Jacqueline Ho, Cpa, Cga, Tep Email & Phone Number

Richmond, British Columbia, Canada

• Trusted business advisor that works with clients to achieve their personal and business goals on tax planning, retirement planning, and estate planning.Business consulting services include:
• Tax services – delivering a wide range of tax services, from corporate reorganization to estate planning and general tax advice for individuals and privately held businesses.
• Private corporation – corporation tax planning, succession planning, share restructuring, and compliance services.
• Personal tax advisory – personal tax planning, retirement planning, estate planning and cross-border business strategies.
• General accounting services
• filing of personal income tax returns, corporate income tax returns, and T3 trust tax returns.

Richmond, British Columbia, Canada

• Solutions provider that helps small businesses relieve stress by setting performance goals, planning for success, and maximizing the financial impact on the bottom line.Business consulting services include:
• Tax services – delivering a wide range of tax services, from corporate reorganization to estate planning and general tax advice for individuals and privately held businesses.
• Private corporation – corporation tax planning, succession planning, share restructuring, and compliance services.
• Personal tax advisory – personal tax planning, retirement planning, estate planning and cross-border business strategies.
• General accounting services
• filing of personal income tax returns, corporate income tax returns, and T3 trust tax returns.

Vancouver, Canada Area

Community Engagement Committee Director - July 2018 to PresentChapter Chair - July 2017 to June 2018Social Committee Director - July 2016 - June 2017Chapter Chair - July 2014 to June 2016CPABC 2015 Service to the Profession Award.

Richmond, British Columbia, Canada

• Solutions provider on tax planning and estate planning for individuals; estate and succession planning for small business owners.Consulting services include:
• Tax services - filing of personal income tax returns and corporate income tax returns.
• Financial statements reporting.
• Controllership services for small businesses, not-for-profit organizations and charitable organizations
• Bookkeeping
• Payroll services

Vancouver, British Columbia, Canada Area

• https://ctsangcpa.ca/
• Tax services and compliance - preparation and filing of personal, corporate and trust tax returns and financial statements.
• Performed compilation & review engagements.
• Controllership services for small businesses – issued timely financial statements and performed financial analysis; established policies and procedures to ensure compliance with the CRA tax laws and regulations.
• Researched and analyzed technical tax issues and implemented income tax compliance.

Richmond, BC

• Supervised a team of two finance staff and oversaw the accounts payable function
• Led and managed month-end process, reviewed journal entries and semi-monthly cheque runs
• Performed monthly variance analysis on financial statementsAchievements
• Engaged in the preparation of quarter-end financial statements, MD&A and presentation decks
• Designed and prepared month-end reporting package with analysis, graphs and charts

700 West Georgia Street, Suite 2000, Vancouver, BC V7Y 1K9

• (Corus Radio Vancouver feastures 4 local radio stations: CKNW AM980, Rock 101, CFOX and AM730)Finance leader of the complex, dynamic Vancouver 4-station operation: directing a team of four as well as supervising.
• Successfully developed and managed the master operating budgets and 20+ cost centre budgets; engaged in SWOT analysis, involved in strategic decision making; presented the financial budgets to the General Manager and.
• Proficiently produced and reviewed financial statements within 4 days after month end, performed detailed analysis on financial statements, monitored key performance indicators, and provided commentary on variances.
• Presented the monthly forecasts and variance analysis to the President of Radio, VP Finance, VP Sales and Director of Finance. Captured cost saving through strategic expense management and human resources planning

Vancouver, Canada Area

Chapter Chair - July 2012 to June 2014Chapter Vice-Chair - July 2010 to June 2012Professional Development Committee Chair July 2009 to June 2010

• Led a team of four accounting staff; managed cash outflow budget, forecast, and analysis; and ensured compliance with accounts payable disbursement policy. Responsible for merchandise payable, audit recovery, cash.
• Consistently achieved cash outflow budget and maximized cash discounts
• Significantly decreased audit recovery claims by speeding up the process of debit and credit notes
• Created standard operating procedure manuals for month-end processes and accounts payable; followed by conducting training sessions to Head Office Shared Services department
• Successfully working with IT in implementing the HST feature of ERP System under tight deadline

• Directed the Accounting, Purchasing, and Production departments; recruited, trained, and mentored a team of two direct reports and two managers. Responsible for full-cycle accounting, month-end closing process.
• Decreased production costs by performing scenario analysis and moving to outsourcing
• Negotiated, reviewed and renewed agreements with local and US contract manufacturers. Identified preferred material suppliers and reduced material costs through volume discount
• Efficiently computed job/inventory/product costs, reviewed bill of materials periodically, analyzed and reconciled production variances, and supervised inventory counts
• Effectively developed budgets and analyzed and forecasted costs of projects; generated monthly project cost and revenue reports; performed milestone invoicing; and maintained holdback accounts
• Led an internal fraud investigation on former employee embezzlement. Provided evidence to RCMP and the court. Recovered the destroyed financial information and developed internal policies and controls to prevent fraud.

Chartered Professional Accountant (Cpa), Accounting, Taxation, Corporate And Personal Income Tax Planning, Management Consulting, Etc.

Tep Designation, Step Canada Diploma In Truest And Estates

What is STEP? STEP is a global professional body, comprised of lawyers, accountants, financial advisors and other practitioners that help.

Certified General Accountant (Cga) Designation, Accounting

Honours Bachelor Of Commerce (Hbcom), Accounting & Commerce

Dean's Honour List Industry Champion 2007 of The Business Strategy Game