​Welcome to Kelowna Bookkeeping where we specialize in payroll, income tax preparation, business consulting, accounts payable and receivables and general bookkeeping services.  If you’re searching for a Kelowna-bookkeeper, you’ve come to the right place.  If you need a bookkeeper, that’s a good thing.  It means you are experiencing growing pains.  Once you get the right team in place, you can go back to making huge strides again.  Enlist us to be on your team.  We possess the experience, training and expertise to render superior bookkeeping services at a reasonable price.  Clients praise us for our ability to deliver consistently and at a fee they can afford.    
 
About Us
We want to set you up for success.  It will make things easier if you understand the difference between accounting and bookkeeping.  The roles are within the realm of finance but are slightly different.  We are responsible for recording transactions – profit and loss, revenue and expenses.  Accountants compile the information we accumulate and analyze it, classify, interpret and report it.  We should also add that bookkeepers are happier people.  When you love what you do, it shows.  We have been in business for over 20 years.  Our attention to detail, genuine love for our clients and high level of professionalism has sustained us. 
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​Our Services 

Keep in mind that while we are capable of preparing your business taxes, we can also do your personal income tax returns.  We are licensed and trained to compile receipts from charitable donations, RRSP contributions, professional dues and child care expenses.  Kelowna Bookkeeping recognizes that you have a personal life that is also in need of TLC.  We offer payroll services to ease your mind and allow you to focus on more important matters.  Our company employs specialists in the realm of accounts receivable, accounts payable, business consulting and general bookkeeping.  To learn more about the breadth of our services, contact us today.  

​Bookkeeping

It’s 9PM and the store closed 2 hours ago.  You locked the door, dimmed the lights and dove head first into a sea of invoices and receipts.  Your family calls to find out when you’ll be home for dinner but you don’t have an answer.  You tell yourself that you’re doing it for them.  If you don’t who will?  Kelowna Bookkeeping will if you give us the opportunity.  As long as you’re grossing more than $10,000 annually, you can afford to hire a bookkeeper.    

​Payroll

One of your employees has his wages garnished for back child support – another for back taxes.  You have a non-exempt employee that was out sick for half the week.  You have 20 employees and they all have different pay rates.  How can you keep track of it all?  Contact Kelowna Bookkeeping for payroll and financial services.  We’ll keep track of everything for you and automate your payroll.  Every detail will be available to you 24/7 via cloud.   

​Income Tax Preparation

What’s that saying – all you gotta do is pay taxes and die?  That’s a morbid way of looking at things but if you’re preparing your taxes yourself, it’s bound to be depressing.  Every year April 15 rolls around and people panic as if they’ve never experienced tax season before.  Don’t let the CRA get the best of you.  Contact Kelowna Bookkeeping for income tax preparation and financial planning services.  Our rates are affordable and expertise in taxes are second to none. 

​Business Consulting

The restaurant has been open for 2 years.  Everyone loves our food and you have stellar reviews.  You have a solid team in the front and back of the house.  It’s become apparent that your customers want your recipes and they love the brand.  You’re not sure if you should write a cookbook, open a second location, launch a webseries and brand memorabilia.  Contact us for complimentary financial consulting.  We’ll help you plot your growth.

Accounts Payable

You’ve got some vendors that demand COD.  Others that prefer that you prepay.  A few offer 30, 60 and 90 day terms.  Without a system in place, accounts payable is overwhelming.  In addition to keeping customers, employees and your family happy, you’ve got to manage the finances.  Don’t wait any longer – contact Kelowna Bookkeeping for financial controller services.  We’ll handle the financial details so that you can manage the business.  

​Accounts Receivable

Last month you earned 3 new accounts.  The month before that, you brought in 5 new clients.  Since you opened last year, business has been booming.  You’ve never been so busy.  Why is it that you barely have enough cash flow to take a client out for lunch?  The answer is quite clear.  You have too much going out and not enough coming in.  It is very basic mathematics.  If this describes your situation, contact us for accounts receivable services.  
“I have a successful business analysis consultation firm.  My dream is to open a fine dining Italian restaurant.  I didn’t know if it was feasible so I hired Kelowna Bookkeeping to do a feasibility study.  They advised me to go forward but to put specific safeguards in place.  One year later and I’m well on my way.” – Antonio S.
“I have a small business that specializes in personal coaching.  Although I love what I do, I have yet to turn a profit.  I didn’t think I needed to file taxes but it turns out I did.  Kelowna Bookkeeping helped me keep my head above water.  They prepared my taxes and got me back on track.”  Katie D.
 “I had POS software on my computer that had a payroll function but it wasn’t customized for my business.  After spending too many nights doing payroll I decided to outsource with Kelowna Bookkeeping.  That was the best decision I made in years.  Now I go home early and there are never any mistakes.” – Margot P.

Contact Us​

Mid to large size businesses outsource bookkeeping services, so why shouldn’t you?  You deserve peace of mind and professional financial services.  We know you’re accustomed to donning many hats – but you don’t have to when you’ve got Kelowna Bookkeeping right around the corner.  We specialize in accounting systems, general ledger accounts and business start-ups.  Our team of experts can manage your business financial accounts and create reliable financial reports.  We will take care of your rental property tax return preparation too.  Kelowna bookkeepers are wizards when it comes to reconciliation and auditing.  We use professional grade bookkeeping software that is readily available to clients via cloud.  Contact us today to discover the possibilities.