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BALANCING YOUR BOOKS, BUILDING YOUR FUTURE

BALANCED BOOKS, OPTIMIZED TAXES, AND ACCELERATED GROWTH.

Your trusted partner for reliable financial solutions across Canada. From routine monthly bookkeeping and GST/HST compliance to personal and corporate tax filing and complex multi-year catch-up, True Balance keeps your business organized and growth-ready.

CRA Compliant Filing
Bank-Grade Encryption
Fast 24-Hour Onboarding
Downtown Kelowna British Columbia skyline on Okanagan Lake shoreline
TB
True Balance Accounting
CRA Compliant

"We deliver precise bookkeeping, GST/HST compliance, and strategic financial advisory so you save hours every week while maximizing tax savings."

Avg. 15+ Hours Saved/Month
30-Min Free Strategy Call
Tailored Financial Solutions

Comprehensive Accounting & Bookkeeping

From monthly transaction matching to annual CRA returns, our experts handle your back office with meticulous attention to detail.

SERVICE 01

Monthly Bookkeeping Services

Keep your business finances immaculate month after month. Our dedicated team handles every detail—from invoice matching and receipt reconciliation to detailed financial statements that give you total clarity.

Monthly Bookkeeping Services
Bank & Credit Card Reconciliation
Accounts Payable & Receivable Management
Automated Monthly Financial Statements
Payroll Processing & T4 Preparation
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SERVICE 02

GST/HST Filing & Compliance

Mitigate the risk of missing a CRA filing deadline or facing costly penalties. We calculate input tax credits (ITCs) meticulously, prepare your return, and file on time so your tax compliance stays solid.

GST/HST Filing & Compliance
ITC Maximization & Claim Reconciliation
Quarterly & Annual CRA Returns
Organized Documentation Support
Rebate & Special Deduction Filings
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SERVICE 03

Personal & Corporate Tax Filing

From personal T1 returns to corporate T2 filings, we handle every layer of your tax obligations with precision. We ensure your return is complete, accurate, compliant, and submitted on time — while proactive planning keeps your tax position efficient year after year.

Personal & Corporate Tax Filing
Individual & Sole Proprietor T1 Filings
T2 Corporate Income Tax Returns
Corporate Tax Planning & Strategy
Capital Gains, RRSP & Deduction Optimization
Dividend & Salary Optimization
Electronic NetFile Direct Submission
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SERVICE 04

Catch-Up & Cleanup Bookkeeping

Fallen behind? We'll bring your books up to date efficiently and without judgement, so you can move forward with confidence.

Catch-Up & Cleanup Bookkeeping
Multi-Year Backlog Reconciliation
PDF Bank Statement Conversion to Excel
Unfiled Year Catch-Up & CRA Compliance
Custom Financial System Setup
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Adan Velasquez - Founder of True Balance Accounting & Bookkeeping
Adan Velasquez

Founder of True Balance Accounting and Bookkeeping

Meet The Founder

About True Balance Accounting & Bookkeeping

I launched this practice to provide individuals and small business owners with clear, dependable financial support — from day-to-day bookkeeping to personal and corporate tax filing.

With years of experience in both business and personal finance, I’ve seen firsthand how empowering it is to have your records in order and your questions answered. My goal is to take the stress out of the numbers — so you can focus on building your future with confidence.

1Understand The Business

We start with honest conversations about how your revenues and operations actually function.

2Align With Leadership

Your goals shape the accounting workflow, matching how key decisions get made.

3Execute Precise Plans

Clear priorities, structured monthly schedules, and dedicated account managers.

4Refine Through Results

Continuous monitoring and tax optimization tailored as your business scales.

50+
Clients Served Across Canada
250+
Successful Tax & Bookkeeping Filings
$700K+
Input Tax Credits & Savings Claimed
99.8%
On-Time CRA Filing Accuracy
Got Questions?

Answers That Help You Move Forward

Everything you need to know about our bookkeeping, tax filing process, and CRA compliance.

We seamlessly integrate with QuickBooks Online and Excel, and offer our custom Smart Bank Statement Converter to handle PDF statements efficiently.
Get In Touch

Ready to Balance Your Books?

Schedule a free consultation or write to us directly. Our team responds within 1 business day with clear, actionable insights.

Call Us Directly
+1 (780) 719-9869Mon - Fri, 9am - 5pm PST
Email Support
adan@truebalanceservice.comSend us your inquiry for follow-up
Location
Kelowna, British Columbia, Canada

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