Jordon Sargisson Email & Phone Number

Calgary, Canada Area

Developed into a team leader by remotely managing T1 tax returns and monthly bookkeeping while training and providing support to new staff members.Effectively onboarded 15+ clients including migration from other accounting software, implemented new administrative processes, clean up of financial records, and provided ongoing training and support. Built, documented, and supported new administrative processes for payroll, accounts payable, bookkeeping, and project management by discussing pain points with managers, creating detailed presentations for management and staff with workflow charts and live demos, and document step by step instructions for training and support.

Provided remote bookkeeping, accounts payable, and payroll services to 10+ small and medium sized businesses simultaneously across Canada.Learned and used a large suite of accounting and administration software and used that knowledge to assist other bookkeeping associates and train clients.Organized and lead skill sharing sessions with the bookkeeping team of 10+ people establishing consistent and high standards across the firm.Created detailed and customized financial reports for client stakeholders and for accountants on staff to complete year ends, tax filings, and quarterly reviews.

Provided remote bookkeeping, payroll and GST filing services for clients in Alberta and Ontario through cloud-based software and client specific processes. Taught bookkeeping processes and software to clients so they could complete their own bookkeeping, billing, and payroll.Reviewed and learned the latest accounting and administrative software to develop the best processes to suit clients needs and budget.Created custom financial reports for clients, their stakeholders, and accountants to meet all compliance and investor needs.Generated sales through a combination of online ads, networking events, and referrals from clients.

Completed all accounting and administrative tasks including bookkeeping, payroll, accounts payable and receivable through a Quickbooks Desktop accounting system.Utilized remote desktop software to provide great customer service directly to clients by providing frontline technical support fixing computers, printers and maintaining servers.Maintained relationships with vendors by discussing and placing hundreds of thousands of dollars worth of hardware orders for clients to meet their technology needs.

751 3 Street Southwest Calgary, Ab T2P 0R9

As a student intern I helped the operations department at the CORE Shopping Centre with daily tasks and projects such as aiding in achieving our BOMA Best Certification, setting up the organics collection program and conveying information for owners and other stakeholders. This gave invaluable experience in a business setting and with overcoming challenges.

5760 9 St Se Calgary, Ab T2H 1Z9

I was the shipper and receiver of a small warehouse dealing with air conditioners, furnaces, and all of their components. This taught me how to ship, receive, and organize stock while using time management skills to finish my work on time despite often being short staffed.