Owner And Manager
Foresight Money Matters Tax & Book Keeping
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Foresight Moneymatters Email & Phone Number
Owner and Manager
at
Foresight Money Matters Tax & Book Keeping
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner and Manager
Location
Delta, British Columbia, Canada
Who is Foresight Moneymatters? Overview
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Quick answer
Foresight Moneymatters is listed as Owner and Manager at Foresight Money Matters Tax & Book Keeping, based in Delta, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Foresight Moneymatters.
Foresight Moneymatters previously worked as Surrey Board of Trade Finance & Taxation Committee Member at Surrey Board Of Trade and Accounting Controller at Dan'S Legacy Foundation. Foresight Moneymatters holds Cpa, Chartered Accountant from Chartered Professional Accountants Of Canada (Cpa Canada).
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Profile bio
About Foresight Moneymatters
Harleen Dhillon is a distinguished Chartered Professional Accountant with over 20 years of industry experience, specializing in full-cycle bookkeeping, fractional Chief Financial Officer, fractional Controller, tax consulting, and strategic financial management. Harleen applies her extensive knowledge and expertise in strategic planning, process improvement, data integrity, budgeting, and reporting to support the organization’s mission. She is renowned for her strategic planning abilities, strong analytical skills, and exceptional interpersonal communication. Her unwavering dedication to maintaining data integrity and confidentiality, coupled with her ability to make effective decisions under pressure, ensures that the organizations operate with the highest standards of professionalism and reliability.Harleen’s professional journey is marked by significant achievements and leadership roles. As the owner and operator of Foresight Money Matters, a premier Chartered Professional Accounting practice, she oversees all accounting functions, tax planning, compliance with financial policies, and regulatory requirements. Her firm specializes in serving corporations and registered charities, providing tailored financial solutions that drive success.Harleen holds a Bachelor of Business Administration with a specialization in Finance and has earned multiple prestigious designations, including Chartered Professional Accountant, Financial Management Advisor, and Professional Financial Planner.
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Foresight Moneymatters's current company
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Foresight Money Matters Tax & Book Keeping
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8 roles
Foresight Moneymatters work experience
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Surrey Board Of Trade Finance & Taxation Committee Member
CurrentAs a member of the Finance and Taxation Committee at the Surrey Board of Trade, I collaborate with other professionals to provide insights, recommendations, and advocacy on matters related to finance, taxation, and economic policies that impact businesses in Surrey. The committee plays a key role in shaping the Board’s positions on financial and taxation.
Oct 2022 - Present
Accounting Controller
CurrentSenior-level executive responsible for overseeing and managing the accounting and financial operations of an organization. Primary duties include ensuring accurate financial reporting, maintaining internal controls, and overseeing budgeting, forecasting, and compliance with financial regulations. Manage accounting teams, prepare financial statements, and.
Sep 2021 - Present
Chair Of Chartered Professional Accountant Of British Columbia Sole Practioner Forum
CurrentAs Chair of the CPABC Sole Practitioner Forum I lead and facilitate discussions and initiatives that address the challenges and opportunities faced by sole practitioners in British Columbia. I play a critical role in organizing meetings, setting the agenda, and ensuring that forum members have the resources and support they need to navigate evolving issues.
Apr 2021 - Present
Book Keeper
Current
Danielle R. Boone Photography
Processing accounts payable and payrollProcess purchase order transactions and reconciliations, banking deposits, account reconciliationsReceive and record expense claims post authorized invoices, expense claims and check requisitions
May 2020 - Present
Owner And Manager
Current
Foresight Money Matters Tax & Book Keeping
Provide full cycle accounting and book keeping with a focus on small businesses.Handle Cash and deposits using proper accounting procedures and documentationProcess payroll, electronic deposits, and employee pay adjustmentsProcessed journal entries online transfers and payments
Nov 2017 - Present
Managing Owner
Current
Foresight Money Matters Tax And Bookkeeping
Jan 2017 - Present
Book Keeper
K-Rise Homes & Development, K-Rise Homes, Park Royale Holdings & 512735 B.C Ltd.
Full Cycle BookkeeperSet Up Customized QuickBooks DesktopSet Up and bring books up to datePrepare company files for Year End Preparation for CPA FirmProcess Journal Entries and Intercompany transactions and loans reconciliation
May 2021 - Sep 2022
3 education records
Foresight Moneymatters education
Cpa, Chartered Accountant
Bachelor Of Business Administration - Bba, Accounting And Finance
Bachelor'S Degree, Finance, General
Thompson River University
FAQ
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What company does Foresight Moneymatters work for?
Foresight Moneymatters works for Foresight Money Matters Tax & Book Keeping.
What is Foresight Moneymatters's role at Foresight Money Matters Tax & Book Keeping?
Foresight Moneymatters is listed as Owner and Manager at Foresight Money Matters Tax & Book Keeping.
Where is Foresight Moneymatters based?
Foresight Moneymatters is based in Delta, British Columbia, Canada while working with Foresight Money Matters Tax & Book Keeping.
What companies has Foresight Moneymatters worked for?
Foresight Moneymatters has worked for Foresight Money Matters Tax & Book Keeping, Surrey Board Of Trade, Dan'S Legacy Foundation, Cpabc Surrey/Langley/North Delta Chapter, and Danielle R. Boone Photography.
How can I contact Foresight Moneymatters?
You can use AeroLeads to view verified contact signals for Foresight Moneymatters at Foresight Money Matters Tax & Book Keeping, including work email, phone, and LinkedIn data when available.
What schools did Foresight Moneymatters attend?
Foresight Moneymatters holds Cpa, Chartered Accountant from Chartered Professional Accountants Of Canada (Cpa Canada).
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