Serving the Central Okanagan

QuickBooks Bookkeeping
in Kelowna, BC

CPA-led monthly bookkeeping for Kelowna businesses. Clean books, on-time filings, and the freedom to focus on what you do best. Fixed monthly pricing, no hourly billing.

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Free 45-minute call · No obligation · Leave with a clear plan

Led by a CPA

QuickBooks Online Specialists

Kelowna, BC Headquartered

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Why Kelowna

Bookkeeping Built for Central Okanagan Businesses

Kelowna is one of the fastest-growing cities in BC. Construction is booming, trades contractors are in high demand, tech startups are launching every month, and the hospitality and wine industries continue to expand. Growth is everywhere, but so is the bookkeeping chaos that comes with it.

Too many Kelowna business owners try to manage their own books in QuickBooks, fall months behind, and end up paying their accountant for an expensive cleanup every spring. The "I'll catch up on the weekend" approach never works, and by March the damage is done.

Our firm was founded in Kelowna specifically to fix this problem. CPA-led Kelowna BC bookkeeping services at a flat monthly rate, so your books stay clean year-round and your accountant gets exactly what they need at year-end. No rush fees. No reconstruction charges. See our full pricing breakdown.

$299

Starting
Monthly Rate

CPA

Review on Every
Monthly Close

Business Day
Reply Time

CPA-Led Bookkeeping Every month, your books are reviewed by Robert Bartoszewicz, CPA.

Sound Familiar?

The Bookkeeping Problems Kelowna Business Owners Know Too Well

Buried in Receipts

Shoeboxes of receipts, spreadsheets everywhere, and no idea what's been categorized. Tax time feels like a nightmare.

GST/HST Stress

Dreading CRA deadlines, unsure if filings are correct, and terrified of penalties that could cost you thousands.

Evenings Lost

Spending 10+ hours a month on books instead of with your family, your clients, or enjoying everything Kelowna has to offer.

Flying Blind

No clear picture of your profit, cash flow, or seasonal trends. Making big decisions based on gut feeling alone.

The CPA Difference

A CPA on Your Team.
Not Just a Bookkeeper.

At Founders Family Wealth Tax & Accounting, every monthly close is reviewed by a Chartered Professional Accountant, so your records are reconciled, organized, and ready for year end and tax time. If you need a reliable bookkeeper in Kelowna BC, this is the standard your books deserve.

We specialize exclusively in QuickBooks Online and are headquartered right here in Kelowna. Local knowledge, cloud delivery, and CPA credentials in one package. Book a free strategy call to see where you stand.

CPA review on every monthly close
QuickBooks Online only, so we know it inside and out
Based in Kelowna, serving West Kelowna, Lake Country & Peachland
Fixed monthly pricing, no hourly billing
Experience with trades, tech, hospitality & professional services

CPA

Review on Every
Monthly Close

Business Day
Reply Time

Day Free
Trial

Works With Your Accountant We coordinate with your existing CPA or accounting firm to deliver fully reconciled books at year-end.

What We Handle

QuickBooks Bookkeeping Services for Kelowna

Everything your business needs to stay organized, on time, and in control of its numbers, led by a CPA.

Monthly Bookkeeping

Bank reconciliations, transaction categorization, and financial statements delivered every month with CPA oversight.

Core Service

Payroll Processing

Full payroll calculation, CPP/EI remittances, T4 preparation, direct deposits, and WorkSafeBC reporting.

Add-On

GST/HST Filing

Quarterly and annual GST/HST returns prepared and filed with CRA on schedule, so deadlines stop sneaking up on you.

Included in Growth+

Financial Reporting

Monthly P&L, Balance Sheet, Cash Flow statements, and custom QBO dashboards so you always know your numbers.

QuickBooks Online Setup

Complete QBO configuration: chart of accounts, bank connections, integrations, and 1-on-1 training to get you started right.

Catch-Up Bookkeeping

Months or years behind? We'll clean up your backlog, reconcile everything, and get your books current fast.

$150 per Month Behind

Industries We Serve

Bookkeeping for Kelowna’s Core Industries

If you use QuickBooks Online and need monthly bookkeeping in the Central Okanagan, we can help.

Plumbing Contractors Electrical Contractors HVAC Companies Construction & Renovation Landscaping & Snow Removal Tech Startups Restaurants & Hospitality Wineries & Vineyards Professional Services Property Management Retail & E-Commerce Health & Wellness

Simple Pricing

Fixed Monthly Plans. No Hourly Surprises.

CPA review on every plan. Pick the tier that fits your Kelowna business today and move up as you grow.

Starter

Foundations

$299/mo

For solopreneurs with simple bookkeeping needs. Up to 50 transactions/month.

Growth · Best Fit for Most

Momentum

$499/mo

For established businesses. GST included, up to 150 transactions/month.

Scale

Command

$899/mo

Full-service with payroll, AP management, and strategy calls.

View Full Pricing & Features

All plans include a 30-day free trial · Save 10% with annual billing

Also serving: Penticton · Vernon · West Kelowna · Oliver

Questions

Bookkeeping in Kelowna: Frequently Asked

How much does a bookkeeper cost in Kelowna?

We offer flat-rate monthly pricing starting at $299/month for standard bookkeeping including reconciliations, categorization, and monthly reports. Our Growth plan at $499/month adds GST/HST filing. Full-service bookkeeping is $899/month. No hourly billing, no surprise invoices. Compare that to what it can cost to have an accountant rebuild a year of messy books at year-end.

Do I need a bookkeeper or an accountant?

Most Kelowna businesses need both, but at different times. A bookkeeper keeps your books clean every month. An accountant handles your year-end tax return and corporate filing. When your books are messy all year, your accountant has to charge for cleanup before they can even start your return. Monthly bookkeeping is usually the most cost-effective way to keep your overall accounting costs down.

Is Founders Family Wealth Tax & Accounting based in Kelowna?

Yes. Founders Family Wealth Tax & Accounting is headquartered at 416 - 769 K.L.O. Road, Kelowna, BC. We serve the entire Central Okanagan including West Kelowna, Lake Country, and Peachland. All bookkeeping is delivered through QuickBooks Online's cloud platform, so whether you prefer to meet in person or work entirely remotely, we've got you covered.

What industries do you serve in Kelowna?

We serve trades contractors (plumbers, electricians, HVAC, landscapers), tech startups, professional services firms, restaurants and hospitality businesses, wineries, real estate and property management companies, retail shops, and health and wellness practices. If you're a Kelowna business using QuickBooks Online, we're a fit.

What makes Founders Family Wealth Tax & Accounting different from other Kelowna bookkeepers?

Your bookkeeping is led by Robert Bartoszewicz, CPA (Chartered Professional Accountant), and every monthly close gets a CPA review, so your accountant gets cleaner data and year-end goes faster. We work exclusively in QuickBooks Online with fixed monthly pricing, and when you need year-end financial statements or a corporate tax return, our firm can take those on too.

My Kelowna business hasn't done bookkeeping in over a year. Can you help?

Yes. This is one of the most common reasons Kelowna business owners reach out. Our catch-up bookkeeping service is $150 per month of backlog. We clean up your QuickBooks file, reconcile everything, and get you current, usually within a few weeks. Then you transition to a monthly plan so it never falls behind again. Catching up now usually costs less than having your accountant reconstruct everything at year-end rates.

Ready to Get Started?

Ditch the Bookkeeping Grind.
Reclaim Your Evenings.

Book a free 45-minute strategy call. We'll look at your books, recommend the right plan for your Kelowna business, and show you exactly what we'll take off your plate. Zero pressure.