As your business grows, managing your finances becomes more complex. Instead of working with multiple providers, Switzer & Co. offers a complete range of accounting services under one roof, giving you one trusted team for your financial operations.
20+ Years of Accounting in Kelowna
Accounting Services for Businesses in Kelowna
Everything your business needs to stay compliant, understand your finances, and grow with confidence.
Switzer & Co. provides professional accounting, bookkeeping, payroll, tax, and business advisory services for businesses in Kelowna and throughout the Okanagan. Whether you need help keeping your books organized, managing payroll, preparing taxes, or making informed financial decisions, our team delivers reliable support through predictable monthly services designed to help your business succeed.
Book Consultation
Comprehensive Business Financial Services
Accounts Payable
Collecting invoices and tracking due dates to preparing payments and coordinating approvals. Flexible payment schedules and clear approval workflows, you maintain full control while we ensure suppliers are paid accurately and on time.
Accounts Receivables
Get paid faster and improve cash flow. We manage your accounts receivable process from invoicing, payment reminders, monthly statements, consistent collection procedures while preserving strong relationships with customers.
Catch-Up Bookkeeping
Pay your employees accurately and on time while remaining compliant with CRA payroll requirements.
We manage payroll administration so you can focus on running your business.
We manage payroll administration so you can focus on running your business.
Financial Reporting
Improve profitibility, plan for future growth, make informed decisions and peace-of-mind. We prepare timely and accurate financial reports tailored to your needs, including profit and loss statements, balance sheets, cash flow reports, A/R and A/P reports and key performance indicators.
Business Advisory
We work with business owners to understand their financial performance, identify opportunities for growth, improve cash flow, and make informed decisions with confidence. Through regular financial reviews, budgeting, forecasting, and strategic guidance, we help you build a stronger, more profitable business while staying focused on your long-term goals.
Payroll Services
Pay your employees accurately and on time while remaining compliant with CRA payroll requirements.
We manage payroll administration so you can focus on running your business.
We manage payroll administration so you can focus on running your business.
Personal Income Tax Services
Tax season doesn't have to be stressful. Switzer & Co. prepares personal income tax returns for individuals and families, helping ensure every available deduction, credit, and benefit is considered. We make the process simple, accurate, and hassle-free so you can feel confident your taxes are filed correctly and on time.
Corporate Tax Services
We prepare and file corporate income tax returns, review tax-saving opportunities, and help ensure your business meets all CRA filing requirements. Through proactive planning and reliable advice, we help you reduce stress, stay compliant, and keep more of your hard-earned profits working for your business.
Income Tax Adjustments
Mistakes and missed opportunities can happen. Switzer & Co. assists individuals and businesses with amending previously filed tax returns to correct errors, claim overlooked deductions and credits, or update information that may affect their tax position. We help you navigate the adjustment process efficiently, ensuring your returns are as accurate and beneficial as possible.
Unfiled & Prior Year Tax Returns
Behind on your taxes? You're not alone. Switzer & Co. helps individuals, self-employed professionals, small businesses, and corporations catch up on unfiled tax returns and outstanding CRA filings. Whether you're missing one year or several, we'll help you get back on track, become compliant, and move forward with confidence.
We manage payroll administration so you can focus on running your business.
We manage payroll administration so you can focus on running your business.
Audit & Reassessments
Receiving a letter from the CRA can be stressful, but you don't have to handle it alone. Switzer & Co. provides professional assistance with audits, reviews and reassessments by helping you organize records, respond to information requests and navigate the process with confidence.
Frequently asked questions
Do you provide audited financial statements?
We specialize in Compilation Engagement Financial Statements. If you require audited financial statements we can connect you with a partner firm that can provide that service to you.
Can you work alongside my current bookkeeper?
If you already have a professional bookkeeper, we can provide year-end services, advisory services and corporate tax filing based on the information provided to us.
Do you provide software training & support?
Yes, We work alongside your team with advisor/admin access to provide ongoing training and support.
Do you offer CFO Services?
Yes. Financial reporting, strategic advice, budgeting, forecasting and analysis tailored to your needs.
Can you provide management, director and/or shareholder consulting and advisory services?
Yes.
At Switzer & Co., we offer comprehensive consulting and advisory services tailored to business leaders, directors, and shareholders. Our support includes:
Strategic Advisory & Management Consulting
- Management reporting & consulting
- Risk management
- Legislation & regulatory guidance
- Annual shareholder meetings
- Business structure & governance
Business Development
We help align your organization with a clear plan of action, ensuring resources are effectively allocated to meet your goals.
- Business planning
- Marketing & sales strategy
- Action & digital plans
- Tax planning
- IT strategy
Supporting Business Leaders
We guide decision-makers in managing operations and leading teams with confidence.
- Operational consulting
- Human resources support
- Digital integration
- Analytics & planning
- Learning & development
- Pricing & revenue management
- KPI analysis
- Growth strategy
- Asset Management
- Share structure options
Please note: We are not lawyers. We can only provide options, not legal advice.
Can you act as a representative of our business with CRA, WCB, Suppliers, etc.?
Yes.
Absolutely, we can communicate directly with CRA, WCB, suppliers, and other third parties on your behalf for compliance, payment arrangements, and information requests once you give us authorization. Acting as your authorized representative ensures faster resolutions and less stress for you.
Are my records audit-ready?
Our systems are designed to be audit‑ready when clients meet key compliance requirements, including granting representative access, providing complete and accurate information, and maintaining proper separation between business and personal finances.
When these conditions are met, we maintain organized source documentation, reconciled records, and clear filing histories that support CRA and WCB requirements.
Our role is to design, maintain, and organize the system. Compliance is a shared responsibility between the business owner and our team.
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.