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Skip to main content Hit enter to search or ESC to close Close Search search 0 Menu * Services * Accounting * Income Tax * Managed IT Services * Business Consulting * Industries * Resources * Articles & Insights * Customer Reviews * Contact * search * 0 was successfully added to your cart. No products in the cart. OVER 20 YEARS EXPERIENCE. TAX, ACCOUNTING AND STRATEGIC CONSULTING FOR BUSINESSES AND INDIVIDUALS.DEDICATED TO DELIVERING FINANCIAL PEACE OF MIND AND EXPERT GUIDANCE. Contact Us Today ACCOUNTING Providing financial expertise and ensure accurate record-keeping to help individuals and businesses make informed financial decisions and maintain compliance with tax regulations. Cloud system migration, document management, tracking, reconciling, reporting, taxation, analysis and consulting. INFORMATION TECHNOLOGY We can help you integrate a workflow unique to your organization. ERP’s, cloud, accounting, payroll, inventory, point-of-sale, CMS, CRM, payment platforms, expense tracking, e-commerce Solutions, job & project management & automation. We aim to increase productivity, reduce costs, reduce downtime and keep your data secure. CONSULTING We can help you fulfill your purpose, help you overcome challenges and improve business performance by working closely with you through strategic alignment, challenges resolution, performance enhancement, risk mitigation, cost management and customized solutions that are as unique as you are. LEARNING & RESOURCES Navigate Government Services and Legislation with Ease. Our resource page is a comprehensive guide for individuals and businesses. From tax assistance to government services and legislation insights, discover the key links that empower you to make informed decisions. QUALITY OVER QUANTITY YOUR VISION, OUR PRECISION: THE RIGHT SOLUTIONS FOR THE RIGHT RESULTS 1 MAXIMIZED TAX SAVINGS Your consultant will leverage their expertise to identify all available tax deductions and credits, ensuring you pay the least amount of taxes legally possible, helping you keep more of your hard-earned money. 2 COMPLIANCE ASSURANCE Our experts will navigate the complex and ever-changing tax laws, accounting standards, and IT regulations, providing peace of mind that your financial and technological operations are always in full compliance. 3 STRATEGIC FINANCIAL PLANNING We’ll work with you to create a customized financial strategy that optimizes cash flow, improves profitability, and minimizes financial risk, allowing your business to thrive and grow. 4 DATA SECURITY AND EFFICIENCY We’ll fortify your information systems, safeguarding your sensitive data and ensuring smooth operations, shielding you from potential data breaches and costly downtime. 5 COST REDUCTIONS Our consultants will assess your financial and IT processes to identify inefficiencies and cost-saving opportunities, helping you streamline operations and cut unnecessary expenses. 6 PERSONALIZED GUIDANCE We’ll provide one-on-one guidance, answering your questions and addressing your unique financial and technological challenges, empowering you with the knowledge and support needed to achieve your goals. OUR APPROACH YOU RETAIN CONTROL, WE’RE HERE TO SUPPORT YOU 01. DISCOVERY Get in touch. We are located in Kelowna, BC but work remotely so we are able to assist clients from all across Canada. We learn about you, your goals, your challenges, your industry, your clients, your workflow, etc. 02. INFORM We share some of the key features of the software solutions that apply most to your organizations requirements and how those features will enhance your client experience, staff experience and/or workflow. 03. INTEGRATE We have partnered with various software providers because we know we don’t have the answers to everything but by partnering with professionals we are able to successfully integrate your old business processes into your new technology solutions. 