Kelvin Gieck, Cfa

Kelvin Gieck, Cfa Email and Phone Number

Helping small business owners gain the freedom they crave | Creating businesses that serve the people that started them (and not the other way around) | Co-Founder of Twenty Eighty + Co-Founder of Helm @ Twenty Eighty Financial Services Inc.
Kelvin Gieck, Cfa's Location
Greater Calgary Metropolitan Area, Canada, Canada
Kelvin Gieck, Cfa's Contact Details

Kelvin Gieck, Cfa work email

Kelvin Gieck, Cfa personal email

n/a

Kelvin Gieck, Cfa phone numbers

About Kelvin Gieck, Cfa

When I was a kid I loved sports, math and learning how to save (thanks Dave Chilton - The Wealthy Barber). As weird as it was to my jock friends, numbers came easy to me, and picking rocks for good pay was actually fun.I starting cutting my teeth in the file room of big business. I got coffee for execs... but I also got my degree, became a CFA Charterholder and made amazing connections.I moved into controller and CFO roles, and got to work with a management team that loved helping small businesses as a side hustle.I grew. I learned. It taught me a lot.It taught me that the deck was stacked against small businesses. Owners and founders didn't know finance. They didn't know accounting. They knew what they were good at.They needed help, and couldn't throw money at it like the big companies could.It didn't seem fair.Twenty Eighty was built to break down this unfairness.We envision a world where we can help our clients with their finances cradle to grave. We envision a world where we take a holistic approach to drive better strategies and better results. Think of how nice it would be if you could come to a firm that knew your business affairs, personal affairs and sat a table of their experts down to talk about you, and what's best for you in every aspect. That's what we're aiming for.At Twenty Eighty, we put the focus on people first. To us that means that our relationships will be the most valuable asset our clients have (how else can we properly advise if we don't have that relationship?).We're taking an an advisory first approach. Nothing we do will be commoditized… not our bookkeeping, not our tech, not our tax. Everything will be transformational.We can help with it all: bookkeeping, accounting, tax (personal and corporate), personal financial planning and investment management.Yes, we will be your partners in financial management, but what it really comes down to for us, is... freedom. A place where our clients can focus on what they're good at, because they are getting us to focus on what we're good at.Intrigued? Here are 3 ways to learn more:1. DM me right here on LinkedIn2. Visit our website (link above)3. Schedule a discovery call with our team (through our website)

Kelvin Gieck, Cfa's Current Company Details
Twenty Eighty Financial Services Inc.

Twenty Eighty Financial Services Inc.

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Helping small business owners gain the freedom they crave | Creating businesses that serve the people that started them (and not the other way around) | Co-Founder of Twenty Eighty + Co-Founder of Helm
Kelvin Gieck, Cfa Work Experience Details
  • Twenty Eighty Financial Services Inc.
    Managing Director
    Twenty Eighty Financial Services Inc. Mar 2014 - Present
    Calgary, Alberta, Ca
    Twenty Eighty’s singular passion is to challenge “the norm” of what small business accounting looks like. Our team fundamentally believes that it isn’t enough to just marry new technology and business expertise. We aim for something more simple, but obscure and powerful: making our clients’ lives better.Our firm’s process is highly client centric and personalized. We have little project and compliance work. Instead we focus largely on running client’s business alongside them, hand in hand as their financial expert and partner. A true controller or CFO.As a modern accounting firm we achieve this efficiently through cloud technology, best in class apps, integrations and automations. We try to create the best accounting platform we can, then leverage that platform to provide real time insights, advice and guidance that help drive tangible business improvement.We love nothing more than to expose small and medium sized businesses to higher level advisory services: strategic planning, budgeting, forecasting, cash flow forecasting. Our clients love the results it creates.
  • Helm | Cashflow App
    Co-Founder
    Helm | Cashflow App Mar 2018 - Present
    Calgary, Alberta, Ca
    At Helm we love to push the practical limitations of accounting software serving small and medium sized enterprises (SMEs). As a company, we have an unshakeable belief that in doing so we aren’t just making the next shiny, niche product, we are ultimately creating a platform that betters the lives of entrepreneurs, business owners and their trusted advisors. Our current focus is on cash flow. We know from our own advisory expertise that cash flow forecasting and management are a core pillar of all successful small businesses. Because of this, we passionately believe that cash flow related apps should fit in the core technology stack of all small businesses and their advisors.Our first iteration of Helm takes square aim at these beliefs by taking cash flow forecasting to a heightened level. Integrating fully with Quickbooks Online (QBO) and Xero, it predicts the future based on the past, significantly reduces workloads involved with setup and maintenance, and greatly increases ease of use with an innovative interface.
  • Rimfire Energy Inc.
    Cfo
    Rimfire Energy Inc. Aug 2010 - Mar 2014
    Played an integral part in the daily activities of the company, assisting in raising initial private equity, financing the development of assets, analyzing data in routine M&A activity, and maintaining operational and investor reporting.
  • Cartel Energy Services Inc.
    Cfo
    Cartel Energy Services Inc. Oct 2008 - Mar 2014
    Beiseker, Alberta, Ca
    Assisted a small business in growing from a single product line to a solid mid tier service company with 20+ product lines and an integrated trucking division.
  • Onyx 2006 Inc.
    Controller | Vice President Finance
    Onyx 2006 Inc. Jun 2006 - Aug 2010
    Had direct oversight over all aspects of financial and production accounting and was also involved with the company's financing and M&A activities.
  • Rimfire Oilfield Services Ltd.
    Accountant | Controller
    Rimfire Oilfield Services Ltd. May 2000 - Jun 2006
    Tasked with general accounting duties, as well as with analysis, research and consulting on various private, direct equity investments.

Kelvin Gieck, Cfa Skills

Business Strategy Corporate Finance Financial Modeling Financial Analysis Financial Accounting Strategic Planning Financial Reporting Management Divestitures Corporate Tax Entrepreneurship Quickbooks Business Planning Private Equity Budgets Accounting Small Business Mergers And Acquisitions Strategy Sage Contract Negotiation Due Diligence Corporate Structure Acquistions Microsoft Dynamics Xero Office 365 Forecasting Cash Flow Management Cash Flow Forecasting Quickbooks Online

Kelvin Gieck, Cfa Education Details

  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst Designation
  • Haskayne School Of Business
    Haskayne School Of Business
    Accounting And Finance

Frequently Asked Questions about Kelvin Gieck, Cfa

What company does Kelvin Gieck, Cfa work for?

Kelvin Gieck, Cfa works for Twenty Eighty Financial Services Inc.

What is Kelvin Gieck, Cfa's role at the current company?

Kelvin Gieck, Cfa's current role is Helping small business owners gain the freedom they crave | Creating businesses that serve the people that started them (and not the other way around) | Co-Founder of Twenty Eighty + Co-Founder of Helm.

What is Kelvin Gieck, Cfa's email address?

Kelvin Gieck, Cfa's email address is kg****@****ial.com

What is Kelvin Gieck, Cfa's direct phone number?

Kelvin Gieck, Cfa's direct phone number is +140320*****

What schools did Kelvin Gieck, Cfa attend?

Kelvin Gieck, Cfa attended Cfa Institute, Haskayne School Of Business.

What skills is Kelvin Gieck, Cfa known for?

Kelvin Gieck, Cfa has skills like Business Strategy, Corporate Finance, Financial Modeling, Financial Analysis, Financial Accounting, Strategic Planning, Financial Reporting, Management, Divestitures, Corporate Tax, Entrepreneurship, Quickbooks.

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