Business Details
17 Years
experience
Professional Bookkeeping & Tax Services in Okotoks
Founded in 2009, we are a full-cycle bookkeeping and tax solutions company serving businesses across Calgary and the Foothills region. With over 30 years of combined experience in accounting and business administration, our team specializes in leveraging technology to streamline financial processes and minimize errors. Certified by the Institute of Professional Bookkeepers and the Credit Institute of Canada, we prioritize personalized service, tailored software implementations, and proactive financial guidance.Our cloud-based systems enable seamless remote collaboration, ensuring clients maintain up-to-date records without the burden of manual processes. We focus on building long-term relationships, offering fixed-price packages to provide financial predictability, and supporting businesses from startup to cash flow optimization.
Services
Monthly Bookkeeping
Payroll Services
Tax Preparation
Accounts Receivable
Government Remittances
Software Training
Financial Reporting
Details
- Year established: 2009
Highlights and features
- 30+ years of combined experience in accounting and business administration
- Certified Xero advisors with advanced software implementation expertise
- Tailored fixed-price packages for predictable budgeting
- Proactive financial guidance beyond basic bookkeeping
- Secure cloud-based systems for real-time financial management
Associations and certifications
- Institute of Professional Bookkeepers
- Credit Institute of Canada
What people say
Accurately, quickly, care
Virtually hands free
Quick to respond
Professional and knowledgeable
Remote system kept me on track
Services
Monthly Bookkeeping
We provide comprehensive monthly bookkeeping services including transaction recording, bank reconciliation, and financial statement preparation. Our cloud-based systems ensure real-time accuracy while reducing manual work for business owners. Clients receive professional-grade financial reports to support informed decision-making.
Payroll Services
Our payroll solutions cover bi-weekly/monthly processing, T4 preparation, and CRA compliance filings. Using automated platforms, we ensure timely employee payments and accurate source deduction remittances while maintaining complete regulatory compliance for Alberta businesses.
Tax Preparation
We prepare corporate T2 returns and personal T1 filings using CRA-registered software. Services include year-end financial statement review, tax optimization strategies, and electronic filing capabilities to ensure fast, accurate submissions at competitive rates.
Accounts Receivable
Our receivables management includes invoice creation, client payment processing, and collections support. We implement automated reminder systems and maintain detailed aging reports to improve cash flow for small businesses.
Government Remittances
We handle all mandatory government submissions including GST returns, WCB reports, and payroll deductions. Our expertise ensures timely, error-free filings while keeping clients informed about changing regulatory requirements in Alberta.
People
Diana Stefanyshin
Founder & Lead Bookkeeper
Certified bookkeeping professional with 30+ years experience. Graduated with honors in Business Administration (Accounting) from SAIT in 2008. Specializes in technology-driven financial solutions and proactive business advisory services.
Questions
What accounting software do you work with?
We specialize in Xero cloud accounting software and Hubdoc document management systems, with certified advisors on staff for implementation and training.
Do you serve businesses outside Okotoks?
Yes, we serve clients throughout Calgary and the Foothills region including High River, Black Diamond, and Turner Valley.
How are your services priced?
We offer fixed-price packages tailored to each business's needs, with no hourly rates. Contact us for a customized quote based on your requirements.
Can you help with both bookkeeping and tax preparation?
Yes, we provide full-cycle bookkeeping plus personal and corporate tax filing services, ensuring seamless financial management year-round.
What experience do you have with small businesses?
Our founder has over 30 years of accounting experience, including 15+ years running this practice focused exclusively on small business financial solutions.
