Qualifications
Hours 9am to 5pm - Monday to Friday
Phone: 250-309-0502

Qualifications

Qualifications

To ensure the best possible service for clients the consulting firm strives to maintain a professional edge. Peggy's qualifications include:

  • Certified Professional BookkeeperTM
  • 15 Years of full cycle accounting
  • Over 30 years of experience in tax preparation
  • H&R Block Training and Education 
  • Continued education in taxes
  • Goal planning workshops
  • Financial workshops

Memberships

Membership in professional organizations allow us to stay abreast of relevant issues. The alliances also require us to accept, and be bound by, high ethical standards. This is an assurance that we integrate those standards into our actions every day.

We are proud to be affiliated with the following:

  • Institute of Professional Bookkeepers of Canada (IPBC)
  • Our Okanagan - an independent Valley steering committee

We are also members of:

  • Wave Accounting Pro
  • QuickBooks - Pro Advisor
  • UFile Tax Return Software
  • Wave Accounting

CPB-Certified Professional BookkeeperTM

 

QuickBooks Pro Advisor 

 

 QuickBooks Online
Free online accounting software for small businesses -- Wave  CRA NetFile UFile 
  Our Okanagan

 

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