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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.  I work out of my home office on the McKenzie bench in Kelowna, BC and am happy to meet you my home office or at your place of business.  I am often in Calgary, Alberta so could arrange to meet you there as well.  Outside of those two areas, communications are via Zoom, phone and emails.

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 CRA’s 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 scams 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.

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.

QuickBooks Online, Xero and Sage online are great options if you want to work online.  We focus our expertise on QuickBooks online but can also work with Xero if you like.  We are an Elite – QuickBooks 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.

If you already have an accountant that you are using we are happy to do the bookkeeping and have your accountant prepare the tax returns. However, if your accountant does not want to prepare the tax returns or you do not currrently have an accountant we can prepare personal and corporate tax returns and GST/HST or PST returns on your behalf.

We can do the bookkeeping if you have another firm performing the review engagement.  If you need someone to do the review engagement we are happy to provide names.

In most cases we will be able to assist, but sometimes it might be easier to start over. Connect with us so we can discuss the best way to move forward for you.
For cleanup and special projects we typically charge by the hour or unit of work. For catchup bookkeeping we base our fee on the # of pages of bank and or credit card statement. For rescue-files we charge by the hour. Check our pricing page here for more information.
The best and most cost effective solution is for you to scan in your receipts. If you don’t have a scanner most Staples will scan for you. Please connect with us and we can let you know the best way to scan in your documents.
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.
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.
Do you have a question not answered here? Please connect with us. The first session is complimentary.
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