Donna Malone, Cpa, Ca Email & Phone Number

Edmonton, Alberta, Canada

• Responsibilities
• Reviewed physical and electronic files along with other sources of information to identify issues and examples of mismanagement within an inherited mortgage investment corporation.
• Documented and quantified the findings.

• Client service
• Primary point of contact for numerous owner managed clients, listened to understand their needs, and went above and beyond to ensure those needs are met.
• Provided business and tax advice as well as planning opportunities to meet the individual needs and goals of the client.Supervisor
• Responsible for the efficient completion of all engagements on or before the deadline.
• Scheduled jobs to ensure the right person is on the job at the right time.
• Ensured deadlines and issues were identified and communicated in a timely manner to the appropriate partner, staff and client.

Edmonton, Canada Area

• Responsibilities
• Reviewed compilation, review and audited financial statements in Caseware and Caseview.
• Reviewed of a variety of tax returns and forms including corporate tax returns, personal tax returns, GST returns, payroll calculations and T-slips.
• Directly managed a team of four students, including training, coaching/development and performance management.

Edmonton, Canada Area

• Responsibilities
• Preparation of compilation, review and audited financial statements and the required supporting documentation in Caseware, Caseview and Excel.
• Bookkeeping and reconciling of accounts using Excel spreadsheets or a variety of software packages including Sage, QuickBooks, Quicken or Caseware.
• Preparation of corporate, personal tax returns, GST returns, T4/T4A/T5 summaries and supplementaries, using Taxprep software.
• Preparation of payroll calculations, Records of Employment as needed.