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Canada’s Accounting Partner Based in Kelowna, BC.

Outsource your bookkeeping to gain clarity and confidence. We handle your books so you have the freedom to run your business.

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Our Advantage

Why Switzer & Co.?

Switzer & Co. provides accounting services that keep your business compliant and decision-ready. From monthly bookkeeping, AR/AP, and bank reconciliations to payroll administration and CFO advisory, our senior team delivers accurate numbers and proactive guidance. Because we’re local and hands-on, you get faster responses, cleaner records, and reports you can act on. Choose a transparent monthly package and add services as you grow. Prefer year-end only? We’ll reconcile your accounts, prepare financials, and coordinate your T2 corporate tax filing. Book a free consultation to see how our process saves time while improving cash flow and clarity. Outsource your bookkeeping to gain clarity and confidence. We handle your books so you have the freedom to run your business.

OUR ACCOUNTING SERVICES

We’re Here to Support You

Accounting, reporting, and CFO advisory services tailored to your business & dedicated to delivering peace of mind and expert guidance.

Get Paid Faster

Accounts Receivables

We streamline invoicing, payment tracking, and client communications. Stay on top of receivables with clear reports, customer statements, and tools that keep your cash flow healthy and predictable.

Pay With Confidence

Accounts Payables

We manage your bills, vendor payments, and documentation with precision. From utilities to subcontractors, we ensure timely payments, accurate records, and full compliance so nothing falls through the cracks.

Staying Balanced and Accurate

Reconciliations

We reconcile your bank, supplier, customer, and vendor accounts with accuracy and consistency. Stay audit-ready and informed with clean records and dependable financial clarity.

Clarity Through Numbers

Financial & Management Reports

Understand your business performance with tailored reports and insights. From forecasts to KPIs, we deliver the financial clarity you need to plan, grow, and make confident decisions.

Strategic Insights & Smarter Decisions

CFO Services

Empower your business with clarity and control. Our advisory services include financial planning, performance analysis, forecasting, risk management, and compliance support, tailored to help you grow with confidence.

Payroll Made Simple

Payroll Administration

Stay compliant and organized with direct deposit, employee access, and expert support. From onboarding to reporting, we streamline payroll and tax remittances while supporting your team and protecting your business.

Affordable Monthly Accounting
$1,150/ mo
  • Monthly bookkeeping & bank rec (up to 2 accounts)
  • Income & expense recording
  • Quarterly GST/PST Filing
  • Year-end financial statements
  • Annual WCB (if applicable)
  • Email support
$1,500/ mo
  • Everything in bronze
  • Invoicing entry & payment tracking (AR)
  • Client statements & aged receivables report
  • Montly expenses & document management
  • Monthly bill payments (AP) (utilities, rent, etc.)
  • CRA installments, WCB/insurance/strata admin
  • Priority support
$2,100/ mon
  • Everything in silver
  • Monthly KPI dashboards
  • Cash flow forecasting
  • Budget & variance-analysis
  • Quarterly performance reviews
  • Tax strategy & corporate structure advisory
  • Optional payroll administration
$13,800/ year
  • Monthly bookkeeping & bank rec (up to 2 accounts)
  • Income & expense recording
  • Quarterly GST/PST Filing
  • Year-end financial statements
  • Annual WCB (if applicable)
  • Email support
$18,000/ year
  • Everything in bronze
  • Invoicing entry & payment tracking (AR)
  • Client statements & aged receivables report
  • Monthly expenses & document management
  • Monthly bill payments (AP) (utilities, rent, etc.)
  • CRA installments, WCB/insurance/strata admin
  • Priority support
$25,200/ year
  • Everything in silver
  • Monthly KPI dashboards
  • Cash flow forecasting
  • Budget & variance-analysis
  • Quarterly performance reviews
  • Tax strategy & corporate structure advisory
  • Optional payroll administration
HOW IT WORKS

A Clear, Predictable Process

Onboarding that respects your time and continues with steady, dependable execution each month.
1

Onboarding & Discovery

We assess your systems, workflows and goals.
2

Setup & Clean-Up

We transition, reconcile and establish document flows.
3

Monthly Management

We run AR/AP, filings and reviews on cadence.
4

Strategic Reviews

Quarterly/annual check‑ins to plan growth.

Do you provide audited financial statements?

Can you work alongside my current bookkeeper?

Do you provide software training & support?

Do you offer CFO Services?

Can you provide management, director and/or shareholder consulting and advisory services?

Yes.
At Switzer & Co., we offer comprehensive consulting and advisory services tailored to business leaders, directors, and shareholders. Our support includes:

Strategic Advisory & Management Consulting

  • Management reporting & consulting
  • Risk management
  • Legislation & regulatory guidance
  • Annual shareholder meetings
  • Business structure & governance

Business Development

We help align your organization with a clear plan of action, ensuring resources are effectively allocated to meet your goals.

  • Business planning
  • Marketing & sales strategy
  • Action & digital plans
  • Tax planning
  • IT strategy

Supporting Business Leaders

We guide decision-makers in managing operations and leading teams with confidence.

  • Operational consulting
  • Human resources support
  • Digital integration
  • Analytics & planning
  • Learning & development
  • Pricing & revenue management
  • KPI analysis
  • Growth strategy
  • Asset Management
  • Share structure options

Please note: We are not lawyers. We can only provide options, not legal advice.

Work with Switzer & Co. Today

With the services, tools and resources to make your workday easier and a support team excited about helping you out.
Doing business has never been easier.

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Accounting

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Income Tax Preparation & Consulting

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Managed IT Services

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Business Advisory & Consultation

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