Accountant for Penticton trades and small business
Murtagh & Co. works with trades and small businesses in Penticton and the South Okanagan, including Summerland and Naramata. We are based in Kelowna and handle your books, GST, payroll and tax by phone and email, including the bigger decisions that come with growth, like whether to incorporate.
Who we work with in the South Okanagan
Penticton sits between two lakes, and a lot of its work follows the visitors and the vineyards: renovations for restaurants, hotels and rentals, winery and vineyard service work on the Naramata Bench and around Summerland, pools, landscaping and outdoor work in the warm months, and the electricians, plumbers and HVAC trades that every one of those businesses calls. Many owners here started as a sole proprietor and are now at the point of hiring a first employee or thinking about a corporation.
Growing from sole proprietor to company
The questions change as a business grows. Should you register for GST before you have to? When does incorporating make sense, and how should you pay yourself once you do? We work through those decisions with your own numbers, then keep the books, filings and payroll running so the structure you choose actually works.
Monthly bookkeeping and GST filing
Help deciding whether and when to incorporate
Salary and dividend planning once you do
Payroll when you hire your first employee
Personal and corporate tax returns
How working with us from Penticton works
We are in Kelowna and do not have a Penticton office. The work happens by phone and email: Devon calls you for the first conversation, your documents come to us electronically, and we get in touch when a decision is yours to make. If a meeting in person would help, ask on the call and you will get a straight answer.
Devon Murtagh, CFA, FRM, built and ran a trades business before founding Murtagh & Co., so the advice comes from someone who has run a business, not just studied one.
Services for Penticton businesses
FAQ
Do you only work with trades businesses? No. Trades and construction are our focus, but we also work with other owner-run businesses in the South Okanagan, such as hospitality, tourism and service companies.
Can you help me decide whether to incorporate? Yes. It depends on your situation: what you earn, what you need to take out each year and your plans for the business. Our guide on whether a BC contractor should incorporate covers the main points, and the free call is a good place to start.
What happens on the free 30-minute call? Devon calls you at the time you book, asks how your business runs and what you need, and tells you plainly whether we are a fit. There is no obligation.
Talk it through
Prefer to talk it through? Book a free 30-minute call at a time that works for you, or reach out at info@murtaghco.ca. Free 30-minute call. No obligation.
