Accounting Services Kelowna BC
The services we provide go beyond the year end compliance as we have integrated advisory components into all services we provide.
Services
Corporations & Sole Proprietorship
- Payroll preparation
- T4, T4A, T5018 Tax Slip Preparation
- Group health benefits administration
- CRA Receiver General tax payments
- Workers’ compensation preparation and submission
- Corporate tax preparation & filing
Bookkeeping
- Accounts Receivable (Invoicing, Statements)
- Accounts Payable (Paying Invoices)
- Bank and credit card reconciliations
- Monthly & yearly financial statement preparations
- Sales tax reconciliation and remittance
- Grant application assistance
Non-Profit & Charitable Services
- Financial Statement Preparation – Clear, accurate reports for stakeholders.
- Tax Compliance – Timely filings for charity-specific returns.
- Grant Tracking – Monitoring funds from grants and donor restrictions.
- Audit Support – Preparing for audits and maintaining documentation.
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Accounting and Bookkeeping Kelowna BC
More of What we do!
Financial Record Keeping
Maintaining accurate records of all financial transactions.
Organizing receipts, invoices, and other documentation for auditing purposes.
Recording debits, credits, and other transactions in accounting software.
Accounts Payable & Receivable
Managing vendor invoices and ensuring timely payments.
Issuing invoices to clients and following up on overdue payments.
Reconciling customer accounts and maintaining good relationships with vendors.
Payroll Management
Calculating employee wages, taxes, and benefits.
Processing payroll and ensuring timely payment to employees.
Handling payroll-related compliance, such as tax filings and reporting.
Bank Reconciliation
Comparing internal records with bank statements to ensure accuracy.
Investigating and resolving discrepancies between accounts.
Budgeting & Forecasting
Assisting in the creation of budgets and financial forecasts.
Monitoring expenditures to ensure they align with budgetary goals.
Tax Preparation and Compliance
Preparing documentation for tax filings (sales tax, payroll tax, etc.).
Ensuring compliance with local, state, and federal tax laws.
Collaborating with accountants for annual tax preparation.
Financial Reporting
Generating profit and loss statements, balance sheets, and cash flow reports.
Providing insights on financial trends and identifying cost-saving opportunities.
Assisting management in understanding financial performance through detailed reports.
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