We provide public accounting services including:- Accounting and assurance including compilation (previously referred to Notice to Reader or NTR) and review engagements.- Taxation - Design and implement tax saving strategies for individuals and corporations including will, estate, and succession planning. We partner with industry leading specialists in regorganizations and US tax planning.- Advisory - Helping you with every stage of your business life style including start-up and incorporation, accounting processes and policies and IT Consulting.- External controllership - I can help you with all of the above and much more in my role as an external controller.One of my main roles is an external controller for a large company in the natural gas compression service industry. I provide consulting and implementation services for accounting policies and procedures. My duties include:- Preparation of monthly bank reconciliations- Management of the internal accounting team- Review receivables, payables, payroll, and the general ledger- Review and prepare monthly income statement and balance sheet for bank compliance- Prepare specialized and custom reports for managmeent and the bank using Excel and Power Bi- Investigate and assist in the implementation of new accounting programs and systemsMy other roles include:- Preparation of reviewed financial statements compliant with Accounting Standards for Private Enterprises (ASPE) for clients in a variety of sectors including construction, NPOs, and rental companies- Review compiled financial statements- Review corporate and personal tax returns- Mentor junior staff members- Retirement planning- Financial forecasting- Prepare of specialized Excel templates- Prepare informational and planning documents for clientsWe run a modern paperless firm allowing us to provide services remotely or welcome you into our offices for personalized meetings.

We provide insolvency services for Albertans, including financial advice. I am responsible for monitoring and reporting on the financial health of the company. By working closely with management and trustees, I have developed, implemented, and maintained strategies and technologies to improve our workflow management.I have been responsible for monitoring and reporting our performance to key stakeholders such as management, lenders, and staff. To meet these needs I have become proficient in several Microsoft 365 technologies including SharePoint and Power BI. By leveraging these technologies I have also been able to bring together key information from QuickBooks, Salesforce, UBERbase, and CaseWare time into consolidated reports and dashboards.Common reports I am responsible for generating, analyzing, and providing recommendations on include:- Weekly Cash flow reports and forecasts- Monthly and quarterly financial statements- Client sign-up trends- Staff productivity reports- Work in progress reports including pipeline reports to monitor how fees are a progressing through various processesOur company is very collaborative and I have had the opportunity to work with staff members to implement new estate management software, improve file processes, and manage client tax filings. Although it is far from my specialty I have benefited greatly from my colleagues expertise in learning some of the ins and outs of the insolvency profession.

My primary concern is helping small businesses grow and improve their internal processes. We help new and existing business evaluate their current accounting and reporting systems to improve efficiency. For most small businesses we have chosen QuickBooks Online as the primary accounting system due to it's ease of use and our ability to seamlessly and simultaneously work with them.I have worked on several projects including:- Transitioning existing businesses from Sage 50 and QuickBooks Desktop to QuickBooks Online- Preparing quarterly financial statements to comply with bank covenants- Providing complex ratio and financial analysis to facilitate financing- Integrating third party apps with QuickBooks Online for document storage and pre-authorized payments- Consulting on operational reorganizations, CRA and trade payable prioritization strategies, and cash handling procedures- Working with our tax group to plan, develop, and deploy tax strategies for our clients.I also manage one of our partners files. This involves reviewing standard public accounting engagements including compilation, review, and audit engagements.We are continually improving our firms own internal processes and I have been involved with our templates and standards group. This has allowed me to contribute back to the firm by:- Developing new CaseWare templates, including custom firm CaseView documents- Preparing and presenting new standards to staff- Transitioning the firm to a paperless office- Improving engagement turnaround and implementation of workflow management

Preparing and reviewing Notice to Reader engagements. For these engagements I have primarily been involved in reviewing the work of Junior Associates and assisting them in improving their work.Developing and monitoring budgets for construction companies. We strive to provide daily, monthly, and annual appraisals for clients to assess the progress of their business. Related to this, I have drafted several business plans for medical professionals providing financial projections and an action plan to grow their business.Our firm primarily deals in providing outsourcing services which allows companies to put their focus on their passion rather than getting caught up with day to day accounting operations. I supervise several senior and junior associates who are responsible for all accounting functions in a variety of companies with a particular focus on construction and medical professions. This includes reviewing outgoing payments, invoicing, and payroll functions. To facilitate these functions the team must collaborate requiring me to assist and teach junior staff to fulfill their roles.Coordinating financing and bonding agreements by working with owners, financiers, insurers, and other third parties. Providing documentation to all parties either on my own or directing junior staff to seek out or draft requested information.Notice to ReadersCorporate TaxPersonal TaxOutsource accounting (Accounts payable, accounts receivable, payroll)BudgetingPlanning

Continuation of my work at Faber and Company after the firm was split up.I was involved in developing the Notice to Reader, Review, and Audit programs working closely with the associate partner at the firm along with other staff members. I authored the Quality Assurance Manual used by the firm and developed several excel and caseview templates for the firms engagements.My main responsibility at the firm was to prepare the office's review engagements with a variety of clients across many industries. I also worked on and assisted coworkers with compilation engagements and personal tax preparation.I was also heavily involved in helping the firm with computer issues. My interest in technology and experience with Microsoft Office, Caseware, and Caseview allowed my to assist in many day-to-day computer issues. I was also responsible for software updates throughout the office.Tax complianceAuditsReviewsNotice to ReadersCorporate taxPersonal taxBookkeeping consultation

I began working here during my third year at NAIT and started as a part-time bookkeeper. This provided me an opportunity to become familiar with Quickbooks, Simply Accounting, and various excel and manual methods of bookkeeping. It also gave the opportunity to learn about many different industries and develop long lasting professional relationships with clients.After graduating from NAIT I began working on Notice to Reader engagements for clients I had previously done bookkeeping for giving me a greater understanding of the full accounting cycle for smaller businesses.As I progressed through the Chartered Accountants program I began to work on Review and Audit engagements.Due to my experience in all aspects of firm work I assisted my coworkers in a variety of engagements and other projects prepared by the firm.ReviewsNotice to ReadersCorporate taxPersonal taxBookkeepingBookkeeping Consultation

Collaborated with large team picking, packaging, and shipping parts. Learned to deal with tight time constraints and prioritize.

Monitor entry into secure areas at the airport.Conducted walkthrough of airport premises.

Worked with team to meet deadlines in transporting luggage to and from airplanes.

Trained new staffAssisted customers with luggage