Raymond Leung, Cpa, Cma Email and Phone Number
I’m passionate about fintech innovations and cloud accounting systems, with over 15 years of experience in public and management accounting. My expertise spans cloud accounting implementation, tax planning, financial analysis, and project cost control. At Pivot Advantage, we partner with ambitious business owners to streamline their operations, optimize cash flow, and maximize profits. We offer more than accounting services — we provide valuable financial insights that enable business owners to make informed, confident decisions that drive growth and success.💼 Pivot Advantage: Your Virtual Accounting Team for Ambitious Business Owners 💼We’re the perfect fit for your business if:Your current accountant or bookkeeper is maxed out and can’t handle more workload.You prefer not to manage an in-house accounting or bookkeeping team.You rely on spreadsheets for financial management, wasting valuable time.You’ve been doing the bookkeeping yourself and it’s overwhelming.You’re consistently losing money and can’t figure out why.You estimate project costs but aren’t sure if you’re staying within budget.Despite increasing sales, you’re not seeing the financial results you want.You need a full finance team’s expertise, but only have the resources to hire one person.Our clients report not only better business outcomes but also improved quality of life. With our support, they can focus on family, hobbies, or growing their business without the financial headaches. They sleep easier knowing exactly where their business stands and where it’s headed.Here’s how we help: When we become your online accounting department, we handle all your financial needs and provide clear, actionable insights. We won’t overwhelm you with jargon — just simple advice that helps you understand your numbers and make informed decisions.🔑 Services We Offer:Online BookkeepingSales Tax Return PreparationCashflow Forecasting & ManagementKPI/Dashboard Reporting & StewardshipOnline PayrollBudget & ForecastingIncome Tax Planning & ReturnsData Migration/Conversion to Cloud-Based SystemsOur mission is to help you improve your business performance and give you peace of mind. Let’s start a conversation and see how we can support your business.Let’s Connect! 📧 info@pivotadvantage.com
Pivot Advantage Cpa Co.
View-
FounderPivot Advantage Cpa Co. Mar 2018 - PresentVancouver, Canada Area- Developed a comprehensive business plan and financial forecast for a client's new corporation, enabling them to secure over $2M in mortgage financing for the purchase of commercial property.- Developed a Canada Digital Adoption Program (CDAP) plan to help small and medium-sized businesses adopt sophisticated and advanced technology for operating their businesses, and assisted them in obtaining up to a $100k interest-free loan from BDC for implementation.- Implemented online accounting services to streamline the back-office operations of a medium-sized business in the construction industry, resulting in the elimination of one full-time bookkeeper, a 50% reduction in accounting and tax-related costs, and freeing up office space for additional rental income.- Conducted a corporate restructuring strategy for a client to increase the cost basis of assets in their acquired company, resulting in over $200K in tax savings.- Migrated financial data from NetSuite to QuickBooks Online and integrated several fintech apps, enabling the client to gain a clear understanding of their business without sacrificing the quality of data and analytics.- Referred clients to my professional network, including financial planners, portfolio managers, insurance brokers, lawyers, mortgage specialists, graphic designers, digital marketers, and real estate agents, providing them with a one-stop-shop solution for their needs. -
InstructorAbm College Jan 2021 - Apr 2022- Maintain currency of the subjects I teach e.g. Financial Accounting, Managerial accounting, Payroll, QuickBooks Online and Canadian taxation- Be responsible for the preparation and delivery of lecture material; the design, set-up, and delivery of group and individual activities; and the preparation, delivery, and grading of assignments and exams- Utilize digital technology to deliver the course material such as D2L, Wiley Plus, My Accounting Lab, and Zoom etc. -
Controllers - Business Analysis And ReportingSyncrude Canada Ltd. Jan 2014 - Feb 2018- Led a team of engineers and accountants to conduct the Solomon Fuels Study, benchmarking the Fuels Refinery Industry on time, and analyzed the results to develop an improvement plan.- Established operating expense targets for departments using Solomon benchmarking analysis and an internal mining financial model, helping Syncrude achieve cash neutrality at a $30 USD oil price.- Analyzed and recommended available payment options for storage construction during contract negotiation, resulting in a $2 million cost saving.- Served as SharePoint SCA network lead and developed the blueprint for SharePoint migration. -
Project Controls - Turnaround And MajorsSyncrude Canada Ltd. Sep 2008 - Dec 2013- Recruited and supervised contract cost tracking team members for turnaround/shutdown maintenance, and mentored junior analysts and students.- Streamlined cost management processes, resulting in the reduction of two cost tracking positions, leading to a cost saving of $400,000.- Engaged in continuous improvement for Logistics & Yard management and conducted an indirect cold-eye review, resulting in a $10 million cost saving for the next turnaround.- Provided accurate estimates at completion to the steering committee for a $120M turnaround through earned value management, change management, and communication with execution, planning, and cost tracking teams. -
Staff AccountantThomas Chimick Ltd. Jan 2008 - Jun 2008
-
OwnerSeasonal Beverage Business At Richmond Night Market May 2007 - Oct 2007- Developed recipes for each beverage- Sourced quality suppliers of ingredients and supplies- Determined pricing and marketing strategy- Ensure compliance with food safety and security- Responsible for hiring and training
Raymond Leung, Cpa, Cma Education Details
-
Accounting And Entrepreneurship
Frequently Asked Questions about Raymond Leung, Cpa, Cma
What company does Raymond Leung, Cpa, Cma work for?
Raymond Leung, Cpa, Cma works for Pivot Advantage Cpa Co.
What is Raymond Leung, Cpa, Cma's role at the current company?
Raymond Leung, Cpa, Cma's current role is A tech savvy CPA who assists business owners to maximize profit and cashflow for their businesses.
What schools did Raymond Leung, Cpa, Cma attend?
Raymond Leung, Cpa, Cma attended Simon Fraser University.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial