Lead a team of accountants and bookkeepers. We supported our clients with their bookkeeping, accounting, and tax matters. Work included: T2 Corporate Tax Returns, Compilation Engagements, Accounting/Business Advisory, Custom Reporting, T1 Personal Tax Returns, T3 Estate Tax Returns, Monthly Bookkeeping, Quarterly Financial Reviews and Tax Estimates.Lead our sales process including discovery calls, drafting and presenting proposals, closing sales, and onboarding services. Leveraged… Show more Lead a team of accountants and bookkeepers. We supported our clients with their bookkeeping, accounting, and tax matters. Work included: T2 Corporate Tax Returns, Compilation Engagements, Accounting/Business Advisory, Custom Reporting, T1 Personal Tax Returns, T3 Estate Tax Returns, Monthly Bookkeeping, Quarterly Financial Reviews and Tax Estimates.Lead our sales process including discovery calls, drafting and presenting proposals, closing sales, and onboarding services. Leveraged technology to facilitate these processes which created a great client experience that worked on their time.Licensed Practitioner with CPABC, providing final sign-off from the company on delivery of financial statements. Show less

Performed monthly budget reviews and variance analysis, presenting these reports to department heads and resolving discrepancies.Prepared draft budget submission pages for assigned departments and quality control review of other departments. Handled budget approval requests often requiring ad hoc analysis and collaboration with department and finance decisions makers to make recommendations and provide approvals.

Central hub for regional financial officers, performing calculations for large funding initiatives. Collaborated with regional officers to determine service provider eligibility based on ministry policies and associated contracts, then performed data analysis and complex calculations to allocate funding to ministry service providers based on agreed upon allocations. Performed data analysis for large sector survey initiatives designed to help the Ministry best work with service providers.

Tax preparation and review work of T1's, T2's, T3's, T4's, T5's, and non-resident tax filings. Compilation Engagement and Review Engagement financial statement preparation and review work.Audit junior for 1 year and Audit senior for 2 years including leading the audit planning process, setting up and performing audit procedures, coaching and reviewing junior staff on audit work, and presenting or assisting in presenting financial statements to clients.

Full cycle bookkeeping