Bookkeeping in Kelowna

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Canadian Bookkeeping Forms

For your convenient, we have included Canadian Government Bookkeeping related forms as listed below. Right click on the forms and select "Save Target/Link As".

T2125 Business Activity Form

T2121 Fishing Activity Form

T2042 Farming Activity Form

GST Form

FIN 400 PST Form

Business Number Registration Form

You can find information on: Business Organization, Financial Statements, Accounting Equation, Debits and Credits in the following Accounting 101 document. Right click on Accounting Tutorial and select "Save Target/Link As".

Business Plan Example

Accounting Tutorial




Current News


Tax Free Savings Account

Starting January 1, 2009, Canadians who are 18 years or older can start contributing to a Tax Free Savings Account (TFSA). It is tax free because the interest that you gain on your savings is not subject to tax. You can make withdrawals at anytime for any purpose. Also any unused contribution from the previous year can be carried forward to the current year. The maximum contribution limit for 2009 is $5,000. The TFSA will not have any impact on your RRSP limit.


Recent News


Did you know

The Year you turn 71 is the last year in which you can make a contribution to your RRSP. You can contribute to an RRSP under which your spouse or common-law partner is the annuitant until the end of the year your spouse or common-law partner turns 71.




Frequently Asked Questions


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  1. What are the typical bookkeeping duties consist of?
  2. What is the difference between a Bookkeeper and an Accountant?
  3. Why would you need to hire a Bookkeeper?
  4. How much time will you spend?
  5. Cost on hiring a Bookkeeper?
  6. Do you provide Government Accounting Forms?
  7. Where can I get some information or tutorial on simple accounting concepts?

What are the typical bookkeeping duties consist of?

Firstly, we make sure efficient bookkeeping software is set up according to client’s needs.  Once this is done, we keep track of all financial transactions in an accurate and systematic method.  Our duties include: entering receipts, tracking sales, preparing invoices, completing and filing government reports on a timely manner, taking care of employee’s records and payroll, and maintaining a general ledger.  This is just a few.  To learn more of what we do visit Services.

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What is the difference between a bookkeeper and an accountant?

This question comes up often.  The biggest difference between a bookkeeper and an accountant is money.  Accountants charge a much higher rate and are best used in analyzing the financial strategies of a business.  Bookkeepers help more with tracking the day to day finances of your business.  Both are important to your business.  Knowing the difference between them can save you lots of money in the long run.

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Why would you need to hire a bookkeeper?

If getting a clear financial picture of your business is important to you, than, you need a bookkeeper.  You need to achieve an organized system of storing your financial records.  You also need to know where you are financially in order to make decisions on upgrading machinery, spending money on marketing and for obtaining loans.  You can learn to do all this yourself, but it’s much easier to find a bookkeeper you can trust and build a relationship with and take the pressure off.  Focus on what you do best, with a reliable bookkeeper, you’ll know it’s all taken care of and have peace of mind.

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How much time will you spend?

Every business is different.  Depending on your specific needs, I have current clients whom I provide my services on a daily, weekly, monthly, quarterly or annual basis.  It all depends on how much time you need and how big your business is.

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Cost on hiring a bookkeeper?

The cost of a bookkeeper depends on experience and the volume of work involved. Call us and get a quote specific to your business in Kelowna, BC.  at 250-763-7327 or in Edmonton, AB at 587-408-8254.

In the 24 years I have been in business I have helped many small and home based busnesses to get a handle on bookkeeping needs.  I am happy to say, it feels good to see the expression on my clients faces when they review their financial statements and it makes sense and it is always nice to know that I am only a phone call away for any questions or concern they may have.


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Do you provide Government accounting forms?

Yes, we do provide Government Accounting / bookkeeping Forms. Some of the common forms are in PDF format on the left side of this page. We are a Canadian Bookkeeping firm in Kelowna, BC, and will be glad to help you with your Bookkeeping requirements.

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Where can I get some information or tutorial on simple accounting concepts?

Just click here to view it or right click and save it for future reference.

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