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. We can also provide a 100% online cloud based experience for you. Effective July 1, 2021 we are resuming in office meetings and masks will not be required for clients.
I work with a wide variety of software. Most common but not limited to:
QuickBooks Online
Xero
HubDoc
Dext
AutoEntry
Plooto
Karbon
SpotLight Reporting
Excel
Saasant
Zapier
Transaction pro.

What you need not in the list?

Connect with me and we can discuss. I have experience with a number of software programs too extensive to list here.
Catchup bookkeeping is for those who have had NO bookkeeping done at all and need one or more years of bookkeeping 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.

I can help if you need to transition to QuickBooks Desktop or QuickBooks Enterprise from a 3rd party proprietary or legacy system. I can also help you move to the cloud and take advantage of all it offers. 

All of our migration and setup services also apply to Xero. We can convert from a legacy or desktop software to Xero, recommend and setup software that works with Xero and your business 

I do not support Sage Online at this time. 

We do not prepare tax returns.  Our focus is on accounting, bookkeeping and cloud technology.  We work with a number of quality accountants both locally and across Canada and are happy to provide you with names.

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.

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