Why a CPB?

A CPB is trained to record your year-end adjustments and prepare your adjusted trial balance - the last step before the financial statements and tax return are prepared. Your financial statements and tax returns are only as good as the company books that you give to your Accountant​


Here are some milestones in our business over the last 15 years...

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15th Year doing Bookkeeping
July, 2011
The is the 15th year since we started doing bookkeeping throughout the Greater Victoria area, including Sooke, Central Saanich, and Sidney, BC.
10th Year Anniversary of our Incorporated Company
November, 2009
The was the 10th year since we were incorporated.
Regional Director of the International Professional Bookkeepers of Canada
2009 to 2010
Wendy Willis was the first Regional Director for IPBC in Victoria.  We continue to meet monthly in order to network and keep up with all the latest changes in bookkeeping and accounting.
We've Moved to Rowland Avenue
August 1, 2009
We moved from the Colwood crawl on Admirals Road to our new building on Rowland Avenue.  We love this new location because it is newer, bigger, has lots of storage room and is much more central.
Passed the IPBC Exam to become a Certified Professional Bookkeeper
March 13, 2009
There are many bookkeepers who are members and strive to attend regular monthly meetings, but it is important that your bookkeeper is not just a member, but has also taken the time to write the exam and provide you with a level of assurance proven by their ability to pass the IPBC exam.
Regional QuickBooks Trainer for Intuit Canada
October, 2006
We really enjoyed working for Intuit Canada, delivering seminars at Royal Roads, and the Executive Inn (Holiday Inn) on Blanshard Street.
10th year running my own small business
July, 2006
When I was working in the accounting firm, I dreamed of starting my own business, and I am glad that I did, because it has been challenging in many respects but on the other hand it has been so encouraging to work with clients who have become more like friends, and seeing the light go in their eyes and the smile on their faces has been more than rewarding.
Simply Certified Consultant
July, 2005
I learned Simply Accounting first, and had several clients in Simply Accounting so I continue to support the work that I started with them. I attend Simply conferences also to stay up to date with changes.
QuickBooks Certified ProAdvisor
July, 2002
I really enjoyed working with QuickBooks, so after having several years experience in the product and feeling very comfortable with it, I decided to write the exam and become a Certified QuickBooks ProAdvisor.
QuickBooks POS Certified
September, 2001
Intuit Canada did have a Point of Sale product at the time and we enjoyed being there to help set up our clients, by importing their data into the new system, helping them with their inventory imports, and linking their QuickBooks to the Point of Sale. Intuit Canada no longer sells the product, however we still use our knowledge and expertise gained to help with integrating and linking other systems like Campground Master, Procura, RetailPro, Netsuite and Storage Locker software.
QuickBooks ProAdvisor
August, 2000
I started working with Quicken, so when QuickBooks also came out I was eager to try it, and liked it very much.

QuickBooks Consulting & Bookkeeping

Integrated Business Management Group Inc.

QuickBooks Online 

  • Apps for your smartphone
  • Import your receipts from your cell
  • Attach scans, go paperless

Training, Consulting

QuickBooks Bookkeeping training and support

Wendy Willis 

Phone : 250-882-1680