* Contribute to the success of the accounting profession by training future CPAs* Support candidates’ online learning by reviewing and providing timely feedback on various issues

We simplify the complexities of tax and business, empowering people to make informed decisions and achieve their financial aspirations. We strive to be not just an chartered professional accountants but as a partner on your journey to success.

*Initiates strategic and commercial client contact, ensuring that all client needs are met, and accounts are maintained in a professional manner throughout the engagement.*Maintain relationships with clients at the highest level. Accountable for most operational aspects of client engagement through leading small and medium sized client engagements.*Generate new business opportunities through understanding the firms service lines and actively assess/present ways to apply… Show more *Initiates strategic and commercial client contact, ensuring that all client needs are met, and accounts are maintained in a professional manner throughout the engagement.*Maintain relationships with clients at the highest level. Accountable for most operational aspects of client engagement through leading small and medium sized client engagements.*Generate new business opportunities through understanding the firms service lines and actively assess/present ways to apply knowledge and services to potential clients. Develop relationships and network both internally and externally.*Apply appropriate industry/business knowledge by anticipating, identifying and addressing issues relevant to the client’s business.*Create and advise for planning opportunities, tax minimization strategies, and compliance issues. Provide advice on policy and tax changes necessary to meet changing market needs and developing proactive tax strategies to make effective use of business opportunities.*Reviewing the work of junior staff for accuracy and completeness Show less

• Planning and organizing teams for the preparation of tax returns and conducting and presenting tax research.• Evaluation of client business processes and policies, providing advice on policy and tax changes necessary to meet changing market needs, and developing proactive tax strategies to make effective use of business opportunities• Advising on planning opportunities, tax minimization strategies, and compliance issues.• Excellent client service skills with the… Show more • Planning and organizing teams for the preparation of tax returns and conducting and presenting tax research.• Evaluation of client business processes and policies, providing advice on policy and tax changes necessary to meet changing market needs, and developing proactive tax strategies to make effective use of business opportunities• Advising on planning opportunities, tax minimization strategies, and compliance issues.• Excellent client service skills with the ability to understand the clients' businesses. Apply all relevant technical knowledge to technical issues arising on client engagements and ensure the issues are addressed and appropriately documented in accordance with the appropriate professional standards and Firm policies• Complete the detailed review of assurance and non-assurance engagements & accounting projects to ensure that the engagement/project is in accordance with the relevant professional standards and Firm policies• Manage the efficient completion of assurance and non-assurance engagements and accounting projects within required budgets and deadlines without sacrificing quality• Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments. Stay informed of general business/economic developments and their impact to the client. Show less

* Hand-picked by members of the senior executive team to assume control of the finance function for a company nearing bankruptcy. Contributed to the remarkable turnaround of the business from a loss-making entity to a thriving enterprise with 110 employees.* Collaborate with members of the senior executive team to develop and implement strategic, operational, and financial plans designed to re-invigorate the business and provide a solid foundation for future growth. * Oversee… Show more * Hand-picked by members of the senior executive team to assume control of the finance function for a company nearing bankruptcy. Contributed to the remarkable turnaround of the business from a loss-making entity to a thriving enterprise with 110 employees.* Collaborate with members of the senior executive team to develop and implement strategic, operational, and financial plans designed to re-invigorate the business and provide a solid foundation for future growth. * Oversee the management of the entire financial function, to include: accounting, financial reporting, financial systems, budgeting, forecasting, and financial planning & analysis. Prepare monthly financial and cashflow statements for all managers to chart progress toward pre-agreed targets.* Develop and maintain timely and accurate financial statements and reports that are appropriate for the users, and in accordance with Generally Accepted Accounting Principles (GAAP) for 4 separate entities. * Implemented robust internal controls, reporting structures, and KPI's to hold senior management accountable for performance. Orchestrated significant organizational change to improve operational efficiencies and increase staff productivity.* Lead the renegotiation of the company mortgage and financial repayment arrangements. as well as significantly reduced an exorbitant labour costs .* Deliver strong operational leadership to staff members to ensure optimum productivity levels and the delivery of exceptional customer service. Manage recruitment, onboarding, training, performance management, and discipline & grievance activities for all accounting staff.* As part of the leadership team we guided the business to win the 2013 Business of the Year from the Tourism Industry Association of Canada Show less

* Initially recruited as a senior accountant (2011-2012) with Aviawest prior to the acquisition by Watermint Hotels and Resorts. Recommended for the role of Accounting Manager (2012-2013) in the new company by the controller.* Collaborated with the controller to produce financial statements and ensure the timely and accurate monthly, quarterly, and year-end close for 4 corporations. Maintained a thorough understanding of financial reporting standards and G/L reconciliations.*… Show more * Initially recruited as a senior accountant (2011-2012) with Aviawest prior to the acquisition by Watermint Hotels and Resorts. Recommended for the role of Accounting Manager (2012-2013) in the new company by the controller.* Collaborated with the controller to produce financial statements and ensure the timely and accurate monthly, quarterly, and year-end close for 4 corporations. Maintained a thorough understanding of financial reporting standards and G/L reconciliations.* Analyzed workflow to identify inefficiencies, eliminate redundancy, and increase staff productivity. Assisted in the development and implementation of new policies and procedures to enhance the workflow of the department. Skillfully managed a raft of post-acquisition change-related HR issues. Senior Accountant (2011-2012)* Effectively handled accounting activities for Parkside and Pacific Shores resorts rental revenue and distribution to over 3000 owners. Performed full-cycle accounting for Aviawest Mortgage Investment Corporation. * Prepared and reconciled monthly intercompany transactions for 5 related corporations. Reconciled G/L accounts on a timely basis to meet month-end timelines. Provided ad-hoc queries for the CFO and controller in a timely fashion.* Implemented processes and procedures to streamline the monthly payment distributions and financial reporting for 3 seperate companies. Show less

* Directly responsible for the North Island Region accounting functions. Prepared financial statements to meet quarterly reporting compliance and reconciled various balance sheet accounts.* Prepared and analyzed all the accounts receivable for the credit department and maintained the general ledger for all Columbia Fuels fixed assets.