday9AM - 5PM Pacific
- ☎ Contact
- (250) 410-4456
Book your airtime
Request a quote
Use the form below to tell us about your accounting or tax inquiry, and we’ll call you back to schedule an appointment. Please be as detailed as possible. Include the type of service you are looking for along with any specific requests. Our general response time is within 48 hours.
- 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