We'll get all your Rocks in Place

At Banka and Company*, we provide a range of accounting, tax, and financial advisory services including:

Accounting

We will provide you with financial statements (Notice to Reader) or a simple income statement prepared for tax purposes. We can also handle all of your bookkeeping and payroll needs utilizing the Sage 50 (Simply Accounting) program.

Assurance Services

We provide review and audit engagements for small to medium sized businesses, real estate trusts, lawyers’ trusts, collection agencies’ trusts, and not-for-profit organizations (charities, societies, and associations).

Business Advisory Services

We help our clients understand where their business is today, where it’s going, and what needs to change. This includes providing clients with a wealth assessment, cash flow analysis, working capital management, and pre-financing assessments.

Canadian Tax Services

Preparation and electronic filing of personal, corporate, and trust returns with an eye to minimizing the tax you pay.

Corporate Tax Returns

We will prepare your annual corporate tax returns (T2) and file them electronically on your behalf.

Computer Services

Our staff can help you set up your Sage 50 software and provide you with whatever training and support you need.

We also provide technical and non-technical staff within BC with training in the use of CaseWare Working Papers including CaseView. Visit www.caseware.com/training/ for more information.

Tax Planning

We will help you minimize or defer your taxes by reviewing your compensation plan to determine what mix of salary, dividends, employee profit sharing, and corporate or personal taxes will result in the lowest combined tax payable. 

Statutory Filing Services

We will prepare and file your tax slips (T3s,T4s,T5s, T5013s, and T5018s) and prepare and remit your payroll, WCB, and GST/HST/PST on a monthly, quarterly or annual basis.

Year-End Financial Statements

We will design clear and comprehensive financial statements that will help you manage your business more effectively.

We want to be part of your small business team and provide you with the ongoing support needed to relieve stress and help you make the business decisions needed to achieve success.

Watch for the Quarterly
Newsletter
for seasonal tips,
tricks and strategies to make your
life just a little bit easier.

Read the Current Newsletter
Gabriele Banka also writes
for the Kelowna Capital News
twice per month. Have a read
through some of the Articles.

Capital News Articles
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