Collaboration Efficiency Freedom

Gain clarity and control over the money side of your business so you can grow and work smarter.

Beyond Bookkeeping

Most business owners understand they wear many hats when they own a business. One of the first hats you can outsource is your bookkeeping. When you outsource your bookkeeping to a professional you will free up valuable time to focus on other aspects of your business. We are Certified Professional Bookkeepers. (YEAH it’s a thing! Check it at CPB Canada). We will ensure your bookkeeping is up to date and accurate allowing you to make better business decisions based on the financial position of your business. We have created a very efficient Cloud Based system so when you hand off your bookkeeping to us you will have still have access to everything 24/7. We are local and we will keep it that way, we are community focused and a % of our profits are reinvested into the community every quarter.

North Okanagan Bookkeeping North Okanagan Bookkeeping

Our Process

INTAKE FORM

North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping

After we review your intake form we will schedule a phone call to get to know your business, your goals, your pain points and determine if we are a good fit for you.

Deep Dive Review

North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping

We then have a meeting to review our fee proposals and determine the best package for you and your business.

Onboarding

North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping

Fill out our intake form to get started

Intake Form
North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping

Discovery Phone Call

Deep Dive Review of your current bookkeeping records – Yes this is a paid review $350+GST Why? It allows us to assess your current bookkeeping records and systems, outlining any inefficiencies or discrepancies that need addressing. It also gives us insight into the scope of worked involved each month.

North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping

Fee Proposal

Getting you onboard takes a bit of time and work but we will walk you thru every step of the way. Ensuring you are clear on what’s next.

INTAKE FORM

Fill out our intake form to get started

Intake Form
North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping

Discovery Phone Call

After we review your intake form we will schedule a phone call to get to know your business, your goals, your pain points and determine if we are a good fit for you.

Deep Dive Review

Deep Dive Review of your current bookkeeping records – Yes this is a paid review $350+GST Why? It allows us to assess your current bookkeeping records and systems, outlining any inefficiencies or discrepancies that need addressing. It also gives us insight into the scope of worked involved each month.

North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping

Fee Proposal

We then have a meeting to review our fee proposals and determine the best package for you and your business.

Onboarding

Getting you onboard takes a bit of time and work but we will walk you thru every step of the way. Ensuring you are clear on what’s next.

North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping

Our CLIENTS

←
→

About

My career started off working in a local accounting firm, where I discovered my passion for numbers and that I had a knack for it. I went on to earn a Bachelors of Business Administration. After working a few more years in accounting I decided to branch out on my own to start bookkeeping and have never looked back. I enjoy connecting with entrepreneurs, problem solving and am constantly learning, unafraid of embracing change. People describe me as a straight shooter who gets stuff done! - Jodi Bariesheff, Owner

North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping
North Okanagan Bookkeeping North Okanagan Bookkeeping

CLIENTS THAT LOVE US

North Okanagan Bookkeeping

Jodi has been invaluable addition to my business since beginning with us in 2018. Always effective and efficient she brings personalized solutions and a great attitude. She keeps the financial aspects of my consulting firm aligned with our financial goals and often will bring new ideas to the table to further streamline our processes. If you are looking for a tailored solutions and support to your business’ financial framework, I highly recommend Jodi and North Okanagan Bookkeeping

- Robyn Black, Cornice Environmental

?>
North Okanagan Bookkeeping

Before I started working with Jodi at North Okanagan Bookkeeping, I thought my books were somewhat organized,and even up to date with today’s standards. Turns out I wasn’t that organized or up to date. Jodi has streamlined my bookkeeping, and organized everything cloud based,so it’s accessible from anywhere. So much more automated, saving time and ultimately money. I highly recommend North Okanagan bookkeeping.

- Anthony Berdan, Vernon Dental Centre

?>
North Okanagan Bookkeeping

I have worked with Jodi for years, she helps me stay organized and on track. I highly recommend North Okanagan Bookkeeping.

- Geri O'Brien, 6Monkeys Distributing

?>

PACKAGE OPTIONS

RECOMMENDED

YOUR Strategist

Your Strategist package is our most robust offering. In addition to compliance work, we will work with you to create a profitable business model and help you understand the story behind your numbers. Visit inarafinancial.ca to learn more about this.

Package Details

  • Quickbooks Online Initial training w/ Admin (up to 3 hours)
  • Reconcile Bank and Credit Card accounts
  • Completion of sales tax returns
  • Posting Bank Feeds
  • Maintaining your fixed asset register
  • Multicurrency
  • Payroll Management thru ADP
  • Annual Year-End package
  • Liaise directly with accountant
  • Accounts payable – bill payments
  • QBO Plus Subscription and SYNC Digital Document Storage
  • 24-Hours response time
  • Unlimited email and telephone support
  • Monthly Statements

Strategy Meetings

Implement Profit First

North Okanagan Bookkeeping

YOUR partner

Your Partner package allows us to be just that, your partner! We will ensure your bookkeeping is current, payroll is processed, tax filings are completed and monthly statements are produced.

Package Details

  • Quickbooks Online Initial training w/ Admin (up to 3 hours)
  • Reconcile Bank and Credit Card accounts
  • Completion of sales tax returns
  • Posting Bank Feeds
  • Maintaining your fixed asset register
  • Multicurrency
  • Payroll Support or Management thru ADP
  • Annual Year-End package
  • Liaise directly with accountant
  • QBO Plus Subscription and SYNC Digital Document Storage
  • 48 Hours Response Time
  • Unlimited email and telephone support
  • Monthly Statements

YOUR ASSOCIATE

Your Associate package is best for those business owners who have an in house administrative person to take on a few of the bookkeeping tasks. We will support them and ensure the reconciliations are complete, tax filings are done and year end is prepared and sent to the accountant.

Package Details

Quickbooks Online Initial training w/ Admin (up to 3 hours) Client to Post Bank Feeds (Training on this is provided) Client processes their own payroll

North Okanagan Bookkeeping to do the following:

  • Reconcile Bank and Credit Card accounts
  • Completion of sales tax returns
  • Maintaining your fixed asset register
  • Annual Year-End package
  • Liaise directly with accountant
  • QBO Subscription and SYNC Digital Document Storage
  • 5 Business days response time
Start Now

Get in touch today!

Please send us any enquiries you may have using the form below. You can usually expect a response within 48 hours.

250-938-5634
North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping North Okanagan Bookkeeping
  • This field is for validation purposes and should be left unchanged.