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Shawnigan Lake - 250-743-5999

Services Offered by Wise Financial
Payroll Preparation Services include:
  • Periodic payroll calculations; (we can print cheques , arrange direct deposit or provide you with pay statements., arrange direct deposit or provide you with pay statements.
  • Source deductions and remittance reports
  • Preparation of Records of Employment (require final date worked and reason for terminating)
  • Preparation of T4s
Payroll Preparation
Monthly / Quarterly Bookkeeping including:
  • Enter time costs and write invoices
  • Entering all Sales and Expenses from source documents provided
  • Reconciling all company bank statements
  • Reconciling company credit card statements  Monthly / Quarterly Profit & Loss Statements
Monthly / Quarterly Bookkeeping
Periodic Government Reporting including;
  •   HST / GST Reporting (monthly, quarterly, yearly)
  •   PD7A (monthly)
  •   WCB Reporting ( Quarterly, yearly)
  •   T5018 (Contractors only)
  •   PST 
Periodic Government Reporting
  • Get rid of those dusty accounting and tax documents cluttering your office and basement.
  • ​Increase productivity - dozens of hours wasted looking for paper files.
  • ​Reduce storage costs - use your real estate for more productive activities. 
  • ​Better security - disaster recovery.

We Will:
  •   ​Scan all your documents to PDF* format.
  •   Store them on our secure server.
  •   Do an encrypted offsite back up every day.
  •   Either e-mail you the complete set, or
  •   Provide you with a USB stick with your data set.
  •   Then we'll shred the paper.

This service is available only to our bookkeeping and accounting clients.

Pay just the clerical fees to scan and shred. Ongoing storage fee, back up and providing you with an electronic copy included in your regular service fee.​
Electronic Document Retention
Year End Reporting including;
  • Preparation of Year End Financial Statements
  • ​Assistance in determining Owner/Manager/Shareholder compensation
  • ​Preparation and E-filing of Corporate Tax returns
  • ​Preparation and E-Filing of Personal Tax returns
Year End Reporting
Financial Management Services including;
  • Business Consulting and Training
  • Certified Quickbooks Training
  • Financial Business Analysis
  • Cash Flow Review
  • Tax Planning
  • Incorporation Assistance
Wise Financial Services ® 
PO Box 157 1757 Shawnigan Mill Bay Road, Shawnigan Lake, British Columbia V0R2W0

Financial Management 
Other Tax services including;
  •   T1 Adjustments
  •   Date of Death Returns
  •   T3 Trust Returns
  • ​Audit Assistance
Other Services
If you have any question concerning deliveries, pick-ups or prices, please don't hesitate to contact us. Our friendly customer service staff will help find the best solutions for you.