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Corporate Services

Bookkeeping

Bookkeeping is a lot like going to the dentist…we generally dislike going, but skipping dentist appointments can lead to serious problems long term problems, as can ignoring your books!

Modi Accounting and Tax provides a complete range of corporate services to businesses in Kelowna, BC

Cash Flow Forecasting/Budgeting

In the early years of any company, cash is king. Ensuring that the cash inflows match and exceed cash outflows is critical.

Modi Accounting has prepares cash flow statements to help business owners make the best decisions possible.

GST/PST Filing

The Goods and Services Tax (G.S.T.) is a reality that every business in Canada must address. We can help you understand what transactions are eligible for refund from the CRA and prepare/file your returns.

We identify what transactions are eligible for refund from the Canada Revenue Agency, prepare and file your returns.

Strategic Planning

A strategic plan is the second stage of a business plan and is required once a business has moved beyond the start-up phase and is a fully functioning business.

The demands of owning a small business in BC can be overwhelming, and this causes critical planning to be overlooked.

Business Planning

We have all heard that a strong business plan is the key to success. Let us review your existing plan and help complete a plan that will work for you. You can’t execute a plan if it’s not complete, you’ll get to your goals faster with Modi Accounting on your team!

Modi Accounting can assist with all aspects of your business plan.

Chief Financial Officer - On Contract

A Chief Financial Officer assists business owners with the financial complexities that often pop up in the day-to-day operations.

We help BC business owners manage cashflow, finances, and feel in control of their business.

Payroll Services

Paying employees can be a complicated process. The myriad of forms and deadlines can confuse even the most seasoned entrepreneur. The decision of how prepare payroll must be carefully considered.

The decision of how prepare payroll must be carefully considered to ensure you don’t run into issues with the government. Let us help!

Year End Preparation

Financial statements are a critical part of every business and our primary service is assisting our clients with the preparation of their year end financial statements and corresponding tax filings.

Modi Accounting provides Notice to Reader and Reviews Financial Statements.