Jocelyn Phillips CPA Inc.
Providing Boutique Accounting Services throughout Vancouver Island.
Based in Sooke, near beautiful Wiffen Spit, my practice is paperless and mobile.
Services
'Boutique' means I will tailor services to your unique business needs, after all, every company is different!
I offer a wide range of bookkeeping, accounting, and tax services for individuals and small businesses.
Let me take care of the books, and you can focus on what you love.
Full Cycle Accounting
I am fully licensed and registered with the Chartered Professional Accountants of British Columbia to prepare corporate year-ends (compilation engagements) and other accounting services. When you hire me, it's a one stop shop for your accounting needs. By keeping you on track with government filings, and bookkeeping throughout the year, I'll save you time, and money, on the year-end filings.
I can also assist with:
Maximizing efficiency through automated bookkeeping solutions.
Bookkeeping/Accounting software choices and set up.
Business number registration with CRA (GST, Payroll & Corporate account registration).
PST registration, set up & management.
Payroll and HR issues.
Tax Filings and Other Statutory Reporting
Services include: tax return preparation, filling, advice, and enrollment, all free of stress and confusion.
Unincorporated Businesses and Individuals:
Basic personal tax returns (T1)
Professional and business income schedules for sole proprietors and partnerships (Form T2125)
Employment expense schedules for employees required to pay expenses out of their own pocket without reimbursement by their employer (Form T777)
Rental property income schedules (Form T776)
Foreign property reporting in excess of $100,000 (Form T1135)
Goods and services tax returns (GST)
Provincial sales tax returns (PST)
Incorporated Businesses:
Compilation Engagements
Corporate tax returns (T2)
T4, T4A and T5 slip preparation
T5018 Contractor reporting
Goods and services tax returns (GST)
Provincial sales tax returns (PST)
Payroll withholdings and remittances
Tips to Keep my Fees Low:
Whether you're a sole proprietor or corporation, I'm committed to providing affordable accounting support throughout each step of building your business. I'll work with you to find solutions that work within your budget.
Embrace the 100% remote bookkeeping model. Ask me about software options to assist with this.
Use an online bookkeeping product such as QBO, Sage 50, or Wave.
Keep me informed of CRA correspondence.
Keep me up to date on any financial or life changes.
Ask questions before entering something unusual in the books.
Keep personal expenses and business expenses separate.
More About Jocelyn
With fifteen years of accounting and finance experience, I'm confident I'll be an asset to your company. Born and raised in Alberta, I moved to British Columbia in 2006 and never looked back. I completed an undergrad degree at Camosun College in Victoria and then moved to Vancouver. Working at Horizon Chartered Accountants (now HCPA) in Vancouver taught me the professional standards of service, resourcefulness, and time management skills required to be a success. Upon completing a CGA designation (now CPA), I moved back to Victoria, where I started a family, and spent 8 years employed at the University of Victoria. The pandemic was pivotal for me in re-evaluating my priorities, that ultimately led to the decision of starting my own business in 2022. I enjoy working with clients and the diverse nature of public practice accounting. I'll work tirelessly to keep my clients happy, as you are the corner stone.
Rest assured, you are in good hands.