CPA-Led QuickBooks Bookkeeping

Expert QuickBooks Bookkeeping
for Canadian Small Businesses

Stop drowning in receipts and stressing over CRA deadlines. Our CPA-led bookkeeping gives you accurate books, on-time filings, and the freedom to focus on growing your business.

Schedule My Free Strategy Call

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

Led by a CPA
QuickBooks Online Specialists
Kelowna, BC Based
30-Day Free Trial
Sound Familiar?
The Bookkeeping Grind Is Costing You More Than You Think
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 growing your business.

Flying Blind

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

Your Bookkeeping Partner

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.

We work exclusively in QuickBooks Online, so your books are kept by people who know the platform inside and out, not a generalist juggling five different tools.

  • CPA review on every monthly close
  • QuickBooks Online only, so we know it inside and out
  • Kelowna-based with BC & Canadian tax knowledge
  • Fixed monthly pricing, no hourly billing
  • Year-end statements and corporate tax when you need them
CPA
Review on Every
Monthly Close
1
Business Day
Reply Time
30
Day Free
Trial Included
CPA-Led Bookkeeping Every month, your books are reviewed by Robert Bartoszewicz, CPA.
What We Handle
QuickBooks Bookkeeping Services in Kelowna, BC

Everything your small 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
How It Works
Clean Books in 3 Simple Steps

Getting started is simple. We handle the heavy lifting from day one.

1

Book Your Free Call

A free 45-minute strategy session where we learn your business, assess your books, and recommend the right plan. Zero pressure, zero cost.

2

We Set Up & Organize

We connect to your QuickBooks Online, clean up any backlog, set up automations, and get your books current, usually within a few weeks.

3

Focus on Your Business

Your books are handled every month. You get clean reports, on-time filings, and peace of mind to focus on what you do best: growing your business.

Client Stories
Business Owners Who Got Their Time Back
★★★★★
"I used to dread going home after full days of work to handle the books. Now everything is updated daily and I have clean reports anytime to know exactly how my business is doing."
R
Rafal
Raffix Painting
★★★★★
"I thought I needed to do everything to grow my business. The sooner I let go of trying to do my books, the more I focused on growing my business and the quicker it grew."
J
Jarred
Synscape Enterprises
★★★★★
"As a busy parent running my business, I was sacrificing weekends with my family. [Robert] took it all off my plate. Now I have more peace of mind, and quality time at home."
M
Mike
P.E.A.K Consulting
Simple Pricing
Fixed Monthly Plans. No Hourly Surprises.

CPA review on every plan. Pick the tier that fits your 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

Questions
Frequently Asked About Our Bookkeeping Services
What bookkeeping services does Founders Family Wealth Tax & Accounting provide?
We provide CPA-led QuickBooks Online bookkeeping, including monthly bank reconciliations, transaction categorization, payroll processing, GST/HST filing, financial reporting (P&L, Balance Sheet, Cash Flow), accounts receivable and payable management, catch-up bookkeeping for overdue records, and custom QBO dashboards. Every monthly close is reviewed by a Chartered Professional Accountant.
How much does bookkeeping cost in Kelowna?
We offer three fixed monthly plans: Starter at $299/month for solopreneurs with simple needs, Growth at $499/month for established small businesses (includes GST filing), and Scale at $899/month for growing businesses that need payroll and full-service support. All plans include CPA review and a 30-day free trial, with no hidden fees or hourly billing.
What makes Founders Family Wealth Tax & Accounting different from other bookkeepers?
Your bookkeeping is led by Robert Bartoszewicz, CPA, and every monthly close gets a CPA review, so your records are reconciled, organized and ready for year end and tax time. We work exclusively in QuickBooks Online, so you get people who know the platform inside and out. And when you need year-end financial statements or a corporate tax return, our firm can take those on too, so your books and your year end stay under one roof.
Do I need to use QuickBooks Online?
Yes. We work exclusively in QuickBooks Online because we believe it's the strongest cloud platform for Canadian small businesses. If you're on a different system (Xero, Wave, spreadsheets, or a shoebox of receipts), our $497 QBO Setup package handles the full migration, including chart of accounts, bank connections, and hands-on training.
What if my books are months or years behind?
This is one of the most common reasons people reach out. Our catch-up bookkeeping service is $150 per month of backlog. We'll get your books cleaned up, reconciled and current, usually within a few weeks. Once you're caught up, you roll right into your regular monthly plan. Clients often tell us it feels like a huge weight lifted.
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, 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