Jo-Anne Rees

Jo-Anne Rees Email and Phone Number

Assisting entrepreneurs wishing to modernize their accounting systems to make year-end & tax time easier & more affordable. @ JoAnne Rees - Cloud keepers
Jo-Anne Rees's Location
Port Coquitlam, British Columbia, Canada, Canada
Jo-Anne Rees's Contact Details

Jo-Anne Rees work email

Jo-Anne Rees personal email

n/a
About Jo-Anne Rees

Extensive accounting & business applications experience* Highly suited for data migration & web-based integrations & reporting developments, accounting systems development ERP system software to Cloud Accounting systems applications; Niches: Progressive IT minded.* Ability to project manage accounting & business procedures & develop cloud based accounting systems. * I can teach accounting systems / Cloud Accounting software - QBO Pro-Advisor & Advanced Certified, Xero Certified Partner, Sage 50, Quick-books Accountant Desktop-all versions, Sage 300 (basic operations)All recent & past work experiences have been rewarding and valuable to my overall career. Education & Apprenticeships Experience: Liaison administration of trades’ apprenticeship has enhanced my ability to provide coaching and to collaborate effectively with students, youth, & industry leaders.

Jo-Anne Rees's Current Company Details
JoAnne Rees - Cloud keepers

Joanne Rees - Cloud Keepers

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Assisting entrepreneurs wishing to modernize their accounting systems to make year-end & tax time easier & more affordable.
Jo-Anne Rees Work Experience Details
  • Joanne Rees - Cloud Keepers
    Lead Accountant; Sr. Technician
    Joanne Rees - Cloud Keepers Sep 2023 - Present
    Bc, Canada
    -New startups & legacy software conversions to best practice Cloud Accounting (Quickbooks (QBO), Xero, or "any" cloud-based software change simplified!-Data conversions from Sage 300, QB Desktop, or simply systems to automate your CRM into best practice software. ¬Consulting free with "my" Pro-Advisor subscription & monthly cycle accounting to year end taxation¬Accounting change management - Current software systems conversion into the cloud.(CRM data imports)¬Step by step… Show more -New startups & legacy software conversions to best practice Cloud Accounting (Quickbooks (QBO), Xero, or "any" cloud-based software change simplified!-Data conversions from Sage 300, QB Desktop, or simply systems to automate your CRM into best practice software. ¬Consulting free with "my" Pro-Advisor subscription & monthly cycle accounting to year end taxation¬Accounting change management - Current software systems conversion into the cloud.(CRM data imports)¬Step by step office procedures & training sessions is a great option for your change management. ¬Clients will be provided with financial reporting in real time! Show less
  • Mnp
    Sr. Technician (Cloud Accounting)
    Mnp May 2022 - Jan 2023
    Langley, British Columbia, Canada
  • International Brotherhood Of Electrical Workers (Ibew)
    Bookkeeper / Accountant
    International Brotherhood Of Electrical Workers (Ibew) Apr 2021 - Apr 2022
    Port Coquitlam, British Columbia, Canada
    Full cycle accounting to Financial Statements & Year End Audit working papers● Oversee accounting functions, addressing day-to-day accounting related inquiries:Accounts Payable, Accounts Receivable and employee expenses entries, balancing and monthlyreconciliation of general ledgers, cash books, journals, journalize transactions of all union funds, bankaccounts and deposits.Reconciliation of restricted funds,Prepare monthly management reports, includingsupporting… Show more Full cycle accounting to Financial Statements & Year End Audit working papers● Oversee accounting functions, addressing day-to-day accounting related inquiries:Accounts Payable, Accounts Receivable and employee expenses entries, balancing and monthlyreconciliation of general ledgers, cash books, journals, journalize transactions of all union funds, bankaccounts and deposits.Reconciliation of restricted funds,Prepare monthly management reports, includingsupporting documentation.Create database reports required for statistical and analysis purposes.Monthlyaccount reconciliations including remittances, intercompany billing. Cash flow reporting and varianceanalysis when needed. Calculate, remit all necessary government transactions. Show less
  • Sheet Metal Industry Training Board
    Office Administrator / Full Cycle Accountant
    Sheet Metal Industry Training Board Jun 2010 - Apr 2021
    Surrey, Bc
    -full cycle accounting to financial statements for a non-profit trade school society & BOD NPO; including two trust entities account systems and roofing trade affiliate reporting. monthly cycle reconciliation for two trust funds; union payroll, deductions & remittances local union. -web based data import, query writing & reports maintenance.-Extensive assistance to the Training Coordinator - administrative processing of apprentices through Industry Training Authority (ITA)
  • Rees Accounting Systems
    Accounting Systems Consultant
    Rees Accounting Systems Apr 2006 - Dec 2019
    Port Coquitlam, Bc
    Accounting systems start up planning (SME's to ERP), custom accounting applications data integration to web-based database systems; accounting software systems design & ERP with E-commerce solutions project management.
  • Sheet Metal Industry Training Board For Sheet Metal Workers Training Centre
    Full Cycle Accountant
    Sheet Metal Industry Training Board For Sheet Metal Workers Training Centre Jun 2009 - Aug 2010
    Surrey Bc
    - full cycle accounting for four operating accounts and two trust funds- accounting systems set-up & design for two divisions; registrar schooling fund processes.- training Coordinator's assistant for apprentice intake through to Red Seal Trades certifications
  • Express Employment Professionals International Headquarters
    Finance Manager
    Express Employment Professionals International Headquarters Sep 2008 - Mar 2009
    Coquitlam
    Employment contract: Tri-Cities Chamber of Commerce -monthly cycle accounting; fundraising project reporting, yearend review working to assist auditors, implemented & managed to completion a transition in accounting software from AIMS for temporary use into Intuit’s Quickbooks, training and supervisory of A/R invoicing, cash flow and A/P management, event budgets to actual; monthly cycle accounting & payroll
  • Robert Half Finance & Accounting
    Intermediate To Senior Accountant
    Robert Half Finance & Accounting Mar 2007 - Aug 2008
    Contracts-Various Locations & Positions (High Demand-Quality Solution)
    full cycle accounting positions; moving into a senior level-union payroll & trust funds, database administration-provided solutions for applications reporting problems-skills with all mainstream accounting programs & Oracle''s JD Edwards-A/R ***BC Housing, Accurate Effective Bailiff’s Inc./Repo.com, Metrotown Centre Dental Clinic, Lumber Grading Association of BC
  • Rees Accounting Systems
    Accounting & Tax Planning/Preparer
    Rees Accounting Systems Apr 1995 - Dec 2005
    Tri-Cities, Bc
    REES ACCOUNTING SYSTEMS provides small businesses with efficient, competitive, and affordable accounting & financial information systems solutions through to tax preparation.
  • Rocky Mountain Productions Services
    Full Cycle Accountant
    Rocky Mountain Productions Services Aug 1998 - Sep 2005
    Vancouver, Canada Area
    -Full cycle accounting to financial reporting for four company affiliates.-Set-up & designed accounting systems through to successful operations-cash flow forecasting; cost control, payroll systems with benefits plan

