Notice: We are committed to the safety of our valued staff, clients and friends.
If you are feeling unwell, have a fever, cold, running nose, sore throat, have been in contact with someone with COVID-19 or suspected of having COVID-19, please do not enter our office. We would be happy to speak with you on the phone, or make other arrangements via Zoom meetings.
In the event that you are sick and have an appointment, please call to reschedule.
Thank you for your understanding. "We are all in this together."
Having more than 35 years' experience in bookkeeping, income tax preparation and trust accounting, X’Lance Bookkeeping Ltd is well qualified to assist small business owners as well as individuals with their bookkeeping, planning and income tax needs.
From our head office in Penticton, B.C., we serve all communities from the U.S. border at Osoyoos to the north side of Kelowna. In these difficult times, small businesses and individuals need to carefully plan their finances to ensure that both their business and personal endeavors remain viable.
When dealing with finances, stress is a huge factor. By engaging professional help, our clients can relax in the knowledge that they know exactly where they stand and where they are going. When it comes to bookkeeping and taxes, we provide the resources for a broad range of services.
Our Office or Yours
Sometimes, our clients want us to do some of the bookkeeping functions in their offices. In those cases, our staff will work on site to either work on the books or assist your staff when they encounter difficulties.
Experienced in both QuickBooks® and Sage 50 Accounting, we are able to provide any support needed.
Our pricing is based on the complexity and amount of time required. Normally, we project the time and expertise required and quote on a flat rate basis. Using this method, our clients know exactly how much their bookkeeping costs will be for the next year.
We specialize in serving small business owners with offsite bookkeeping services. Using the latest technology, we are able to fill owners' needs for bookkeeping at a reasonable price.
Our technological advances will enable you to have the advantage of immediate bookkeeping services, without the employee payroll and associated costs. A monthly contract fee keeps your bookkeeping costs constant regardless of the hours required by staff.
Business owners/managers need to spend time in making decisions and ensuring their staffs are producing profit earning products or services. That’s why the daily bookkeeping needs of the company should not be taking up valuable leadership or production time. Power in the business world is knowledge, especially financial knowledge!
Good bookkeeping practices keep you up to date and on track, enabling the decision-making process. Our systems will make you aware of your profitability or identify those warning signs of potential financial problems ahead.
• Cash Management
• Full Cycle Bookkeeping
• Monthly Financial Statements
• General Ledger
• Bank Reconciliation
• Accounts Payable
• Accounts Receivable
• Year-end Closing
• Inventory Tracking
• Government Reporting
• GST Filings
• PST Filings
• Credit Card Reconciliation
• Time and Expense Tracking
• Budget Preparation
• Job Costing
As members of The Canadian Payroll Association, we are have further expertise in the payroll cycle and are pleased to offer this as a stand alone service.
Every year changes are made in the Income Tax Act that affect every taxpayer. Without help, it is easy to miss new opportunities to obtain both refundable and non-refundable tax credits. We are trained for the new tax year in a line-by-line analysis of the tax forms. Our purpose is to help you pay only the correct amount of taxes required and find ways to save for the future that is always changing. We will help you make the best decision for your family in tax matters.
We pride ourselves on providing confidential, convenient, and accurate tax preparation for individuals and families. We are confident that our clients can rest assured they have filed a proper tax return. In fact, we are so confident of our work that we will represent you with Canada Revenue Agency should your return be questioned.
As a business, we work closely with small business owners and corporations. Specializing in home-based business, we maximize your expenses to ensure you receive full benefit of deductions allowed by Canada Revenue Agency. We do not prepare corporate returns, however, we work closely with Kemp Harvey Kemp Inc. and Grant Thornton LLP among other accounting firms in Penticton according to our client's needs and would be pleased to refer your corporate tax needs to their office.
Because we will file your return electronically the day you review it to ensure accuracy, you will receive your refund, if eligible, faster than any other method of filing. Working with the latest technology, our service charges are kept to a reasonable level. We offer discounts for families with multiple returns. We also provide pick-up and delivery in the South and Central Okanagan. You receive a worry free tax preparation!
X'Lance Bookkeeping Ltd incorporated in 2007. Our Staff is well trained and here to help your bookkeeping be smooth and stress free! We pride ourselves on providing confidential, convenient and accurate records and tax returns.
Come get to know our Staff!
Deborah, President of X'Lance Bookkeeping Ltd., is originally from Edmonton and holds a Diploma in Administration from Athabasca University. She has been involved in financial management positions for 35 years. She is a Certified QuickBooks ProAdvisor Desktop and QuickBooks Online®, a Sage 50 Premier Advisor and a Member of the Institute of Professional Bookkeepers of Canada and member of The Canadian Payroll Association. She is approved on an annual basis as a certified E-Filer with Revenue Canada.
Encrypted & Secure File Transfers
X'Lance Bookkeeping uses e-Courier to send and receive files via an encrypted web server. This service is free to all of our clients.