Do I need a bookkeeper or an accountant?
This is one of the most common questions small business owners ask — and the answer is often both, but for different reasons.
A bookkeeper focuses on the day-to-day financial records of your business. This includes keeping transactions organized, reconciling bank accounts, processing payroll, and preparing and filing items such as GST and PST. Accurate bookkeeping gives you a clear picture of how your business is doing throughout the year.
An accountant typically becomes involved at key points, such as year-end. They review the financial information, prepare tax returns, and provide higher-level tax planning and advice.
These roles work best together.
By keeping your books accurate and up to date throughout the year, I help make the accountant’s job easier and help you avoid surprises at tax time.
Do you work with my accountant?
Yes. I work collaboratively with accountants and provide clean, organized, and accurate records to make year-end reporting as smooth as possible.
If you already have an accountant, I’m happy to work with them directly. If you don’t, I ensure your records are prepared in a way that any accountant can easily work with.
What types of businesses do you work with?
I work with small businesses across British Columbia, including:
• Marine construction
• Sawmills
• Construction Trades
• Hair Salons
• Day Spas
While these are some of the industries I’ve worked with, my approach is flexible and tailored to each business.
How often will we communicate?
Communication is an important part of my work. I believe in keeping things clear and straightforward.
Depending on your needs, communication may be monthly, quarterly, or as questions come up. My goal is for you to always know where things stand — without being overwhelmed.
Do you work remotely?
Yes. While I’m based in Campbell River, I work with clients across British Columbia.
Remote bookkeeping allows for flexibility while still providing consistent, reliable support.
What if my books are behind?
You’re not alone — this is very common.
I offer catch-up and clean-up services to bring your books up to date in an organized, manageable way. There’s no judgment — just a clear plan to get things back on track.
How do I get started?
The first step is a conversation.
You can reach out through the contact page to briefly tell me about your business and what you’re looking for. From there, we can discuss next steps and see if we’re a good fit.