Serving the South Okanagan

QuickBooks Bookkeeping
in Summerland, BC

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

Schedule My Free Strategy Call

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

Led by a CPA
QuickBooks Online Specialists
Serving Summerland & Area
30-Day Free Trial
Why Summerland

Bookkeeping Built for Summerland Businesses

Summerland runs on agriculture, wine, tourism, and the trades contractors who keep the community growing. Orchards, vineyards, vacation rentals, restaurants, and a steady base of small businesses form the backbone of the local economy. But most Summerland business owners are too busy running their operation to keep their QuickBooks file current.

The pattern is predictable: busy summer and fall, quieter winter months, and the books get pushed to "next week" until March arrives and your accountant hits you with a reconstruction bill. That fee is entirely preventable.

Founders Family Wealth Tax & Accounting delivers Summerland BC bookkeeping services at a flat monthly rate, keeping your books clean year-round so tax season is boring instead of expensive. 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
1
Business Day
Reply Time
CPA-Led Bookkeeping Every month, your books are reviewed by Robert Bartoszewicz, CPA.
Sound Familiar?

The Bookkeeping Problems Summerland 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 Summerland 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 Summerland BC, this is the standard your books deserve.

We specialize exclusively in QuickBooks Online and serve Summerland businesses entirely through the cloud. No drive to Kelowna or Penticton required. 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 Summerland, Peachland, Naramata & Penticton
  • Fixed monthly pricing, no hourly billing
  • Experience with orchard, winery, tourism & trades
CPA
Review on Every
Monthly Close
1
Business Day
Reply Time
30
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 Summerland

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 Summerland’s Core Industries

If you use QuickBooks Online and need monthly bookkeeping in Summerland or surrounding areas, we can help.

Orchards & Fruit Farms Wineries & Vineyards Tourism & Hospitality Vacation Rentals Plumbing Contractors Electrical Contractors Landscaping & Snow Removal Construction & Renovation Restaurants & Cafes Retail & Farm Stands Property Management Health & Wellness
Simple Pricing

Fixed Monthly Plans. No Hourly Surprises.

CPA review on every plan. Pick the tier that fits your Summerland 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: Kelowna · Penticton · West Kelowna · Oliver

Questions

Bookkeeping in Summerland: Frequently Asked

How much does a bookkeeper cost in Summerland?
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.
Can a Kelowna bookkeeper serve Summerland businesses?
Yes, and it is increasingly common. QuickBooks Online is entirely cloud-based, so your bookkeeper does not need to be in the same town. Founders Family Wealth Tax & Accounting serves Summerland, Peachland, Naramata, and Penticton clients with the same CPA-led service as our Kelowna-based clients. Everything is handled digitally through QBO's secure platform, no drive required.
Do I need a bookkeeper or an accountant?
Most Summerland 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 orchard, winery, and seasonal business bookkeeping?
Absolutely. Summerland is known for its orchards, wineries, and tourism, all seasonal businesses. Whether you run a fruit farm, tasting room, vacation rental, or summer restaurant, we track your financials through both peak harvest months and quieter winters 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 Summerland 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.
I run a small business in Summerland and haven't done my books in over a year. Can you help?
Yes. This is one of the most common reasons South Okanagan business owners reach out to us. 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 Summerland business, and show you exactly what we'll take off your plate. Zero pressure.

Schedule My Free Strategy Call

No credit card required · 30-day free trial · Cancel with 30 days’ notice