Bookkeeping for Kelowna and the Central Okanagan
Kelowna has grown into one of the busiest small-business cities in the province: builders working across the Central Okanagan, wineries on both sides of the lake, a tech sector, and a summer tourism trade. Each keeps a different kind of books. We keep them monthly, run payroll, and file GST and PST.
Common in Central Okanagan books
Construction and development keep much of the region busy. Builders and trades need job costing per project, holdbacks tracked until they are released, and T5018 reporting for subcontractors — and a lot of them also hold property through a separate company, which needs its own clean set of records.
The wineries, orchards, and tourism businesses around the lake earn most of their year in a few months, so cash runway and seasonal payroll have to be visible in the off-season. Kelowna's tech and professional firms bring the opposite pattern: steady retainers, unbilled work, and receivables that need ageing.
What we handle for Kelowna businesses
Builders & trades
Job costs per project, holdbacks recorded as receivables until released, and subcontractor slips filed at year end.
Wineries & tourism
Seasonal revenue and payroll planned month by month, with excise, liquor PST, and tasting-room sales kept apart.
Holding companies
Rent, strata fees, and mortgage interest tracked per property, with improvements kept apart from repairs.
Local licensing: Businesses operating in Kelowna generally need a City of Kelowna business licence, renewed annually; West Kelowna, Lake Country, and Peachland license separately.
From estimate to monthly books
Get your estimate
Answer a few questions in the estimate calculator and see estimated monthly, one-time, and year-end pricing on the spot.
We review your records
Send your estimate to our team. We confirm the price once we've reviewed your actual books and records.
Onboarding or catch-up
We set up your file — or reconcile the backlog if you're behind — so monthly work starts from a clean opening balance.
Every month, on schedule
Transactions categorized, accounts reconciled, statements sent and live in your portal, and filings kept on track, with the year-end return prepared and filed by a licensed CPA.
Common questions
How are construction holdbacks recorded?
As a receivable of their own, separate from the rest of the invoice, until the holdback period ends and the money is released. That way your ageing report shows what is genuinely overdue and what is simply held under the contract.
We're a seasonal business. Can the fee change with the season?
The fee is set from your actual monthly volume — transactions, invoices, bills, and people on payroll — and reviewed when that changes materially, so a quiet winter and a busy summer are both priced from what they are.
See your estimate in a few minutes.
Answer a few questions and see your monthly, one-time, and year-end pricing on the spot.
Get an estimate