Client Services

Our firm offers a wide range of services to individuals, businesses, and not-for-profit organizations. Our clients benefit from personalized, quality service. Listed below are many of the services we provide and a brief description of each.

As the list below is by no means exhaustive, please feel free to inquire about a service if you do not see it listed.

Click on the links below to read a description.

Income and Other Taxes

Income and Other Taxes

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

  • Tax planning for individuals and corporations
  • Tax return preparation for Individuals, Corporations, Estates and trusts, and for Not-for-profit organizations
  • GST tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Financial Statements

Financial Statements

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit - an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use and income tax.

Accounting Software Selection and Implementation

Accounting Software Selection and Implementation

With the number of computerized accounting software packages available for small businesses and individuals, selecting one that is right for you may be a challenge for your business. As accounting professionals, we have extensive knowledge of Sage 50 (formerly Simply Accounting), QuickBooks, and AccountEdge. Our experienced staff can help you choose and implement the system that best fits your needs.

We are Sage 50 Premier Advisors and QuickBooks Pro Advisors.

Accounting and Other Business Services

Accounting and Other Business Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations can run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup for new businesses

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system, prepare payroll, and prepare all necessary payroll tax returns, including source deductions, T4's and T4 Summaries, in a timely manner.

Federal Sales Tax

Many of our clients are responsible for collecting and remitting GST. We can assist your company in the compilation of information and preparation of GST tax returns, and in controlling your sales-tax-related costs.


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Business Planning and Consulting

Business Planning and Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Buying/selling a business
  • Financial & retirement planning
  • Estate planning

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Business Succession Planning

Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Business Start-Up Services

Business Start-Up Services

Are you thinking about setting up a business in the Okanagan Valley?

Starting a new business can be difficult, but we can provide you with assistance by helping you decide if you should form a proprietorship or if you should consider incorporating your business. We can also help you develop a business plan, offer advice regarding necessary registrations, licenses and tax implications of your enterprise, and together we can plan a strategy, time line and budget to suit your needs.

We can also assist you by critically looking at the market your business will reach and strategically developing initiatives to expand for greater success.

Personal Financial Planning and Consulting

Personal Financial Planning and Consulting

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

© 2021 J. Kirby & Company Inc.