AI Bookkeeping Services in Kelowna
Save time, cut costs and grow with bookkeeping services for your Kelowna business
Complete Bookkeeping Solutions
Tailored for Kelowna businesses - from wineries, tourism, tech startups, construction, and professional services.
Automated Reconciliation
Bank and credit card reconciliations done automatically with AI accuracy
GST/PST Filing
Federal and BC sales tax preparation and filing for Kelowna businesses
Expense Tracking
Smart categorization of receipts and expenses with AI insights
Payroll Processing
Complete payroll services for growing businesses
CPA Review & Year-End
Professional CPA review of your bookkeeping and complete year-end preparation
Financial Statements
Monthly, quarterly and annual financial statements for informed decision making
Access to CPA
We have partnered with a CPA to prepare & review your year-end.
Monthly Bookkeeping Review
- •Professional CPA review of transactions
- •Accuracy verification and error correction
- •Tax compliance checks and optimization
- •Financial statement preparation
Quarterly Reviews
- •Comprehensive financial analysis
- •GST/PST reconciliation and filing
- •Business performance insights
- •Tax planning recommendations
Year-End Preparation
- •Complete year-end financial statements
- •T2 corporate tax return preparation
- •T1 personal tax return for business owners
- •CRA audit support and representation
Ongoing Support
- •Direct access to your assigned CPA
- •Business advisory and consulting
- •Tax planning and strategy sessions
- •CRA correspondence handling
Why Choose ClearBooks AI in Kelowna?
Serving Kelowna and the Central Okanagan
AI processes documents in minutes rather than days
HTTPS, bank-level security and encryption
CRA-compliant categorization and reporting
Transparent Pricing
Choose the plan that fits your Kelowna business
| Plan | Monthly $ | No of Transactions | Staff Size | No of Credit/Bank Statements | Revenue | Includes payroll? |
|---|---|---|---|---|---|---|
| Solo | $99 | 100 | 0 | Up to 2 | < $100K | No |
| Basic | $299 | 300 | Up to 2 | Up to 3 | $100K - $500K | Yes |
| Pro | $599 | 1,500 | Up to 5 | Up to 5 | $500K - $1M | Yes |
All plans include unlimited email/phone support
About ClearBooks AI
We're a local, BC-based bookkeeping service serving Kelowna, BC, leveraging AI to provide you with affordable, efficient, accurate financial management for small and medium businesses throughout the Central Okanagan.
Our mission is to save you money, time and help your business thrive in the competitive Kelowna market. Whether you're downtown, in West Kelowna, Lake Country, Peachland, or anywhere in the Central Okanagan, we've got you covered.
Registered in BC, serving the region
AI-powered solutions for modern business
Ready to Transform Your Bookkeeping?
Join Kelowna businesses to save time and money with ClearBooks AI