Dedicated to knowing and understanding your business and/or your personal accounting requirements
Offer professional service at reasonable rates
Establish excellent working relationships - deal with me exclusively thus ensuring you always have a key contact
Provide full spectrum accounting services for all small business needs (including banking, bookkeeping and completion of and filing of personal and corporate tax returns)
Confidentially of client records ensured
My area of focus is in providing individual, dedicated service to small and medium sized businesses. I can also assist you with new business set up and endeavour to make this as easy and as stress free as possible.
Full training can be provided in regard to accounting software, bookkeeping, GST and payroll. Creating an environment that allows your business to operate smoothly and with financial efficiency is of great importance to me. I also supply accounting services to individuals in regard to personal tax, budgeting and monitoring credit.
As of July 1, 2015 my professional designation changed to CPA, CGA. On that date, the Chartered Professional Accountants Act came into force, creating the CPA designation in Alberta and bringing together Alberta’s Certified Management Accountants, Certified General Accountants, and Chartered Accountants.
Chartered Professional Accountant / Certified General Accountant with 16 years experience in bookkeeping, financial reporting, banking, payroll, and taxation.
I have been practising in Okotoks for 7 years, serving both individuals and small businesses.
Experience in Canadian and International oil and gas industries.
As a Member of the Chartered Professional Accountants of Alberta I adhere to a strict Code of Ethical Principles and Rules of Conduct defined by the association. I also continuously upgrade my knowledge base through professional development opportunities offered by the association and by its affiliates.
Possess a Bachelor of Humanities in Economics from the University of Calgary.