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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.
Web Development by Kelowna Marketing Agency Under The Brand

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