Jo-Anne Rees Skills

Project Management Cost Accounting Databases Financial Accounting It Strategy It Solutions Budget Forecasts Apprenticeships Database Administration Accounting Tax Accounting Tax Preparation Accounting System Business Tax Planning Bookkeeping Management Financial Reporting Customer Service Leadership Budgeting

Jo-Anne Rees Education Details

Frequently Asked Questions about Jo-Anne Rees

What company does Jo-Anne Rees work for?

Jo-Anne Rees works for Joanne Rees - Cloud Keepers

What is Jo-Anne Rees's role at the current company?

Jo-Anne Rees's current role is Assisting entrepreneurs wishing to modernize their accounting systems to make year-end & tax time easier & more affordable..

What is Jo-Anne Rees's email address?

Jo-Anne Rees's email address is jo-anne.rees@mnp.ca

What schools did Jo-Anne Rees attend?

Jo-Anne Rees attended Cga/sait- B.b.a Degree Partnership, Southern Alberta Institute Of Technology, Certified General Accountants Association Of Bc, Vancouver Community College (Vcc).

What are some of Jo-Anne Rees's interests?

Jo-Anne Rees has interest in Social Services, Education, Environment, Poverty Alleviation, Science And Technology, Human Rights, Arts And Culture, I Absolutely Love Music.

What skills is Jo-Anne Rees known for?

Jo-Anne Rees has skills like Project Management, Cost Accounting, Databases, Financial Accounting, It Strategy, It Solutions, Budget Forecasts, Apprenticeships, Database Administration, Accounting, Tax Accounting, Tax Preparation.

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