Serving the Central Okanagan

QuickBooks Bookkeeping
in West Kelowna, BC

CPA-led monthly bookkeeping for West 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

Serving West Kelowna & Area

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Why West Kelowna

Bookkeeping Built for West Side Businesses

West Kelowna is growing fast. New subdivisions, trades contractors building across the Westside, wineries along the slopes, and a steady stream of small businesses are driving the local economy. But most West Kelowna business owners either try to manage their own QuickBooks file or drive across the bridge to find a bookkeeper in Kelowna.

Neither option works well. DIY bookkeeping falls behind by March. And waiting until tax time means your accountant charges premium cleanup fees on top of everything else.

Founders Family Wealth Tax & Accounting serves West Kelowna businesses with CPA-led bookkeeping delivered entirely through the cloud, no bridge traffic required. Flat monthly pricing, clean books year-round, and a CPA who understands the Central Okanagan market. 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 West 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 what the Westside 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 West Kelowna BC, this is the standard your books deserve.

We specialize exclusively in QuickBooks Online and serve West Kelowna businesses entirely through the cloud, no need to cross the bridge. 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 West Kelowna, Westbank, Peachland & Summerland
Fixed monthly pricing, no hourly billing
Experience with trades, wineries, construction & local business

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 West 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 West Kelowna’s Core Industries

If you use QuickBooks Online and need monthly bookkeeping on the Westside, we can help.

Plumbing Contractors Electrical Contractors HVAC Companies Construction & Renovation Landscaping & Snow Removal Wineries & Vineyards Orchards & Agriculture Restaurants & Hospitality Property Management Retail Shops Professional Services Home Services

Simple Pricing

Fixed Monthly Plans. No Hourly Surprises.

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

Questions

Bookkeeping in West Kelowna: Frequently Asked

How much does a bookkeeper cost in West 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 West 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.

Can a Kelowna bookkeeper serve West Kelowna businesses?

Absolutely. Founders Family Wealth Tax & Accounting is headquartered in Kelowna but serves West Kelowna, Westbank, Peachland, and Summerland clients with the same CPA-led service. All bookkeeping is done through QuickBooks Online's cloud platform, so there's no need to cross the bridge. Everything is handled digitally, same quality, zero commute.

What industries do you serve in West 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 West Kelowna business using QuickBooks Online, we're a fit.

What makes Founders Family Wealth Tax & Accounting different from other West 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 West Kelowna business hasn't done bookkeeping in over a year. Can you help?

Yes. This is one of the most common reasons West 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 West Kelowna business, and show you exactly what we'll take off your plate. Zero pressure.