Work with Us

No problem, I am here to help you with your business and I often work with owners, bookkeepers and other staff members to meet or exceed your financial goals.

I work with a number of companies where they already have a CPA firm that prepares their Corporate Tax Return. In that case, my goal is to prepare the books for your year end and hand it over to your CPA.

Yes, I am a member to the Certified Professional Bookkeepers Association (CPB) which provides me information on industry standards for bookkeeping, accounting and tax preparation.

I am a few courses away from finalizing my Commerce degree (B comm) with Athabasca University. I have a CPA Certification for International Financial Report Standard (IFRS) for the preparation of financial statements. I hold a certification as a QuickBooks ProAdvisor with Intuit, which give me the opportunity to pass along discounts for QuickBooks to my customers and keeps me informed with any changes to the software.

First off, the Canadian and Provincial governments do not require anyone to have a professional designation to file any type of tax filing – tax returns, GST returns or payroll. My knowledge comes from working 30+ years in the preparing tax returns. At the beginning of my career, I spent 11 years at a various CPA firms preparing tax returns and several years overseeing the tax department of a global company. Every year I attend a tax update course to keep me informed of any changes to the tax act. If I don’t know something, then I will research it and find out.

Yes, I do provide “Notice to Reader” financial statements with a disclosure that they are prepared by management. I cannot prepare “Audited” or “Review compilation” financial statements – these have to be prepared by a professional accountant.

Insurance review – I have 10+ years knowledge working with insurance brokers to ensure that you have the right amount of coverage and risks associated with your insurance. Often companies enter into an insurance contract and never review it, which leads to them often having too much, too little or the wrong type of insurance.

Treasury – I have over 20-year experience working directly with banks. I can help you with any type of bank applications, covenant reporting, banking software and payment applications.

Public companies – I assist CFOs prepare their quarterly and annual reports and can assist with audits to external accountants.