Executive Accounting

Welcome to Executive Accounting Services, a reputable Chartered Professional Accountant firm located in West Kelowna, British Columbia. Our firm is dedicated to providing high-quality accounting and tax-related services to businesses and individuals in Kelowna, West Kelowna, Peachland, Summerland, Lake Country, Penticton, and Vernon.

Our principal accountant, Rick, has a diverse background in accounting and business, which enables him to provide professional services that go beyond basic accounting and tax preparation. With his expertise in strategic business planning, Rick has helped many clients grow and succeed in their businesses. At Executive Accounting Services, we understand that every situation is unique, and we strive to provide personalized solutions that work best for our clients.

Services Offered

At Executive Accounting Services, we offer a comprehensive range of professional services that cater to the needs of businesses and individuals. Here are the services we provide:

Corporate & Personal Tax Preparation

We offer tax preparation services for corporations and individuals, ensuring that our clients comply with tax regulations while maximizing their tax savings. Our team stays up-to-date with the latest tax laws and regulations to provide accurate and informed advice to our clients.

Full Cycle & Year-End Accounting

We provide full-cycle accounting services, from bookkeeping to financial statement preparation. Our team can help businesses manage their financial records, track their financial performance, and provide accurate financial statements.

Strategic Business Planning

Our team has expertise in strategic business planning, helping businesses develop long-term plans that align with their goals and objectives. We work closely with our clients to understand their business needs and provide tailored solutions that enable them to grow and succeed.

Purchase and Sale of a Business

We offer advisory services for businesses that are planning to purchase or sell a business. Our team can provide valuation services, due diligence support, and negotiation assistance to ensure a successful transaction.

Business Succession Planning

We help businesses plan for their future by providing business succession planning services. Our team can assist in developing a succession plan that ensures a smooth transition of ownership and minimizes disruption to the business.

Estate Tax Planning

We provide estate tax planning services to help individuals and families plan for the transfer of their wealth. Our team can provide advice on estate tax laws, strategies for minimizing estate taxes, and the preparation of estate tax returns.

At Executive Accounting Services, we are committed to providing exceptional service to our clients. We understand the importance of building strong relationships with our clients, and we strive to provide personalized solutions that meet their unique needs. Contact us today to learn more about how we can help you.