Our Services
Financial Reporting, Tax & Advisory Services for Kelowna Business Owners.
Helping business owners get clear financial insights, reduce tax stress, and make confident planning decisions.
Corporate Tax & Financial Statement Services
Are you looking for a calm, knowledgeable CPA to prepare reliable financial statements and corporate tax returns you can actually trust?
We help small corporations gain clarity around their numbers, understand their tax position, and make confident decisions with accurate financial reporting and thoughtful corporate tax planning.
Our role goes beyond filing. We explain what matters, answer your questions clearly, and provide targeted recommendations so you can plan ahead - not just react at year-end.
How we support corporate business owners:
- Accurate, CPA-prepared financial statements and corporate tax returns
- Clear explanations so you understand your numbers and tax position
- Targeted tax and compensation recommendations for future planning
- Reviewed work for accuracy and consistency
- Practical guidance grounded in real small business experience
- Optional advisory meetings to dig deeper into your business decisions
Learn more about our corporate tax services today.
Non-Corporate Small Business Tax Services
Self-employed individuals, subcontractors, sole proprietors, and other non-incorporated businesses can all benefit from small business tax services.
If you are looking for clear guidance, dependable service, and professional care, you are in the right place. We prepare your business tax return accurately, help you meet all filing deadlines, and ensure nothing important is missed along the way.
Our goal is to save you time, reduce stress, and give you confidence in your numbers so you can focus on running your business.
Our small business tax services include:
- CPA-reviewed tax preparation that is efficient, accurate, and compliant
- A friendly, knowledgeable team that explains your tax situation in plain language
- Practical recommendations and tax advice to support future planning
- Clear guidance to help you understand and improve your financial position
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.
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.
Clean-Up, Catch-Up, & Transition Support
Fixing past issues and helping you move forward with confidence.
If your bookkeeping or tax filings have fallen behind, or if you are transitioning from another accountant, we can help bring everything back on track.
What this service includes:
- Bookkeeping clean-up and corrections
- Filing of overdue corporate tax returns
- Review of prior-year filings
- Support during transitions from previous firms
This service is commonly requested by incorporated businesses that have outgrown DIY or no longer feel supported by their current accountant. Interested in these services? Check out our fee structure here so you know what to expect.