Patrick Polakovic Email & Phone Number

Kitchener, Ontario, Canada

As a staff accountant, I prepared a diverse set of financial engagements across various industries, including compilation engagements, T2 corporate returns, T1 personal returns, T3 trust returns, and bookkeeping services. Leveraging strong Excel and related software skills, I became the go-to contact for queries and training on this software and later developed and introduced various automation tools and technologies to enhance accuracy and speed of completion of engagements. I was then quickly charged with leading technical training and related onboarding tasks for new staff and quickly established a reputation as a reliable point of contact for guidance. By consistently surpassing expectations, I have received multiple recognitions for my contributions to the firm's success.

Kitchener, Ontario, Canada

As a bookkeeper for a small family company, I was responsible for managing all aspects of financial record-keeping, including accounts payable, accounts receivable, reconciliations, and financial reporting. I worked to improve efficiency and accuracy by developing and implementing effective financial systems and processes. In addition to my bookkeeping duties, I provided consulting services on financial management and business operations, leveraging my expertise in Quickbooks Desktop, Quickbooks Online, and Excel to manage the company's financial records and generate reports for decision-making purposes.

Kitchener, Ontario, Canada

As a bookkeeper at Fliteline Services, charged with leading projects in multiple sister companies, I successfully led the conversion of the pilot shop's and aircraft maintenance's accounting system from a legacy system to QuickBooks Online. My strong project management skills were key to overseeing the conversion process from start to finish, and I conducted, analyzed, and reconciled inventory counts to ensure compliance with aviation regulations and the proper establishment of the new systems. In addition, I set up an e-commerce store via the Shopify platform for the pilot shop and implemented a new front-end maintenance workorder and inventory system for the maintenance division. After implementation, I designed and implemented effective controls, policies, and procedures to ensure data integrity and accuracy, and provided re-training to employees on the new software(s) & procedures.

Cambridge, Ontario, Canada

As a tax accountant, I have developed a deep understanding of the Canadian tax system and have accurately prepared returns for over 100 individual and corporate clients. I have completed hands-on tax research, with a particular focus on analyzing the taxation of dividends, interest, and capital gains, and contributed to more complex tax projects such as CDA elections, section 85 rollovers, wind-ups, and re-organizations. I have collaborated with other staff to develop strategies for reducing clients' total tax liability and have participated in seminars and workshops to stay up-to-date with the latest Canadian tax regulations. My strong analytical and problem-solving skills have helped me identify and resolve tax issues, and I have gained experience working with various tax software, including Cantax and Taxprep.

Bachelor Of Business Administration (Honours) - Accounting, Audit, And Information Technology

Activities and Societies: Conestoga College Accounting Association (CCAA)Graduated with Distinction

Diploma Of Business Administration - Accounting

Activities and Societies: Conestoga College Accounting Association (CCAA)Graduated with Distinction