Creekside Accounting
Kelowna Chartered Professional Accountant (CPA, CA)
Small Business & Self-Employed Specialist
As Seen On & Certified By:
Why We Help
Not sure where your time goes? Feeling overwhelmed with 1,000 plates spinning in the air? We know what that feels like.
We care about our Kelowna small business clients and want to make sure you get the most out of your time and avoid unnecessary stress. We make sure our services are client centered.
How We Help
You have a lot on your plate. Managing a business is hard, and overwhelming. At Creekside Accounting in Kelowna we have the accreditation, knowledge, experience, and expertise to answer your questions and future proof your business finances.
We provide recommendations and mentorship to keep you on the right track.
What We Do
We free up your time, reduce your stress, help you feel confident, and focus on what matters to you most. We are a Kelowna Chartered Professional Accountant (CPA, CA) firm that works for you and your business.
Accounting, Tax, Small Business Mentorship, & Bookkeeping -
all in one small Kelowna Accounting Firm.
Client Experiences
Hwy 33 Autopro - A Growth Journey
Our journey at Highway 33 AutoPro has been one of growth and transformation, especially since becoming clients of Creekside Accounting. Before finding Creekside, we struggled with bookkeeping services that often resulted in late filing penalties, payroll issues, and an accountant whose explanations were more confusing than helpful.
Creekside Accounting came into the picture with a fresh perspective and innovative solutions. They introduced us to technology that simplified our bookkeeping, allowing us to focus more on what we do best—providing exceptional mechanical services to all vehicle makes and models, including fleet services. Their guidance helped us consistently make better financial decisions.
Beyond day-to-day finances, Creekside Accounting also helped us plan for the future. They assisted in setting up retirement plans tailored to our business needs, ensuring we could secure our financial future while expanding our services. Their proactive advice and strategic insights were crucial in shaping our growth trajectory.
Since teaming up with Creekside Accounting five years ago, Highway 33 AutoPro has seen remarkable growth (almost 40% in fact). Our commitment to innovation in automotive care, including pioneering digital inspection services and becoming a certified Nextdrive facility for electric vehicles, has set us apart. Our industry-leading 2-year/40,000km warranty on all repair work ensures peace of mind for our customers with every visit.
Our partnership with Creekside Accounting has been instrumental in not only stabilizing our finances but also in propelling us forward. Their expertise hasn't just transformed our finances; it has empowered us to achieve new heights in customer satisfaction and operational excellence because we can focus on our business. Our growth isn't just measured in numbers but in peace of mind knowing that our financial foundation is strong and our future secure.
We are grateful to Creekside Accounting for their unwavering support and understanding of our business. If you're looking for a financial partner who truly understands your needs and can help drive your business forward and fuel your business growth, then we highly recommend Creekside Accounting
Karen Erickson & Kayla Caruana - IG Private Wealth Management
About Karen and Kayla
Karen and Kayla are a dynamic financial duo and business partners who primary focus on helping professionals, individuals over 55, and retirees manage the complexities of their wealth. They are Certified Financial Planner® professionals who provide tailored solutions for navigating the evolving needs of their clients.
Karen and Kayla specialize in crafting exceptional financial legacies for high-net-worth individuals. They focus on estate planning and tax efficiency.
Despite their own financial acumen, Karen and Kayla often felt like they lacked an accounting strategy for their own business. Feeling overlooked by their previous accounting service, they began looking for a partner who offered a detailed, holistic, proactive and collaborative approach to support their unique business model.
The Transformation with Creekside Accounting
Jillian and the team at Creekside Accounting stepped in to fill this gap.
“Jillian and her team at Creekside provide exceptional service. Their personalized advice has been invaluable for our businesses.” Kayla adds. “We appreciate their prompt responses and clear communication. Jillian’s expertise in tax planning and financial strategy has made a significant impact.”
Creekside’s commitment to clear communication and transparency helped transform how Karen and Kayla understood their business taxes. With a better understanding of their financial reports and tax obligations, decision-making became smoother and more effective.
Tools for Success
In addition to their hands-on approach, Creekside provides a suite of practical resources that have been helpful. The educational videos, worksheets, and templates offered by Creekside were beneficial in enhancing Karen and Kayla’s tax knowledge.
“Jillian’s resources, including videos, worksheets, and templates, have been incredibly helpful.” Kayla explains.
The resources enabled Karen and Kayla to better handle their business taxes with greater confidence.
A Partnership for Success
Karen and Kayla’s experience with Creekside Accounting highlights the transformative impact that having a dedicated, holistic, and proactive accounting partner can have.
Creekside’s exceptional service and collaborative approach have made them more than accountants - they are partners in success, empowering Karen and Kayla to focus on managing and growing wealth for their clients.