I offer friendly personalized Service, and business hours that work for you. My goal is to help you keep your business organized and help you with Finances. I have been a Bookkeeper in Kelowna since 2017. Previous to that I had a successful career of 37 years in the Banking & Financial Industry. I absolutely enjoyed being a Certified Financial Planner. The role allowed me to look at all aspects of a clients financial plan. I helped my clients with their Investments, Lending, Insurance, Taxation and more. Ultimately, I would provide recomendations to help my Clients make money, save money and achieve their Financial Goals.
I retired from the Bank in 2015, took a break and decided to open a Bookkeeping Business. I received my Bookkeeping certificate and worked for a small company for a couple of years before going out on my own. So here we are - Present Day.
Professional Designations held during my Banking Career
- Certified Financial Planner
- Financial Management Advisor
- Registered Retirement Consultant
If you would like more information call Liz's Bookkeeping today at (250) 212-4262.
