My education and background
I am a Chartered Professional Accountant (CPA) and Certified General Accountant (CGA) with over 14 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
- Notice to Reader financial statements
- Quickbooks Online training and support
- CRA audit assistance