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Phone: 250-743-5999
Fax: 250-743-5788
Accounting and Tax Services

  
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Here for the Community. Here for You.

If you’re looking for high quality and personal service, you’ve come to the right place. At Wise Financial Services we’ll give you the attention and personal service you’ll come to expect and enjoy. 

Wise Financial Services is located in Shawnigan Lake. Let us put our experience to work for you



We offer the best in:
  • Accounting and Year Ends
  • Bookkeeping to Trial Balance
  • Personal and Corporate Income Tax Preparation
  • Payroll
  • Government reporting

Our rates are competitive, with no hidden fees. Our employees are friendly and will be there to help you every step of the way.


  1. Payroll Preparation
    Payroll Preparation
    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
  2. Monthly / Quarterly Bookkeeping
    Monthly / Quarterly Bookkeeping
    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
  3. Periodic Government Reporting
    Periodic Government Reporting
    Periodic Government Reporting including; HST / GST Reporting (monthly, quarterly, yearly) PD7A (monthly) WCB Reporting ( Quarterly, yearly) T5018 (Contractors only) PST
  4. Electronic Document Retention
    Electronic Document Retention
    Benefits: 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.​
  1. Year End Reporting
    Year End Reporting
    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
  2. Financial Management
    Financial Management
    Financial Management Services including; Business Consulting and Training Certified Quickbooks Training Financial Business Analysis Cash Flow Review Tax Planning Incorporation Assistance
  1. Personal Attention
    Personal Attention
    This area is editable and you can use it to promote your products and services
    INDUSTRIAL
  2. Client Participation
    Client Participation
    This area is editable and you can use it to promote your products and services
    INDUSTRIAL
  3. Client Participation
    Client Participation
    This area is editable and you can use it to promote your products and services
    INDUSTRIAL
WE'D LOVE TO WORK WITH YOU
Let us know how we can help.
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