Patrick Grant Email & Phone Number

Port Coquitlam, Bc

Responsible for managing various engagements, tax reporting, and other business projects for clients in various industries, including manufacturing, construction, real estate, professional services, and technologyAccounting:• Responsible for supervising and managing six staff members • Responsible for managing workflow, file allocation, and tracking reporting deadlines• Supervise and review compilation engagement working paper files• Assist clients with reconciliations, payroll calculations and withholding remittances and corporate and GST instalment remittances to CRAFinancial Management (CWA Holdings Ltd.):• Full accounting for the client company • Preparation of annual triple-net budget and analysis of differences• Preparation of quarterly financial statements and analysis for company directors• Preparation of lease agreements including discussions with the company lawyer• Dealing with tenant issues• Preparation of annual financial statements and corporate tax returns• Invoicing triple net and other expenses to tenants• Liaison between directorsTax:• Prepare and review of various tax filings including corporate and personal tax returns, GST/HST returns, T5013 partnership returns, T3 slips, and trust returns, T4 slips, T5 slips and foreign tax reporting (T1134, T1135)• Prepare special tax filings including T2062 clearance certificate applications for disposition of Canadian property by a non-resident• Correspond with CRA regarding tax reviews and audits• Advise clients on tax planning Other:• Assisted clients in assessing and implementing accounting systems including manual bookkeeping, Sage/Simply Accounting and QuickBooks• Assisted client with general accounting, software, and business questions and advise on business planning opportunities

Port Coquitlam, Bc

I provide review and compilation engagements for clients of the company. I also prepare corporate and personal tax returnsInternal accounting performed.

Burnaby, Bc

Reconciliations done.

Cape Town Area, South Africa

I provided audit and accounting services to private owner manager companies and close corporations.Taxation and company secretarial services.Provided business advice to clients.

Cape Town Area, South Africa

Audits of owner manager companies. Company secretarial work including conversion of companies to close corporations.Personal and corporate tax returnsClient liaisonInvolved with hiring and termination of employees.Internal accounting and administration.Advising clients on business strategy.

Cape Town Area, South Africa

Computerized the company records using AccPac and Lotus 123.Created systems which gave a more accurate report for the company's owner.Worked on Human Resources including dealing with staff issues in all departments. Implemented a medical benefits plan as well as a pension plan for all staff.Revised costing methods which reduced wastage.

Cape Town Area, South Africa

Client accounting, tax and auditing for small owner managed clients. I tested computer software for implementation by the company and clients. I supervised all staff and was involved in hiring process for new accounting staff.

Cape Town Area, South Africa

I worked on audits of small owner managed companies as well as medium companies.

Cape Town Area, South Africa

I trained with the company. My work included audits of owner managed companies, clubs and not for profit organizations. I also handled personal and corporate taxes, company secretarial work and trained staff in the last few years of my employment.

C.A., Accounting

Receiprocity Exam of Canadian Institute of Chartered Accountants

C.A. (S.A.), Accounting

Final Qualifying Exam of Public Accountants and Auditors Board

C.T.A., Accounting

Certificate in the Theory of Accounting