Your Partners in Prosperity
  • small business accountants okanagan
  • Chartered Professional Accountants Okanagan
  • chartered professional accountants white kennedy south okanagan

small business tax

#1 – Sign the Canadian Federation of Independent Business Online Petition HERE

#2 – Email Finance Minister Bill Morneau by clicking HERE

01

Your Partners in Prosperity

Your Partners in Prosperity

Since 1992, our team at White Kennedy have been committed to helping our clients plan for success. We are a full-service Okanagan Chartered Accounting firm providing the Valley with exceptional, personalized service at competitive rates. With progressive, experienced accountants in Penticton, 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.

02

Experts in Small Business Solutions

Experts in Small Business Solutions

As the largest independent South Okanagan accounting firm, some of White Kennedy’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. For a more detailed list of our services, please go to our Client Services page
White Kennedy combines the knowledge and experience of a large accounting firm with the personal attention and availability you appreciate from a hands-on entrepreneurial firm. Our team approach to your business, extensive expertise and integrity are key to our growth over the past 24 years.

accounting firms south okanagan
03

Experienced. Knowledgeable. Results Driven

Experienced. Knowledgeable. Results Driven

White Kennedy’s respected team of Osoyoos, West Kelowna and Penticton accountants provide progressive business solutions for businesses and professionals by drawing on our years of accounting and business expertise, considerable experience with other clients, and our proven capabilities for creative problem solving.
WIth a team of chartered professional accountants in Penticton, West Kelowna and Osoyoos, White Kennedy believes that extensive partner involvement builds a mutually beneficial relationship. We find working as a team, immersing 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.

Progressive Solutions for Small Businesses In The Okanagan

White Kennedy offers a comprehensive range of business and accounting services to help individual and business clients prosper. Our Penticton accountants, West Kelowna accountants and Osoyoos accountants believe our clients benefit from personalized, exceptional service that is beyond comparison.  

Celebrating 25 years in business, White Kennedy Chartered Professional Accountants are the leaders in personal and business accountants in Penticton, West Kelowna and Osoyoos.  We are proud of the fact that we are the largest independent accounting firm in the South Okanagan – all thanks to our customer focused approach.

Let our West Kelowna, Osoyoos and Penticton accountants look after your accounting and business needs.  We specialize in: tax preparation, accounting services, tax strategies and financial planning for small businesses and professionals throughout the South Okanagan.

Our goal is to provide you with progressive advice and impeccable service on business and tax planning strategies that will maximize your after-tax income, and minimize personal and corporate taxes.  Our clients generally tell us that we save them time and money, while making them feel comfortable and respected.  In fact, many clients believe that we provide the best small business accountants in Penticton and South Okanagan!

Because we specialize in small business accounting in the South Okanagan, White Kennedy has put together information that will support your company financially in a number of ways.  As part of our comprehensive small business accounting resource center, we offer you access to a number of resources which include: seminars, business coaching, business growth programs and an extensive library.

Our accounting service list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

Full Accounting and Business Services for Businesses & Professionals

Here are just a few examples of what we offer:

business succession planning okanagan

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 of a business penticton

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.

estate planning penticton

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.

business succession planning okanagan

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.

purchase of a business penticton

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.

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.

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.

estate planning penticton

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. Our experienced team will provide you with an objective and accurate valuation of your business assets and goodwill.

25
Number of Years in Business
3
Number of Offices in
The Okanagan
36
Number of Staff to
Serve You
15,124
Cups Of Coffee During Tax Time

UP TO DATE TAX FEED

Stay informed!