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Excel Accounting Service Excel Accounting Service
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Business Details
40 Years
experience
Trusted Accounting and Bookkeeping Services in Stratford, PEI
Founded in 1986, Excel Accounting Service has built a reputation for delivering reliable, tailored financial solutions to businesses across Prince Edward Island. Our team of certified professionals specializes in bookkeeping, income tax preparation, medical billing, and accounting software integration, ensuring clients can focus on core operations while we handle financial complexities. With decades of combined experience, we prioritize integrity, confidentiality, and technological innovation to meet the evolving needs of owner-operated businesses, corporations, and non-profits. Our commitment to personalized service is reflected in long-standing client relationships and testimonials highlighting our expertise in streamlining financial processes.

As a locally owned firm, we combine deep community knowledge with industry-specific certifications, including Sage Certified Consultant status, to provide actionable insights and customized software solutions. By offering ongoing support and training for platforms like Sage Accpac and BusinessVision, we empower businesses to enhance efficiency and make data-driven decisions. Our dedication to accuracy and client satisfaction has made us a trusted partner for over 35 years, serving industries ranging from healthcare to construction.
Services
Bookkeeping Income Tax Filing Medical Billing Accounting Software Training E-File Services
Details
  • Year established: 1986
Highlights and features
  • We offer 35+ years of experience in accounting and bookkeeping services.
  • Our team holds certifications including Certified Professional Bookkeeper (CPB) designations.
  • We provide tailored software solutions for Sage Accpac and BusinessVision users.
  • Our local expertise serves Prince Edward Island businesses with personalized attention.
  • We implement customized integrations to reduce labor and operational costs.
Associations and certifications
  • Institute of Professional Bookkeepers of Canada
  • Sage Certified Consultant
What people say
Knowledgeable staff Efficient service Expert advice Peace of mind Professional support
Update Listing
Services
Bookkeeping
Our bookkeeping services manage all aspects of financial record-keeping, including accounts payable/receivable, payroll processing, and financial statement preparation. We ensure accurate tracking of deposits, tax payments, and weekly reporting to maintain organizational clarity. Clients benefit from secure, confidential management of financial operations, allowing them to focus on business growth.
Income Tax Filing
We specialize in T1 Income Tax Return services with E-File capabilities for expedited processing. Our team ensures compliance with current tax laws while maximizing client entitlements. By handling documentation securely, we provide timely, accurate filings with most returns completed within two weeks, supported by year-round advisory assistance.
Medical Billing
Our medical billing service processes claims submission and payment tracking for healthcare providers. We handle direct billing to agencies like Workers Compensation and Health Agency, ensuring accurate, timely submissions. With dedicated specialists managing over 50 physicians' claims, we provide detailed reporting and reconciliation to optimize revenue cycles for medical practices.
Accounting Software Training
We offer certified training and implementation for Sage Accpac, BusinessVision, and Spire software. Our consultants provide customized integration solutions, workflow optimization, and ongoing technical support. Clients receive tailored guidance to consolidate accounting functions, reduce manual processes, and improve financial reporting efficiency through advanced software capabilities.
E-File Services
Our E-File service securely submits income tax returns electronically, accelerating refund processing times. Using encrypted systems, we ensure compliance while completing most filings within two weeks. This service includes preparation, verification, and submission of tax documentation, combined with expert advice to address individual or business-specific tax considerations.
People
Sherry White
Founder
Certified Professional Bookkeeper with 35+ years of experience, Sherry established Excel Accounting Service in 1986. She specializes in Sage Certified Consulting and manages a client base of over 200 businesses while mentoring a team of nine professionals.
Debby Beck
Accounting Software Consultant
Certified Sage Accpac and BusinessVision consultant with 13 years of technology experience. Debby provides software implementation, customization, and training solutions to businesses across PEI, focusing on operational efficiency improvements through integrated systems.
Stacey O'Shea
Bookkeeper
Certified bookkeeper specializing in tax preparation and Simply Accounting training. Stacey combines technical expertise with client relationship management, serving diverse industries while maintaining a focus on personalized financial solutions.
Kiela Muirhead
Senior Employee
Senior bookkeeper with 20+ years of experience, Kiela manages clients in retail, hospitality, and food & beverage sectors. Certified by the Institute of Professional Bookkeepers of Canada, she provides expert financial management and compliance support.
Alyssa O'Shea
Medical Billing Manager
Medical billing specialist overseeing claims processing for 50+ physicians. Alyssa ensures accurate, timely submissions to health agencies while managing office administration, combining precision with efficient healthcare financial management.
Questions
What accounting software solutions do you support?
We provide implementation, training, and support for Sage Accpac, BusinessVision, and Spire software, with customized integrations to optimize financial workflows.
Do you handle both business and personal tax filings?
Yes, we offer T1 Income Tax Return services for individuals and corporate tax preparation with E-File capabilities for expedited processing.
How do you manage medical billing claims?
We submit claims directly to Health Agency and Workers Compensation, track payments, and provide detailed reporting for over 50 physicians across PEI.
Can you help with software upgrades?
Our team provides expert guidance for upgrading accounting systems, including data migration, staff training, and customized application development for seamless transitions.
What industries do you serve?
We work with healthcare providers, construction firms, non-profits, retail businesses, and hospitality operations across Prince Edward Island.
Is your team certified in accounting standards?
Our staff holds Certified Professional Bookkeeper (CPB) designations and Sage Certified Consultant credentials, ensuring compliance with industry best practices.