Frequently asked questions (FAQs)

FAQs Kelowna Accountant

Zoom meetings are available if you don't want meet in person. I can accommodate physical distance guidelines in my office and if you prefer we can both wear masks. I also have a drop off box outside where you can drop off documents anytime.

Yes we can.  I work out of my home office in Kelowna BC and am happy to meet you either in my office or at your place of business.  I am often in Calgary Alberta so could arrange to meet you there as well.

While we can do the bookkeeping for you, we can do so much more.  We are CPAs and we have extensive knowledge in running a business.  Things like cash flow management and setting up budgets to managing your expenses are all areas we can help with.   As CPAs we might be a good option for you if you have a review or audit engagement and require a higher level of accounting.

We can help you move to the cloud and take advantage of all it offers.  We don't work with desktop software anymore so if you want to stay on the desktop (QuickBooks, Sage 50 etc) we aren't able to help you.

Xero and Sage online are great options if you want to work online.  We focus our expertise on QuickBooks online.  So much that we are an Elite - ProAdvisor the highest level you can achieve.  We will be happy to convert your file to QuickBooks Online if you decide you want to work with us.

Yikes! No one likes to get calls or letters from CRA.  Please contact us as soon as possible so we can make a plan to get you on track and more importantly get you back on CRAs good side.  If CRA is giving you nasty phone calls, please make sure that it is actually the CRA calling you.  Please see our blog here on CRA calls for more information

Catchup bookkeeping is for those who have had NO bookkeeping done at all and need one or more years of bookkeeping and tax returns completed. Rescue bookkeeping is a situation where someone has already done the bookkeeping but it is incorrect and needs to be cleaned up or 'rescued'. Often it is faster and less expensive to just start over.

CPAs (Chartered Professional Accountants) are held to higher standards than non-designated bookkeeping and accounting firms.

Our bookkeeping and accounting fees are comparable with those of non-designated accountants and bookkeepers.

Payroll is a very complex area and in most cases it makes sense to use a payroll provider for both your payroll and HR needs.    
We want to make sure that we are providing you with top notch service and that means focusing on where we excel.  Payroll and HR is a very complex area and there are many excellent payroll service providers.  If you don’t already have payroll service we can discuss which one is best for you.

Invoicing, billing and tracking payments take up a lot of time.  Time we feel is better spend working with you and your business.  Pre Authorised Payments (PAD) automates that process saving both of us time. 

For any work that is 'cleanup' 'catchup' or other one time service we may request a retainer in lieu of a PAD.

We love our credit card points too.  However, they do come at a cost.  When you pay with a credit card it increases our costs so we aren’t able to offer you the low prices we can when you sign up for a P.A.D.  If it is really important for you to use your credit card, please contact us and we will design a plan for you that accommodates paying by credit card.

On occasion for special projects we may have to come to your office to see your setup.  In general we do not work onsite.

We are confident that you will love our services. If at any time you are unhappy with our services we will refund you one months fee.

Do you have a question not answered here?  Please connect with us — first session is complimentary.