04. SUPPORT Connect with us over phone, video chat or email. Collaborate with us in real-time within the cloud solutions or screen share over Zoom. Our goal is to make your operations more efficient, improving employee moral and your customers experience. SOME OF OUR FAVORITE TECHNOLOGIES DRIVING SMALL BUSINESS OUR LATEST NEWS AND ARTICLES OFFERING FRESH PERSPECTIVES AND BUSINESS INSIGHTS. BusinessIncome Taxes May 1, 2024 HOW CANADIAN BUSINESSES CAN AVOID A LARGE TAX BILL WITH STRATEGIC PAYMENTS How Canadian businesses canavoid a large tax bill with strategic payments, it's crucial for individuals and businesses alike to stay on top of deadlines and ensure compliance. At Switzer &… Dawna Switzer Love0 AccountingBusinessIncome Taxes April 18, 2024 PAYING YOURSELF DIVIDENDS FROM YOUR OWN CANADIAN CORPORATION When you own a Canadian corporation, you can choose to pay yourself through dividends, which are basically shares of the company's profit. Here's a simple guide to how this works… Dawna Switzer Love0 AccountingBusinessIncome Taxes February 22, 2024 BUSINESS EXPENSES FOR SOLE PROPRIETORS A Sole Proprietor's Guide to Maximizing Your Business Expenses in Canada Keeping track of your business expenses is not just a good practice—it's essential for maximizing deductions and optimizing your… Dawna Switzer Love0 View All Posts SOME OF OUR FREQUENTLY ASKED QUESTIONS DO YOU PROVIDE AUDITED FINANCIAL STATEMENTS? We do not, we specialize in offering Compilation Engagement Financial Statements. If you require Audited Financial Statements, we can connect you with a firm that can help. IF I ALREADY HAVE A BOOKKEEPER, CAN YOU PROVIDE ME WITH YEAR-END SERVICES? Yes. Preferrably, you have a professional bookkeeper, business and personal transactions are kept in separate bank accounts and all business bank accounts are reconcile at year end. Please note that in this situation, we are not responsible for day-to-day transactions and year-end filing is completed based on the information provided to us. If you do not currently have a bookkeeper we can assist in bookkeeping and payroll services as well. DO YOU OFFER CFO SERVICES? Yes, we can assist with financial reporting, strategic financial advice, budgeting, forecasting and financial analysis to help you make informed business decisions. DO YOU PROVIDE TRAINING AND SUPPORT FOR SOFTWARE YOU RECOMMEND? Yes we do. Depending on the cloud software/platform, we will have either an administrative or advisor account. This allows us to work along side your business, providing up-dated training, support and assistance when requested. HAVE YOU ACQUIRED KNOWLEDGE IN INDIGENOUS LEGISLATION AND REGULATIONS? Yes, We are well-versed in the diverse legislation and regulations. and have extensive experience handling various indigenous scenarios in the past to do with payroll, business income, corporations, tax exemptions, income tax, etc. DO YOU WORK WITH INDIVIDUAL OR JUST BUSINESS TAX? We work with both. We have been filing both T1 and T2 tax returns for over 20 years, working with individuals, partnerships, sole proprietorships, and corporations. DO YOU OFFER STRATEGIC TAX PLANNING? Yes, we can provide strategic tax planning such as business structure optimization (sole proprietorship, partnership, corporate situations based on specific circumstance), tax credits and incentives, estate planning, retirement planning, real estate and property tax planning, compliance and reporting practice advice, dividends, investment strategies that consider tax implications, capital gains, family planning, CPP and OAS, pensions, disability, low income, dependants, etc. MORE QUESTIONS? Get in touch with our team with any other questions you may have or to learn more more about our solutions and how we can improve your business. Learn More Learn More Learn More CLIENT FEEDBACK Google rating 5.0 QUALITY OVER QUANTITY WHEN YOUR READY FOR MORE THAN A BOOKKEEPER, YOU MAY BE READY FOR SWITZER & CO. ACCOUNTING AND BUSINESS CONSULTING IN KELOWNA, BC. WORK WITH SWITZER & CO. TODAY With the services, tools and resources to make your workday easier and a support team excited about helping you out. Doing business has never been easier. Book An Appointment SWITZER & CO. 1336 Bentien Road, Kelowna, BC V1X 7K3 Contact Us Today (250) 491-0125 Office Hours Mon – Friday 9am – 5pm ABOUT US Leadership Careers Terms of Use Privacy Policy SERVICES Accounting Income Tax Managed IT Services Business Consulting RESOURCES Blog Links & Resources Downloads Contact Us © 2024 Switzer & Co.. Accountants in Kelowna, West Kelowna, Lake Country and Okanagan. All Rights Reserved. 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