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Accurate financial records. Better business decisions. One predictable monthly fee.

Professional Bookkeeping Services in Kelowna

Switzer & Co. provides professional bookkeeping services for businesses in Kelowna and throughout the Okanagan. We help business owners stay organized, maintain CRA compliance, understand their financial performance, and make better business decisions through accurate bookkeeping, monthly reporting, and proactive financial support.
Book your consultation today and discover how outsourced bookkeeping can save time while giving you greater confidence in your business finances.

Book Consultation
Our advantage

Why Professional Bookkeeping Matters

Running a successful business requires more than simply tracking income and expenses.

Accurate bookkeeping provides the financial foundation for every important business decision. Without current financial records, it’s difficult to understand profitability, manage cash flow, prepare for tax obligations, or identify opportunities for growth.

Professional bookkeeping helps you:

  • Know exactly where your business stands financially
  • Stay compliant with CRA requirements
  • Reduce year-end accounting costs
  • Make informed business decisions
  • Improve cash flow management
  • Prepare for financing or expansion
  • Spend less time on paperwork and more time growing your business

Outsource your bookkeeping to gain clarity and confidence. We handle your books so you have the freedom to run your business.

Your Records. Professionally Organized.

What’s Included in Our Monthly Bookkeeping Services

Switzer & Co. offers comprehensive bookkeeping services tailored to the needs of small and medium-sized businesses.

Monthly Bookkeeping

We accurately record and categorize every business transaction to keep your financial records current and organized.

Bank & Credit Card Reconciliations

Every account is reconciled to ensure your financial records are complete and accurate.

GST & PST Filing

We prepare and file your sales tax returns on time while helping reduce costly filing errors.

Payroll Support

We process payroll accurately and help businesses remain compliant with CRA payroll requirements.

Financial Reporting

Receive easy-to-understand monthly financial reports so you always know how your business is performing.

Year-End Preparation

Your books are organized and ready for your accountant, helping reduce year-end stress and accounting costs.

Who We Help

Supporting Kelowna Businesses
Our bookkeeping services are designed for businesses throughout Kelowna and the Okanagan, including:
  • Professional, Scientific & Tech Services
  • Construction & Trades
  • Retail & Trade
  • Health Care & Social Assistance
  • Accommodation, Food Services & Tourism
  • Real Estate & Property Services
  • Agriculture Vineyards & Wineries
  • Manufacturing & Fabrication
  • Administrative & Support Services
  • Marketing & Creative Agencies
  • Automotive, Transportation & Warehousing
  • Home Services (Cleaning, landscaping, pestcontrol)
  • Arts, Entertainment & Recreation
  • Growing small businesses
Start today
Our advantage

Why Businesses Choose Switzer & Co.

Business owners don’t hire us simply to enter numbers.

They partner with Switzer & Co. because they want financial clarity, dependable support, and a proactive accounting partner who understands how businesses grow.

When you work with us, you receive:

  • Over 20 years of business experience
  • Accurate monthly bookkeeping
  • Predictable monthly pricing
  • Responsive local support
  • CRA compliance guidance
  • Business advisory expertise
  • Clear financial reporting
  • A team focused on helping your business succeed

What’s Included With Monthly Bookkeeping

Every eligible monthly accounting client receives a Business Record System that includes:

Affordable Bookkeeping Packages

Starter

Essential Bookkeeping

Ideal for sole proprietors and small businesses that need reliable monthly bookkeeping.

$395/ mo

Includes

  • Monthly transaction recording
  • Income & expense categorization
  • Bank reconciliation (1 account)
  • Credit card reconciliation (1 card)
  • Monthly financial reports
  • Quarterly GST filing
  • Email support

Perfect For

Businesses with up to 100 monthly transactions.

Choose Starter

Growth

Professional Bookkeeping

For growing businesses that need complete monthly bookkeeping and greater financial visibility.

$595/ mo

Everything in Starter, plus

  • Up to 3 bank accounts
  • Multiple credit cards
  • Accounts payable recording
  • Accounts receivable recording
  • Monthly management reports
  • GST/PST filing
  • Payroll journal entries
  • Monthly bookkeeping review
  • Priority support

Perfect For

Growing businesses with consistent monthly activity.

Choose Growth

Premium

Complete Bookkeeping

For established businesses requiring comprehensive bookkeeping and financial organization.

$795/ mon

Everything in Growth, plus

  • Unlimited bank accounts
  • High transaction volumes
  • Inventory adjustments
  • Job costing support
  • Monthly bookkeeping review meeting
  • Year-end accountant package
  • CRA audit-ready bookkeeping
  • Dedicated bookkeeper
  • Priority turnaround

Perfect For

Established businesses that need dependable financial records every month.

Choose Premium

Starter

Essential Bookkeeping

Ideal for sole proprietors and small businesses that need reliable monthly bookkeeping.

$4,740/ year

Includes

  • Monthly transaction recording
  • Income & expense categorization
  • Bank reconciliation (1 account)
  • Credit card reconciliation (1 card)
  • Monthly financial reports
  • Quarterly GST filing
  • Email support

Perfect For

Businesses with up to 100 monthly transactions.

Choose Starter

Growth

Professional Bookkeeping

For growing businesses that need complete monthly bookkeeping and greater financial visibility.

