Co-Owner
Current• Gained a comprehensive understanding of multiple benefits such as Old Age Security, Canada Pension Plan, and Disability Tax Credit by preparing personal income tax returns for all age groups.• Introduced a digital client database to optimize and streamline workflow, reducing the amount of user‐input to track relevant client information and accounts receivable.• Employed strong time‐management skills to delegate tasks and client priority with the sole‐proprietor based on a series of criteria, such as deadlines and case‐severity.• Obtained valuable knowledge on how to operate multiple financial aspects of a business by working with a series of accounting software, namely Excel as well as Intuit QuickBooks & ProFile.• Improved interpersonal skills by supervising client communications and preparing custom responses on a case‐by‐case account.• Assembled and maintained new computers for multiple working locations and operated as their administrator.• Managed the private cloud and file management system (business OneDrive).