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20+ Years of Accounting in Kelowna

Stress-Free Accounting for Small Businesses

Monthly accounting services from a local firm with 20+ years of experience, using our Business Record system to deliver accurate, compliant records you can trust. Less stress. Better decisions. Numbers that finally make sense. Doing business has never been easier.

Book Consultation
Our Advantage

Why Switzer & Co.?

Switzer & Co. provides accounting services that keep your business compliant and decision-ready. From monthly bookkeeping and AR/AP management to payroll and CFO advisory, our senior team delivers accurate numbers and proactive guidance.

Because we’re local and hands-on, you get faster responses, cleaner records, and reports you can act on. Choose a transparent monthly package and add services as you grow. Prefer year-end only? We’ll reconcile your accounts, prepare financials, and coordinate your T2 corporate tax filing.

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

Audit-Ready Accounting. All in Once Place.

Most small businesses don’t fail audits because of mistakes, they fail because their records are disorganized, incomplete, or scattered across systems.

At Switzer & Co., we go beyond monthly bookkeeping. We provide every client with a complete, audit-ready business accounting system that keeps your records organized, compliant and easy to access year after year.

Your Business Records, Professionally Organized

Our monthly accounting clients receive a structured accounting archive that brings everything together in one place:

  • Financial records
  • Compliance filings
  • Source documents
  • Legal and corporate information

This system is designed to meet CRA and WCB record‑keeping requirements and provide peace of mind if your business is ever reviewed, audited, or sold.

The Switzer & Co. Business Record System

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

1. Executive Accounting Binder (Physical)

A professionally organized binder designed for owners, advisors, and auditors, including:

  • Business and corporate information
  • Accounting methodology and fiscal details
  • Annual financial statements
  • CRA and WCB filing summaries
  • Payroll and compliance overviews

This binder provides a clear, high‑level snapshot of your business without overwhelming you with raw data.

2. Digital Audit Archive (Encrypted USB)

Your complete digital accounting archive, securely stored and structured for audit readiness:

  • All receipts and source documents
  • Bank and credit card statements
  • Payroll and remittance records
  • CRA and WCB filings
  • Signed financial statements and schedules

Files are organized by year and category, making them easy to locate and defensible in an audit.

✅ No more searching emails
✅ No more missing receipts
✅ No more scrambling during reviews

3. Consistent Cloud Accounting System

Behind the scenes, we maintain clean, reconciled accounting records using professional accounting software and standardized processes that we have designed in our over 20+ years of doing business which ensures continuity, accuracy, and long‑term record integrity.

Built for Compliance. Designed for Peace of Mind.

Our system supports:

  • CRA audits and reviews
  • WCB assessments
  • Financing and lending requests
  • Business sales or shareholder changes
  • Year‑over‑year consistency

You’ll always know where your records are, what’s been filed, and what’s compliant.

What’s Included With Monthly Accounting

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

Affordable Monthly Accounting

Bronze

Essential Accounting

$750/ mo
  • Monthly bookkeeping & bank rec (up to 2 accounts)
  • Income & expense recording
  • Quarterly GST/PST Filing
  • Year-end financial statements
  • Annual WCB (if applicable)
  • Email support
  • Digital year-end accounting archive
  • Organized financial statements and filings
  • Secure record retention
Choose Bronze

Silver

Full-Service Accounting

$1,350/ mo
  • Everything in bronze
  • Invoicing entry & payment tracking (AR)
  • Client statements & aged receivables report
  • Monthly expenses & document management
  • Monthly bill payments (AP) (utilities, rent, etc.)
  • CRA installments, WCB/insurance/strata admin
  • Priority support
  • Digital audit archive with receipts and source documents
  • Monthly document management and compliance tracking
  • Structured CRA and WCB filing history
Choose Silver

Gold

CFO & Strategic Partner

$1,950/ mon
  • Everything in silver
  • Monthly KPI dashboards
  • Cash flow forecasting
  • Budget & variance-analysis
  • Quarterly performance reviews
  • Tax strategy & corporate structure advisory
  • Optional payroll administration
  • Full Business Record System
  • Executive accounting binder
  • Encrypted digital audit archive
  • Ongoing compliance oversight and strategic reviews
Choose Gold

Bronze

Essential Accounting

$9,000/ year
  • Monthly bookkeeping & bank rec (up to 2 accounts)
  • Income & expense recording
  • Quarterly GST/PST Filing
  • Year-end financial statements
  • Annual WCB (if applicable)
  • Email support
Choose Bronze

Silver

Full-Service Accounting

$16,200/ year
  • Everything in bronze
  • Invoicing entry & payment tracking (AR)
  • Client statements & aged receivables report
  • Monthly expenses & document management
  • Monthly bill payments (AP) (utilities, rent, etc.)
  • CRA installments, WCB/insurance/strata admin
  • Priority support
Choose Silver

Gold

CFO & Strategic Partner

$23,400/ year
  • Everything in silver
  • Monthly KPI dashboards
  • Cash flow forecasting
  • Budget & variance-analysis
  • Quarterly performance reviews
  • Tax strategy & corporate structure advisory
  • Optional payroll administration
Choose Gold

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

OUR ACCOUNTING SERVICES

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.

Get Paid Faster

Accounts Receivables

We streamline invoicing, payment tracking, and client communications. Stay on top of receivables with clear reports, customer statements, and tools that keep your cash flow healthy and predictable.

Pay With Confidence

Accounts Payables

We manage your bills, vendor payments, and documentation with precision. From utilities to subcontractors, we ensure timely payments, accurate records, and full compliance so nothing falls through the cracks.

Staying Balanced and Accurate

Reconciliations

We reconcile your bank, supplier, customer, and vendor accounts with accuracy and consistency. Stay audit-ready and informed with clean records and dependable financial clarity.

Clarity Through Numbers

Financial & Management Reports

Understand your business performance with tailored reports and insights. From forecasts to KPIs, we deliver the financial clarity you need to plan, grow, and make confident decisions.

Strategic Insights & Smarter Decisions

CFO Services

Empower your business with clarity and control. Our advisory services include financial planning, performance analysis, forecasting, risk management, and compliance support, tailored to help you grow with confidence.

Payroll Made Simple

Payroll Administration

Stay compliant and organized with direct deposit, employee access, and expert support. From onboarding to reporting, we streamline payroll and tax remittances while supporting your team and protecting your business.

HOW IT WORKS

A Clear, Predictable Process

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

Onboarding & Discovery

We assess your systems, workflows and goals.
2

Setup & Clean-Up

We transition, reconcile and establish document flows.
3

Monthly Management

We run AR/AP, filings and reviews on cadence.
4

Strategic Reviews

Quarterly/annual check‑ins to plan growth.

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.

Book An Appointment