Michael Barry Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Fruitman Kates provides a broad spectrum of accounting and financial services to its clients, predominantly in the private sector.As part of our audit and assurance services, we examine financial records and practices and then make recommendations to help our clients minimize risks and take advantage of opportunities. Our tax advisory services help our clients navigate the complexities of personal income tax, corporate taxes and international taxes, ensuring that they are adhering to applicable regulations while seeking solutions to minimize their tax burden.

Toronto, Canada Area

Sacks LLP merged with MNP LLP effective September 1, 2012.MNP is the 6th (2014) largest chartered accountancy and consulting firms in Canada, providing client-focused accounting, taxation and consulting advice. National in scope and local in focus, MNP has proudly served individuals and public and private companies for more than 65 years. Through the development of strong relationships, MNP provides personalized strategies and a local perspective to help them succeed.Responsibilities:• Senior Manager for a $2M+ book of business, including concurrent assurance, compilation & tax engagements (mostly large corporate groups of private entities in or serving the real estate & construction industries)• Plan, schedule & supervise the work of our team of professionals• Perform supervisory, detailed & peer reviews of working papers, financial statements, transactions, elections & tax returns• Oversee audit & review planning process for assurance engagements• Tax planning for large corporate groups & owner-managers• Billing, WIP & accounts receivable management• Staff performance evaluations, provide formal & informal engagement level feedback• Research and report to partner/client on complex GAAP & Canadian Auditing Standards (CAS) issues as necessary - including Accounting Standards for Private Enterprises (ASPE) & Accounting Standards for Pension Plans (ASPP)• Served as Chair of GTA Manager/Senior Manager Group from April 2014 to May 2015 – set agenda for & conduct monthly meetings, relay firm priorities, discuss firm results & business risks, propose policy changes• Prepare & present in-house training courses (real estate auditing, accounting & tax, and advanced CaseWare and CaseView)• Prospective candidate interviewing/hiring for Real Estate & Construction niche

Toronto, Canada Area

Formerly The Sacks Partnership, an aggressive, growth oriented real estate practice providing quality and timely service to entrepreneurial real estate owners, developers, and builders. Clients range from the small builder to the larger builder of over 2,000 homes per year, developers of thousands of acres of land, commercial and industrial builders developing millions of square feet per year, condominium builders, the owners and managers of millions of square feet of commercial, industrial and residential properties, and of course the contractors supporting the industry.Responsibilities:• Manager for concurrent assurance & compilation engagements (almost exclusively private entities in or serving the real estate industry)• Supervise the work of more than 10 professionals• Perform detailed & general reviews of working papers, financial statements, transactions, elections & tax returns• Oversee audit planning process for all audit engagements• Tax planning for corporate groups & owner-managers• Implement risk-based auditing methodology, train professional staff• As part of the Firm's Standards Committee: -- research and advise on standards -- plan & conduct weekly in-house training courses (auditing, accounting, tax, and advanced CaseWare and CaseView)• Staff evaluation, prospective candidate interviewing• Research and report to partner/client on complex GAAP & GAAS / Canadian Auditing Standards (CAS) issues as necessary - including Accounting Standards for Private Enterprises (ASPE) & Accounting Standards for Pension Plans (ASPP)• Represent the firm as its audit & tax committee representative for its professional development consortium• Web site content authoring & consultingAchievements:• 33% improvement in file turnover since joining• Introduced & implemented risk-based audit approach• Re-started dormant in-house training program

Toronto, Canada Area

Formerly DMCT, LLP, a mid-sized CA firm with over 65 professionals and 12 partners is now under the national umbrella of Collins Barrow, the 8th largest accounting firm in Canada (2009, by revenue).Collins Barrow is known as Canada's leading mid market professionals for audit, tax and advisory solutions. We serve a wide range of business, government, non-profit, agricultural and individual clients in local, regional, national and international markets. Collins Barrow is Canada's largest association of Chartered Accountancy firms.Responsibilities:• Manager for Audit engagements (mostly consolidations of large private equity-backed groups, but also owner-managed clients) reporting directly to the Engagement Partner• Manage concurrent engagements with audit teams of up to 5 staff each (totalling up to 10 at one time)• Provide staff performance evaluation and feedback• Detailed review of working paper file, financial statements & deliverables• Review tax/information returns (T2/T3/T5013)• Research and report to partner/client on complex GAAP & GAAS issues as necessary• Audit planning, budgeting & scheduling• Billing and proposals• Voluntarily prepare and present introductory audit course to new professionals of Consortium firms on behalf of the CICA Professional Development Consortium and Collins Barrow Toronto LLP• Active member of the Firm’s Social Committee (2007-2009), planning and organizing over 10 corporate team-building activities and events

Toronto, Canada Area

On August 1, 2008, the firm joined Collins Barrow, a national cooperative of accounting firms. See above.

Toronto, Canada Area

A small Toronto CA firm with over 20 professionals and 5 partners catering to owner-managed clients in the GTA.Yale & Partners LLP is one of Toronto's most progressive and reputable mid-sized accounting and business advisory firms. As an advanced general practice offering a full range of services, we work closely with clients in establishing and maintaining a solid financial foundation. Responsibilities:• Plan, perform and supervise complex Audit, Review, and Compilation engagements for owner-managed companies and Not-for-Profit entities• Corporate, personal & estate tax planning and preparation• Leadership and supervision of work performed by up to 2 junior staff• Engagement cost budgeting, quoting and price-setting• Specialized work (i.e. forecasts, valuations, rollovers, estate freezes)• Estate maintenance & passing of accounts• Plan, organize and implement several projects including the firm’s Quality Assurance Manual, its website redesign, and its software conversion to CaseWare

Toronto, Canada Area

A small Toronto CA firm serving clients in the GTA. Back then they were G.G. Cunningham & Associates.Responsibilities:• Convert data files to CaseWare from DOS format and set up financial statements in CaseView• Prepare personal income tax returns

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