Established in 2008 providing traditional bookkeeping and tax solutions. Math geeks at heart who over the years have embraced technology. Now we have transitioned into a cloud based firm in order to improve customer experience.
We are available when you need us by phone, video chat, email and fax. Being cloud based gives you access to your financial and bank information in real-time from anywhere on any device. It gives you huge competitive advantage being able to consentrate on your business and make informed decisions in real-time. We give you peace-of-mind by taking the complication out of your business financials.
Already have an accountant. No need to change. Ask us about our fixed fee bookkeeping packages.
Established in 2008 in Kelowna, BC
Experienced Canadian bookkeepers & tax professionals
We focus on your financials so you can focus on what's important to you
Proven bookkeeping and tax processes
Seamless sharing and collaboration
Giving you the freedom to work from anywhere.
Accuracy guaranteed
The business landscape is changing. We're here to help you with that.
With over 20 years of tax experience, rest assured your returns are completed correctly when filing with us.
Changes to our life situations can drastically affect our tax outcomes. By planning we can prepare to get the best results.
If you are not sure if your past taxes were prepared properly or you require an adjustment to one of them, we can help.
Stressed because you got an audit and are unsure how to proceed? We have years of experience, let us help.
Are you having troubles with Revenue Canada? Not to worry we have been assisting clients with their CRA correspondence for years. We can help.
With help of an experienced tax professional you can ensure your organization is benefiting from all qualifying tax advantages.
We are open year round to help you.
Are you starting a business but don't know how to get started. We have years of experience helping businesses go from startup to success.
Accurate books ensures all your reporting can be done correctly. We are proud to embrase cloud accounting solutions to ensure secure financials in real-time.
Pay employees and contractors, automated payroll tax reporting and payments, year end t4's and T5018's, Electronic ROE's and online access to pay stubs.
From revenue growth, business modeling, KPI reporting to budgeting we will help you make the right decisions to meet your goals.
Migrating from previous accounting systems and implimenting new cloud based solutions. Along with training and support.
Whether you are a start-up or an established business we've got you covered with a monthly fee specific to fit your needs.
Let's work together to grow your business.
Cloud accounting and online bookkeeping
Financial and managerial reports
Financial Analysis
Regulatory payroll & human resource records
Income tax planning and consulting
Business consulting
Accounting Year End – Closing the Books
Successful business requires that accounting and payroll records be kept accurately in order to stay compliant and have the tools at your disposal to grow your business.
When To Outsource Your Bookkeeping and Taxes
When first starting a business, common to take on your own bookkeeping and tax preparation as well. This can work fine for a while, but over time can lead to stress and burn out. Here are some key indicators to let you know it's time to outsource to the professionals.
Using Financial Management To Reach Your Business Goals
Financial management requires the use of the financial reports produced at the end of a financial period to make informed decisions for the best interests of the company.
