Theresa B. Email & Phone Number

Acheson, Alberta, Canada

International & domestic tax

Edmonton, Canada Area

Review corporate tax returnsTax planningAboriginal tax planningCorporate structureBusiness reorganizations

Calgary, Canada Area

Management, training & team developmentBusiness analysis & planningTechnology StrategyCorporate structure & reorganizationTax research, planning & complianceCRA correspondence, negotiation & audit handlingAccounting policies, review & internal controls

Calgary, Ab

Compilation & NTR Engagements (EBIT under $5M)T2, GST, T1, T5, T4 FilingS.85 rollovers and other special electionsTax research, analysis and adviceSmall business ValuationBudget & debt analysisPortfolio performance analysisSupervise & train two to five staff membersResolve issues with CRA, Trust Examiners and Collections AgentsWorkflow analysis & designResearch accounting & tax treatmentNegotiation with CRA on assessments & collectionsCustomer service, client management and dispute resolutionIT Implementation (Caseware, Doc.It)Train Caseware, Profile, Sage 50 & Doc.It users

Edmonton, Canada Area

Therapeutic style massageWestern style training in CanadaTrained in Thai style in Chiang Mai, Thailand

Edmoton, Ab

Notice to Reader Working Papers & Financial Statement PreparationGST, T2 & T5 Preparation & FilingTrain and supervise new employeesReshape administrative positionSetup mail merge templates

Analyze, streamline, and carry out Administrative ProcessesEffectively eliminated unnecessary redundancyGeneral Administrative tasksReceptionWrite Office Manual detailing all processes essential to the officeProcure, screen, hire and train new employeesDesign and edit templates used in ProFile tax software, Simply Accounting, and the Office SuitePurchasingData and records management

Served as Councillor, Chair of the Budget & Finance Committee, and Member & sometimes chair of the Audit CommitteeMember and sometimes Chair of Audit Committee-oversight of financially supported organizations-review performance of Business and Operational units of the Students' Union-review of the implementation of the annual budget-recommend future changes to the Budget and Finance Committee-advise and recommend to Council continuation or discontinuation of funds used-critique Budget and Fiance Committee on next year's budget-Hold accountable, question, and discuss financial matters with managers of business units, the Executive Committee of the Students' Union, Managers of CJSR Campus Radio, AP!RG (sic), The Gateway campus newspaper, and other student financed fundsMember and Chair of the Budget and Finance Committee-Preparation and creation of overarching goals and principles of the annual budget to be recommended to Council-Creation of annual budget of approximately $11 million to be recommended to Council-Amendments of current year budget to be recommended to council-review of long and short term financial position and flexibility-Review and decide on changes or additions to, and discontinuation of Operations, Business Units, and projects-Hold accountable the VP Operations and FinanceMember of Bylaw Committee-Draft amendments and additions to Bylaws-Review Bylaws for both grammatical and material errors and loopholes-Draft the format and language of petitions-Draft the format and language of referendum and plebiscite questions voted upon by the student population-Establish structure, division of and layout of Bylaws under reviewCouncillor: Recommend, discuss, collaborate, research and decide on:-long and short term goals and priorities of the organization-style and focus of governance-intent and wording of bylaws-policies on advocacy-the annual budget of approximately $11 million-legal actions-fees charged and their use

In Depth Tax, Tax Law/Taxation

In-Depth Tax Course, Tax Law/Taxation

3-year In-Depth education program for designated accounting and accounting professionals to specialize in Tax. For more information see.

In Depth Tax Course, Tax Law/Taxation

Cpa, Cga, Accounting, Tax And Finance

Advanced level Tax & Corporate Finance TX2 - Advanced Personal and Corporate Taxation FN2 - Advanced Corporate Finance

Advanced Accounting, Business

Advanced Accounting program for professionals with work experience and individuals already possessing a degree. Focused studies.

Accounting

Intermediate Financial Accounting II (2011) Business Communications (2013)

Open Studies, Business/Commerce, General

ACCT 454 Decision Analysis (2013) FNCE 371 Applications in Corporate Finance (2013) MKTG 396 Introduction to Marketing (2011) PSYC 387.

Bsc, Mathematics & Business

Activities and Societies: Students' Union, University of Alberta University of Alberta Outdoors ClubMathematics major & Business minor.

Visiting Student

Level Iii, Thai Massage

Thai Massage theoretical and practical training in Foundation and Intermediate studies as well as Advanced Sen - Energy Lines

Diploma, Massage Therapy/Therapeutic Massage

University Transfer Program, Science

Activities and Societies: Peer Support VolunteerBroad university education in topics including Psychology, Canadian Literature.