Consultant Accounting. Evolved.

Independent consultants, freelancers, and solo professionals in the Okanagan deserve accounting that understands the unique realities of project-based work. PDC provides specialized tax planning, bookkeeping, and compliance services designed for how you work.

Book a Free Consultation

Focus on Your Clients. We'll Handle Your Finances.

The Okanagan's growing remote work and consulting community is creating new opportunities for independent professionals. But with independence comes the complexity of managing your own finances, taxes, and compliance.

Whether you are a management consultant, IT contractor, marketing freelancer, or any other solo professional, you need an accounting partner who understands project-based revenue, home office deductions, and the decision of when to incorporate.

At PDC, we help independent consultants across Summerland and the Okanagan stay on top of their bookkeeping, tax obligations, and compliance. You focus on your clients. We'll handle the numbers.

Independent Consultant Accounting Summerland

Specialized Services for Independent Consultants

Financial support designed for freelancers and solo professionals

Consultant Bookkeeping

  • Project-based revenue tracking
  • Expense categorization and receipt management
  • QuickBooks Online setup and support
  • Monthly financial statements

Tax Planning & Compliance

  • Home office deduction optimization
  • Vehicle and travel expense claims
  • Income splitting opportunities
  • Quarterly instalment planning

Incorporation Services

  • When to incorporate guidance
  • Corporate vs. sole proprietor comparison
  • Shareholder and dividend planning
  • Year-end corporate tax optimization

GST/PST Compliance

  • Registration guidance and threshold planning
  • Input tax credit optimization
  • Filing schedules and deadline management
  • CRA audit support

Why Okanagan Consultants Choose PDC

CONTROLEvolved.

Clear visibility into your project finances. Track revenue by client, monitor expenses, and understand your true profitability so you can price your services with confidence.

COMPLIANCEEvolved.

Stay on top of CRA requirements without the stress. From GST/PST filings to quarterly instalments and annual returns, we handle the details so you can focus on your clients.

SIMPLICITYEvolved.

Running your own consulting business should not mean drowning in paperwork. We streamline your finances so you can spend your time doing what you do best: serving your clients.

Summerland Okanagan community

Supporting Okanagan's Growing Consulting Community

Summerland and the Okanagan Valley are attracting a growing number of remote workers, freelancers, and independent consultants who value the quality of life our region offers. This vibrant community of professionals is reshaping how business gets done in our valley.

PDC is proud to support the independent professionals who call the Okanagan home. We understand that your accounting needs are different from a traditional business, and we provide bookkeeping, tax, and compliance services tailored to consultants and freelancers.

IntegrityHonestyTrustHard Work

Let's Talk About Your Consulting Business

Every consultant is different. Whether you are just starting out, considering incorporation, or looking to optimize your tax position, we tailor our services to your specific situation.

1
Free Consultation

We'll review your situation and goals

2
Custom Proposal

Services matched to your needs

3
Seamless Onboarding

Minimal disruption to your operations

4
Ongoing Partnership

Year-round accounting support

Schedule Your Free Consultation

Please check this box to confirm you are inquiring for business accounting services.

Or reach us directly:

(236) 836-0505info@pdco.ca

Ready to simplify your consulting finances?

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