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Archives

Kelowna Queries

It is the policy of Kemp Harvey Group to retain the lists of questions asked of the clients and the... View Article

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Kelowna New Engagements

1. For each new client a new engagement report is to be completed by the partner/senior in charge of the... View Article

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Kelowna Mail Policy

INCOMING MAIL 1. All incoming mail will be opened by the receptionist unless it is marked privileged and confidential. 2.... View Article

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Kelowna KHGroup Staff PD Day

Staff Professional Development Day Policy Once a year all staff involved in the preparation of files and tax returns are... View Article

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Kelowna Filing Procedures

The following rules apply to all filing systems. FILING PROCEDURES Kemp Harvey Group maintains the following filing procedures: 1. Personal... View Article

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Kelowna General Office Regulations

In the interest of office efficiency, security and good housekeeping, staff must be made familiar with certain office routines. 1.... View Article

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Kelowna File Retention

Kelowna Retention Policies As of October 2012 Current Active Clients T1 Files Keep all records and supporting documents for a... View Article

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Kelowna Disbursements

All disbursements are approved by a partner, mainly Barb.

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Kelowna Day Plans

It is recommended that each person have a day plan to summarize the work done for that day and to... View Article

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Kelowna Colour Coding

Colour / File Red / Current Blue / Tax Green / Correspondence White / Financial Statements Yellow / T4’s and... View Article

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  • About Us
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    • Environment
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  • Offices
    • BURNABY
    • COQUITLAM
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    • KELOWNA
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  • Services
    • All Services
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    • Bookkeeping and Data Entry
    • Corporate and Personal Taxation
    • Estates and Trusts
    • Purchase or Sale of a Business
  • News
  • Contact Us

RECENT UPDATES

  • TRUCKING COMPANY AUDITS INCREASE
  • CHANGES TO EI AND CPP RATES IN 2020
  • DID YOU KNOW?

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