$7,140/ year

Everything in Starter, plus

  • Up to 3 bank accounts
  • Multiple credit cards
  • Accounts payable recording
  • Accounts receivable recording
  • Monthly management reports
  • GST/PST filing
  • Payroll journal entries
  • Monthly bookkeeping review
  • Priority support

Perfect For

Growing businesses with consistent monthly activity.

Choose Growth

Premium

Complete Bookkeeping

For established businesses requiring comprehensive bookkeeping and financial organization.

$9,540/ year

Everything in Growth, plus

  • Unlimited bank accounts
  • High transaction volumes
  • Inventory adjustments
  • Job costing support
  • Monthly bookkeeping review meeting
  • Year-end accountant package
  • CRA audit-ready bookkeeping
  • Dedicated bookkeeper
  • Priority turnaround

Perfect For

Established businesses that need dependable financial records every month.

Choose Premium

Because no two businesses are alike, our pricing can be tailored to accommodate your specific management structure, reporting needs, and growth stage.

Need More Than Bookkeeping?

We’re Here to Support You

Accounting, reporting, and CFO advisory services tailored to your business & dedicated to delivering peace of mind and expert guidance.

As your business grows, your financial needs become more complex.

When you’re ready for budgeting, cash flow forecasting, tax planning, payroll administration, business advisory, and CFO-level reporting, upgrading to one of our Monthly Accounting Plans is seamless.

Your bookkeeping stays exactly where it belongs, with the same trusted team.

View Accounting Plans          View Income Tax Services        View Consulting Services

HOW IT WORKS

A Clear, Predictable Bookkeeping Process

Onboarding that respects your time and continues with steady, dependable execution each month.
1

Onboarding & Discovery

We learn about your business, current bookkeeping processes, goals, and challenges.

You Receive
A clear understanding of your bookkeeping needs, opportunities, and recommended next steps.

2

Organize

We establish efficient bookkeeping systems and organize your financial records for accuracy and consistency.

You Receive
A reliable bookkeeping foundation that supports accurate financial reporting and CRA compliance.

3

Maintain

Our team completes your bookkeeping each month, reconciles accounts, prepares reports, and keeps your records current.

You Receive
Up-to-date financial information you can rely on to make informed business decisions.

4

Advise

As your business grows, we help interpret your financial reports and identify opportunities to improve profitability and cash flow.

You Receive
Actionable financial insights that support smarter planning and long-term business growth.

Frequently Asked Questions About Hiring a Bookkeeper

What does a bookkeeper do?

A bookkeeper records, organizes, and reconciles your financial transactions, ensuring your records remain accurate and up to date. Good bookkeeping provides reliable financial information that supports tax preparation, budgeting, cash flow management, and informed business decisions.

Why should I hire a professional bookkeeper?

Businesses that hire professional bookkeepers tend to be more successful because they spend less time managing paperwork and more time serving customers, growing revenue, and building profitable companies. With accurate, up-to-date financial records, business owners gain the clarity and confidence to make informed decisions, manage cash flow effectively, identify opportunities for growth, maintain CRA compliance and address issues before they become costly problems. Accurate books provide the foundation for every good business decision and are a key driver of long-term business success.

How often should bookkeeping be updated?

Most businesses start with monthly bookkeeping, but as they grow, their need for timely financial information increases. If you’re making hiring decisions, managing cash flow, monitoring profitability, or planning for growth, waiting until month-end may be too late. The more frequently your books are updated, the more confidently you can make business decisions based on accurate, up-to-date financial information.

A good rule of thumb is:

  • Under $300,000 revenue → Monthly
  • $300,000–$1 million → Monthly or bi-weekly
  • $1 million–$5 million → Weekly
  • $5 million+ → Weekly or real-time

If you require your books be updated more than monthly we would be happy to chat with you about your requirements.

What is the difference between bookkeeping and accounting?

Bookkeeping focuses on recording and organizing financial transactions. Accounting uses those records to prepare financial statements, tax returns, strategic planning, forecasting, and business advice.

Switzer & Co. offers both bookkeeping and broader accounting and advisory services, giving clients a complete financial solution.

Can bookkeeping help improve cash flow?

Yes. Accurate bookkeeping provides timely financial reports that help identify spending patterns, overdue receivables, unnecessary expenses, and opportunities to improve profitability and cash flow. If you are not used to reading financial reports or require help budgeting or forecasting for future goals we are always here to help.

How much does bookkeeping cost?

Bookkeeping costs depend on the size and complexity of your business.

Switzer & Co. offers predictable monthly packages so business owners know exactly what they’re paying each month without unexpected invoices.

Do I still need an accountant?

Bookkeeping keeps your financial records accurate throughout the year, while an accountant focuses on tax planning, financial statements, compliance, strategic business advice, income tax and audit.

Switzer & Co. provides bookkeeping along with comprehensive accounting and business advisory services, allowing businesses to receive ongoing support from one trusted partner.

Do you work with Quickbooks, Sage or Xero?

Yes.

We support leading cloud accounting platforms and help businesses choose the software that best fits their operations.

How do I get started?

Getting started is easy. Simply call us at (250) 491-0125 and leave a message with your name, business name, phone number, email address, and a brief description of the bookkeeping or accounting support you’re looking for. We’ll review your information and get back to you as soon as possible to discuss how Switzer & Co. Accounting can help your business succeed.

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