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Our Services
Accounting, Tax, Advisory Services, & Bookkeeping for Businesses in Kelowna.
Creekside Accounting provides proactive accounting and tax services for businesses in Kelowna and the Okanagan.
We focus on clarity, planning, and confidence - not just compliance.
Corporate Financial Statements & Accounting Services
For incorporated businesses that want accurate numbers and fewer year-end surprises.
We prepare year-end financial statements for corporations, ensuring your records are accurate, compliant, and actually useful for decision-making.
What this service includes:
- Year-end financial statements prepared by a CPA
- Review of bookkeeping for accuracy and completeness
- Adjustments and clean-up as needed before filing
- Review of corporate financial performance and recommendations for growth
This service is best suited for incorporated businesses with ongoing operations that need reliable financial reporting for tax planning, lending, lease obligations, and business decisions. Learn more about our financial statement services here or check out our fee structure here.
Corporate Tax (T2) & Owner Tax Integration
Corporate tax compliance with proactive planning built in.
We prepare and file corporate tax returns (T2) for small corporations, with a focus on minimizing tax while managing CRA audit risk and aligning corporate decisions with personal tax and financial goals.
What this service includes:
- Preparation and filing of corporate T2 tax returns
- Tax planning around salary vs dividends
- Review of corporate tax balances and planning for future tax implications/opportunities
- Clear explanations of your results in plain language
Our goal is not just to file your return, but to help you understand the numbers and make smarter tax decisions going forward. Learn more about our corporate tax services here or check out our fee structure here.
Tax Planning & Advisory for Business Owners
Strategic advice for business owners who want to plan ahead.
Tax planning is where we provide the most value for corporations. With over 10+ years of experience, Jillian will help you look ahead and make informed decisions that reduce tax and support long-term goals. Learn more about our team.
Common planning areas include:
- Salary vs dividend strategies
- Debt or profitability management and improvement
- Review and recommendations around income and expenses
- Planning for large purchases or changes in profitability
Advisory services are typically provided alongside year-end or ongoing accounting engagements. Lean more about our tax planning and advisory services or check out our fee structure here.
Ongoing Accounting & Bookkeeping Support
Monthly or quarterly support so your books stay clean and useful all year.
For many businesses, ongoing accounting and bookkeeping support provides better visibility and reduces year-end stress. We work with QuickBooks Online or Sage50 to keep your records accurate throughout the year.
What this service includes:
- Monthly or quarterly bookkeeping
- Monthly reconciliations and professional review of entries
- Support with QuickBooks Online
- Ongoing access to a dedicated bookkeeper (check out our team)
This service is ideal for business owners who want up-to-date financial information without managing everything themselves. Lean more about our bookkeeping services here or check out our fee structure here.