• Tax & Compliance: Preparation of T1, T2, T3 tax returns, GST/HST, EHT, and other information returns (T4, T4A, T5), along with Notices to Reader (NTR).• Client Liaison & Audits: Lead CRA audits, coordinate responses, and ensure client compliance with CRA requirements.• Financial Reporting & Analysis: Prepare monthly and annual financial statements, including adjusting journal entries, working papers, and financial disclosures.• Bookkeeping & Accounting Services: Managed bookkeeping for a diverse client base including partnerships, real estate entities, private foundations, and corporations.• Business Consulting & Advisory: Delivered strategic financial advice, identifying risks and opportunities for growth.• Financial Operations: Oversaw accounts payable and receivable, ensuring timely vendor payments and client receipts.• Year-End Closures & Tax Planning: Handled month-end/year-end closures, and provided proactive tax planning services.

• Audit Leadership & Team Management: Led a team of 5 auditors, mentoring and guiding them through complex financial audits for large public sector clients.• Financial Statement Audits: Managed and performed audits of financial statements in line with GAAP and GAAS, delivering accurate, compliant, and detailed financial reports.• Client Relationship Management: Developed strong client relationships, providing exceptional service and insights to support senior management decision-making.• Financial Analysis & Reporting: Assisted in the preparation of analytical reports and presentations, driving key financial insights and strategic recommendations.• Accounting & Tax Compliance: Identified critical accounting and tax issues, ensuring timely and accurate financial reporting.• Audit Procedures & Risk Assessment: Conducted tests of controls (TOC), variance analysis, and detailed audits of general ledger, cash receipts, disbursements, and investments.• Business Valuation & Project Management: Utilized business valuation expertise and project management skills to drive successful audit engagements, ensuring high-quality deliverables.• Software & Systems Expertise: Proficient in SAP, Caseware, and ERP systems to support financial reporting, accounting processes, and audit procedures.• Tax Filing & Remittances: Managed the preparation and filing of GST/HST tax returns and remittances, ensuring compliance with applicable regulations.• Payroll & Cost Control: Oversaw payroll processes and implemented standard costing methods to enhance cost control and financial efficiency.

• Client Management & ERP Implementation: Played a key role in the development and successful implementation of an ERP program, enhancing operational efficiency for clients.• Internal Controls & Risk Management: Collaborated with management to design and establish robust internal controls, strengthening financial integrity and mitigating risk within client organizations.• Financial Analysis & Strategic Solutions: Provided actionable solutions to clients, analyzing current business and financial conditions to drive informed decision-making.• Accounting Systems Optimization: Led the implementation of accounting systems and software, streamlining financial processes, improving accuracy, and boosting operational efficiency.• Profitability & Risk Analysis: Conducted in-depth profitability analysis and developed risk management strategies to ensure long-term financial stability and growth for client businesses.

• Full-Cycle Bookkeeping: Oversaw all aspects of bookkeeping, including reconciliation, year-end finalization, and preparation of financial statements.• Account Reconciliations: Conducted detailed balance sheet reconciliations, covering key areas such as fixed assets, prepaids, and accrued liabilities.• Month-End Close & Reporting: Managed month-end tasks, including journal entries, trial balances, and income statement analysis to ensure accurate financial reporting.• Industry-Specific Accounting Challenges: Addressed complex accounting issues such as bad debts, inventory pricing, tax provisions, and discounts, applying tailored solutions to meet client needs.

• Operational & Financial Audits: Conducted detailed audits to ensure compliance with GAAP, delivering fair and accurate financial statements.• Financial Statement Review: Reviewed financial statements for privately held companies, ensuring adherence to statutory requirements and regulatory standards.• Internal Controls & Risk Management: Assessed internal controls, identified weaknesses, and developed comprehensive reports with clear, actionable recommendations to mitigate risks and improve business processes.