Kelowna-Bookkeeping Co

Great News! All Kelowna Bookkeeping services are now Cloud-based. We’ve gone Virtual in order to serve you better. Schedule a Zoom meeting with us today!

Bookkeeping, Accounting & Tax Services for Kelowna, B.C. In the heart of the Okanagan

Judy Rheault

Accounting, tax preparation and financial services

If you're in need of accounting or financial services, give us a call! It would be our pleasure to apply our experience to your specific situation. At Kelowna Bookkeeping Co., we specialize in financial consulting and various services for startups, small businesses, sole proprietors and individuals.

Our company is based on the belief that our customers’ needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals. We would welcome the opportunity to earn your trust and deliver you the best service in the industry.

Judy Rheault, CPB
Certified "Ninja" Bookkeeper
Kelowna Bookkeeping Co.
IPBC Certified

Top Ten Reasons to Outsource your Bookkeeping

    1. Much lower cost than a full or even part-time bookkeeper on staff. Factor in payroll costs, health insurance, worker’s compensation, vacation pay, retirement benefits, and the cost to hire and oversee an employee and outsourcing is significantly less money.
    2. Professional attention to detail. An employee is paid for their time just to show up, but a bookkeeping service is paid to do your books accurately and promptly.
    3. Less of your time required. Gain back the time you spent on record-keeping, training, and overseeing an employee. We are quite capable of working independently with a minimum of your time required.
    4. Avoid financial headaches. We can automatically bill and remind your customers to pay for your services, and pay your bills on time.

5 Explosive Bookkeeping Tips

    1. Always keep your business finances separate from your personal finances. Don’t give the tax auditor a reason to audit both.
    2. File all your tax compliance reports on time to avoid penalties, even if you can’t pay the amount owing.
    3. Keep organized by:
      • developing a method for handling all your paperwork;
      • entering your bookkeeping data in batches; and
      • reviewing your bank statement and financial reports monthly.
    4. Audit proof your records.
      • Keep all your receipts, no matter how small the amount and make sure they are legible. Receipts you must keep include debit receipts and credit card receipts.
      • Deposit all your business cash flowing into the business … so you can prove what was income (taxable) and what was contributions or loan proceeds (not taxable).
    5. Keep a business journal to diarize your logic for your business ventures. It will help show you incurred the expenses with the expectation of profit.

What Kelowna Bookkeeping Clients Say

  • Working with Judy has been a delight. She's super organized and always dependable not to mention a ton of fun!

    I highly recommend Judy for any book keeping needs you may have.

    Laura Decker,
    Branch Manager, TD Canada Trust

  • The most reliable and valuable advisors in your life are the people you trust. Judy Rheault took on the challenge of my 2010 income tax return without a hitch.

    Judy assisted me and my business in managing wealth and profitability, planning cash flow, and minimizing taxes.
    She offered complete solutions for tax return preparation. I will continue to use her services in the future as I can count on her each and every time.

    November 2, 2011

    Andrea Migotto,
    Professional Organizer, Motorcycle Instructor
    and Partylite Consultant

  • Judy is the best – she is professional, quick, and asks questions not all of us would think of to make sure you are getting as much money back as possible.

    Amber Jones,
    Sales Director, Cherry Hill Coffee

  • I would like to thank Judy at Kelowna Bookkeeping for getting me out of a bind. 5 years in overdue taxes and she managed to get me money back!

    Her expertise and advice have also helped me with starting my new company. She knows business so had very helpful suggestions and great contacts.
    Very professional, honest and quick. Thank you! I look forward to working with you in the future.

    Rupert Piper,
    Executive Flight Centre (and the new Gulf Stream Aviation Services)

  • Judy is a breathe of fresh air. She's so easy to work with, always punctual, and never disappoints. Tax season is easy with Judy!
    Obviously knows what she's talking about, and will give you the level of service you need without charging an arm and a leg. Thank-you Judy!


  • When our business was only a few months old we realized we needed a bookkeeper to help us set up our books. We contacted a friend of a friend who was trying to establish a bookkeeping business. We thought helping him out would in turn help us out. How wrong was the decision!
    We then checked out possible bookkeepers on the internet and came across Kelowna Bookkeeping Co. Little did we know then how valuable that find was! Judy organized our whole bookkeeping system and got everything posted and up to date.

    We now know how important it is to use the services of a bookkeeper who really has the knowledge and experience to do the job.

    Judy is professional, friendly and knowledgeable. She cares about her clients and treats their business as if it was her own. I’d highly recommend her services to anyone.

    Barb Taylor,
    The Wedding Cafe

  • Judy has an amazing talent for getting down to it and making sense of my financial world in a way that inspires confidence and trust that I have everything in order.

    Judy saves me sleepless nights by taking care of my financial business, so that I can focus on what is important to me in my business. I would highly recommend her to anyone.

    Beth Veenkamp,
    Constructing Life Coaching

  • Judy has worked for me as an Executive Assistant and bookkeeper. In those roles, she dealt directly with customers, suppliers, service providers, stockbrokers, investors, directors and others on a wide variety of issues. Judy was responsible for and controlled all aspects of the functioning of our office. She implemented detailed accounting systems for five corporations and a limited partnership, provided monthly financial reports and prepared year-end financial statements for all companies.

    These financial statements were subsequently reviewed by our chartered accounting firm and not one material adjustment was made to the statements. Indeed, the accounting firm went out of its way to complement the quality of her accounting work.
    During the time she worked in our office, Judy reorganized and vastly improved the office filing system, planned and organized a partners’ conference in Banff and coordinated a number of directors meetings for public companies.

    She also prepared detailed reconciliations of complicated stock trading activities, prepared minutes of meetings, compiled packages of information for investors, organized travel plans and coordinated a wide variety of other activities.
    Throughout the time that Judy worked for me, she demonstrated incredible initiative, enthusiasm and dedication, a high level of competence and a very strong work ethic.

    Judy is intelligent, professional, conscientious, inquisitive, independent and a pleasure to work with. I would highly recommend her to any business looking for any of the above mentioned types of services.

    Myron Tetreault,
    Chairman, Calafate Holdings Ltd

  • Kelowna Bookkeeping Co. is the best! Judy Rheault is extremely knowledgeable and helpful. We hired her to do our bookkeeping and during that time she mentored me in becoming more proficient in QuickBooks while she over saw our books on a monthly basis.

    Judy’s company is very professional and the best at what they do. I would highly recommend their services to anyone looking for a bookkeeper.

    Janice Taylor

  • I have known Judy Rheault first professionally and then personally for over ten years. Her bookkeeping skills are outstanding. She is diligent and pays great attention to detail. She also has a great understanding of investment and business needs as well.

    Judy is enthusiastic, upbeat and very friendly. Her enthusiasm and passion inspired me to learn bookkeeping.

    I would recommend Judy Rheault for all of your bookkeeping/business needs.

    Laurie McKendry,
    Lauron Enterprises

  • We hired Judy when we were knee deep in a sea of papers and no idea what do do. Our business structure is complicated with both USA and Canadian operations. We had multiple corporations which Judy was able to streamline and even recover errors from previous tax work. The most impressive trait about Judy is that she treats our business like her own and she is an important part of our team.
    She cares about the growth of our business and is very experienced in systems and structures that empower us as business owners. Because of her guidance, we now understand how our business works and how it is organized, without having to be burdened with tasks we’d rather not do.

    I can’t imagine where we’d be without her, frankly!

    Monica & Norbert Orlewicz, Massiff Marketing Inc.

Read More Endorsements >>


Phone: 250 870-4554

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