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My education and background

I am a Chartered Professional Accountant (CPA) and Certified General Accountant (CGA) with over 11 years of experience.  I have an Honours Bachelors of Commerce from Laurentian University and a Business Administration Accounting diploma from Sheridan College.  I spent 7 and a half years in public practice working with small business owners in a wide variety of industries.  I also completed audits for national companies and not for profit organizations.  I spent the last 3 and a half years as a Controller, including being the Controller for Canada's #1 hotel developer for 2 and a half years.

Experience

  • Budgets and forecasts
  • Cash flow management
  • Financial statement preparation
  • Personal and corporate taxes
  • Tax planning
  • Bookkeeping
  • Full cycle accounting
  • Detailed analysis of financial reports
  • Month end and year end preparation
  • Auditing
  • Forensic financial investigation
  • Training on accounting software
  • Government filings (GST/HST, WSIB/WCB, T4, T5, payroll, etc.)
  • Bank account management
  • Reconciliations
  • Financial report generation
  • Government audits and correspondence
  • Payroll 

Services offered

  • Bookkeeping
  • Month end and year end preparation
  • Full cycle accounting
  • Personal and corporate tax preparation
  • Training on accounting software
  • Account reconciliations
  • Financial report generation
  • Cash flow management
  • Budgets and forecasts
  • Government filings (GST/HST, WSIB/WCB, T4, T5, payroll, etc.)
  • Payroll assistance