Serving the South Okanagan

QuickBooks Bookkeeping
in Penticton, BC

CPA-led monthly bookkeeping for Penticton 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

Serving Penticton & Area

30-Day Free Trial

Why Penticton

Bookkeeping Built for South Okanagan Businesses

Penticton's business landscape is shaped by wine tourism, seasonal hospitality, trades contractors, and a growing base of year-round entrepreneurs. Managing the books for a business with seasonal revenue swings is challenging, and many Penticton business owners have felt the sting of messy year-end books at least once.

Revenue spikes in summer, slower winters, and the constant temptation to "put off the books until things calm down." The problem is that calm never comes, and by March your accountant has to sort through 12 months of chaos before your return can even start.

We solve this with Penticton BC bookkeeping services at a flat monthly rate that keeps pace with your business year-round. And because every monthly close is reviewed by Robert Bartoszewicz, CPA, your books are held to professional standards. 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 Penticton 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 what Penticton 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 Penticton BC, this is the standard your books deserve.

We specialize exclusively in QuickBooks Online and serve Penticton businesses entirely through the cloud. Same quality as in-person, with the convenience of remote access. 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
Serving Penticton, Naramata, Kaleden & Okanagan Falls
Fixed monthly pricing, no hourly billing
Experience with seasonal businesses: wineries, tourism and trades

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 Penticton

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 Penticton’s Core Industries

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

Wineries & Vineyards Tourism & Hospitality Plumbing Contractors Electrical Contractors HVAC Companies Landscaping & Snow Removal Construction & Renovation Restaurants & Cafes Retail Shops Professional Services Property Management Seasonal Operations

Simple Pricing

Fixed Monthly Plans. No Hourly Surprises.

CPA review on every plan. Pick the tier that fits your Penticton 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: Vernon · Kelowna · West Kelowna · Lake Country

Questions

Bookkeeping in Penticton: Frequently Asked

How much does a bookkeeper cost in Penticton?

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 with custom reporting 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.

Can a Kelowna bookkeeper serve Penticton businesses?

Yes, and it is increasingly common. QuickBooks Online is entirely cloud-based, so your bookkeeper does not need to be in the same city. Founders Family Wealth Tax & Accounting serves Penticton, Naramata, Kaleden, and Okanagan Falls clients with the same CPA-led service as our Kelowna-based clients. Everything is handled digitally through QBO's secure platform.

Do I need a bookkeeper or an accountant?

Most Penticton 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.

Can you handle seasonal business bookkeeping?

Absolutely. Seasonal revenue patterns are common in the South Okanagan with tourism, wineries, and hospitality. We track your financials through both peak and off-peak periods so you have accurate cash flow visibility year-round. Flat-rate pricing means your bookkeeping cost stays consistent even when your revenue fluctuates.

What makes Founders Family Wealth Tax & Accounting different from other Penticton 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 books are months behind. Can you help?

Yes. This is one of the most common reasons Penticton 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.

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 Penticton business, and show you exactly what we'll take off your plate. Zero pressure.