Cloud accounting & management consulting

Freedom to grow your business.

We support small businesses by providing the services, information and tools for success. We specialize in bookkeeping, payroll, information technology and management consulting.

Bookkeeping

Accurate bookkeeping and payroll is the foundation for reliable reporting, compliant tax filing and sound business decisions.

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Information Technology

We can assist you in setting up technology systems that drive your every day tasks.

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Consulting

We can help you achieve your organizations purpose, help you overcome challenges and improve business performance.

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some of our tools & partners

Xero Cloud Accounting logoHubdoc document and data capture software logoWagepoint payroll logostripe payment processing platform logounder the brand marketing inc. logo Hubspot CRM software logozapier automation logoa2x ecommerce accounting solution logoLightspeed POS logo
Xero Cloud Accounting logoHubdoc document and data capture software logoWagepoint payroll logostripe payment processing platform logounder the brand marketing inc. logo Hubspot CRM software logozapier automation logoa2x ecommerce accounting solution logoLightspeed POS logo

Benefits

Bookkeeping by the book.
Consulting you can trust
.

100% Online

We work remotely so we help clients all across Canada. We will be able to collaborate with you in real-time with all your technology solutions.

Unlimited Support

Connect with us over phone, video chat or email. Collaborate with us in real-time within the cloud solutions or screen share over Zoom.

Monthly Pricing

Regular monthly billing means no surprises. You get access to our trustworthy team at a predictable monthly price.

Up-to-date Information

Information kept up-to-date with the use of cloud technology, automation and document capture.

CRA Audit Assistance

We are able to act as a representative with CRA to assist you in any dealings between your business and CRA.

File & Pay On-time

We can help you streamline remittances, receivables and payables. Invoice customers on the go or automate reoccurring invoices.

Data Security

Your data is encrypted, behind multiple levels of security and backed up to multiple locations. Meaning your data is secure and available as you need it.

Data Integrity

Accounting and payroll reconciliations are completed monthly, quarterly or annually depending on the size of your business to ensure data integrity.

Access in Real-Time

Access your business information, invoice clients, share and collaborate with clients, suppliers and your team while your on the go.

Automation

In time we will be able to identify reoccurring processes and automate these processes to improve efficiency, reduce chance of error or missing deadlines.

Digital Solutions

We understand each business is unique. We can help you integrate a workflow that best suits your organization.

  • Cloud accounting
  • Payroll
  • Inventory
  • Point-of-Sale
  • CMS management
  • CRM Management
  • Payment Platforms
  • Expense Management
  • E-Commerce Solutions
  • Job & Project Management
  • Automation

Training

When you are ready to unlock the potential that technology can offer your organization. We can provide you and your team with the training resources to help fast track your success.

How it works

Easy 4 step process to getting started

step 1

Discovery

Get in touch. We are located in Kelowna, BC but work remotely so we are able to assist clients from all across Canada. We learn about you, your goals, your challenges, your industry, your clients, your workflow, etc.

man talking to his business consultant over video chat on his cell phone

step 2

Demo

We share with you live some of the key features of the software solutions that apply most to your organizations requirements and how those features will enhance your client experience, staff experience and/or workflow. The demo may take place in person in you are located in the Okanagan Area or by sharing our screen over Zoom.

business consultant showing empathy to his clients

step 3

Integration

We have partnered with software providers, IT professionals and marketing teams because we know we don't have the answers to everything but by partnering with professionals we are able to successfully integrate your old business processes into your new technology solutions.

male and famale business consultants entering information into business software

step 4

Support


Connect with us over phone, video chat or email. Collaborate with us in real-time within the cloud solutions or screen share over Zoom.

female business consultant working remotely providing support on different technologies

Learn and grow with a team of experienced professionals behind you.

You don't have to go it alone. Established in 2008, our focus has been to help entrepreneurs overcome obsticles.

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Work with Switzer & Co. Today

With the services, tools and resources to make your workday easier and a support team excited about helping you out, getting started on the cloud has never been easier.

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