West Kelowna 250.768.3400 | Osoyoos 250.495.2688 info@wkgroup.ca

Your Partners in Professional Personalized Service

Small Business Accounting Solutions

Our team at WK Group LLP have been committed to helping our clients plan for success. We are a full-service Okanagan Chartered Professional Accounting firm providing the Valley with exceptional, personalized service at competitive rates. With progressive, experienced accountants in West Kelowna and Osoyoos, we are small enough to be readily accessible and large enough to offer a full range of professional services and a wide range of experience.

meet our partners

We take great satisfaction in helping you achieve your financial and business goals.  We strive to provide small businesses in the Okanagan with relevant and effective accounting advice helping clients to meet their desired results.  We do our best to exceed our clients service expectations and are proud of the services we offer our clients, their colleagues and business associates.  As a result, we have enjoyed close working relationships with some of our clients for years.  We thank our clients that have been with us and look forward to continuing and developing new relationships both with our clients and others in our community.

Jeff Duguid, CPA, CA

jeff duguid osoyoos accountant

Jodi Hansen, CPA, CA

jodi hansen west kelowan accountant

Aaron Dodsworth, CPA, CA

aaron dodsworth west kelowna accoutant

OUR SMALL BUSINESS ACCOUNTING + TAX SERVICES

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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.

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.
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Estate & Trust Tax Preparation

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.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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.

Corporate + Personal Tax Preparation

Our team takes a proactive approach to tax services by keeping up with the new tax laws and legislation. We have the expertise and knowledge to minimize your tax in the current year as well as in the future through tax planning.

Audits Reviews and Compilations

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.

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 Consulting

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.  A professional and objective business assessment is a necessary component of many transactions, such as purchase, sale or reorganization of a business, shareholder and partnership agreements, matrimonial settlements, or estate proceedings.

FOCUS ON YOUR SMALL BUSINESS AND

WE’LL HELP YOU PROSPER WITH PROGRESSIVE ADVICE AND PERSONAL SERVICE.

Your Partners in Success

Our team at WK Group have been committed to helping our clients plan for success. We are a full-service Okanagan Chartered Accounting firm providing the West Kelowna, Oliver and Osoyoos with exceptional, personalized service at competitive rates. With  experienced accountants in the South Okanagan, we are small enough to be readily accessible and large enough to offer a full range of professional services and a wide range of experience.
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Experienced. Trusted. Results Driven

We immerse ourselves in your business, its goals and objectives to develop a deep understanding of your needs results in progressive advice and solutions that enables your business to grow and prosper.  Your business will always work with an experienced, senior accountant that will make it a point to know your business inside out.  We pride ourselves on ensuring all our clients work directly with senior level staff.

Experts in Small Business Solutions

As a respected and trusted South Okanagan accounting firm, some of WK Group’s services include year end financial preparation and filing of corporate tax returns, financial consulting, instruction for incorporating your business, personal and business income tax preparation, cash flow projections and budgets, tax planning and estate planning, audits and more.

We combine the knowledge and experience of a large accounting firm with the personal attention and availability you appreciate from a hands-on entrepreneurial firm your small business deserves.

Focus on running your business and let us focus on your profits!

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