Introduction

I am a licensed Toronto Chartered Accountant who is committed to offering value added accounting services to small businesses across the city. Over and above what you would naturally expect from a Chartered Accountant, I offer specialized services with a personal focus on you and your business.

My Background

Before becoming an accredited Chartered Accountant at the Canadian Institute of Chartered Accountants (CAs) in 2007, I earned a Bachelor’s Degree in Business Administration from the University of Toronto. Following my undergraduate education, I completed highly acclaimed investment courses at the Canadian Securities Institute.

During the time I was studying to become a CA, I filed tax returns and became a part-time Bookkeeper at a small retail service company where I conducted valuations, processed transactions, reconciled accounts, and executed full monthly financial evaluations of the company.

After receiving my formal education, I became a Credit Officer at a successful financial institution where I gained a wealth of experience in the Loans Department as I examined the financial stability of potential borrowers, qualified borrowers, and conducted risk analyses.

For the next several years, I acted as Staff Accountant for a small Chartered Accountants’ firm where I handled engagements – including compilations, reviews and audits – I prepared tax filings, produced year end reports, and developed new computer software templates for tax purposes and financial statements.

In the years before I began my own practice, I was a Senior Accountant and Auditor at a large public accounting firm in downtown Toronto. Here, I produced year-end financial statements for a wide range of company clients, I managed the engagement team, provided training to staff members, and I developed and implemented an effective mentoring program for students studying to become Chartered Accountants.

What I have to Offer

For the past decade, my work experience combined with my specialized education has helped me become an astute, detail-oriented and conscientious Chartered Accountant. I have the skills and the authority to offer highly sought after accounting services to businesses in Toronto and the GTA.

I am social, friendly and people-oriented. My youthfulness makes for a lively atmosphere which will take the edge off and put you at ease. I provide small businesses and entrepreneurs with much needed services in a comfortable setting, at prices they can afford.

What I Aim to Achieve

In every scenario, I strive to provide an excellent service that is capable of growing over time. My ambition is to establish long term, meaningful relationships with each of my clients to help them achieve their financial goals. As my clients’ businesses evolve over time, so will the services I provide. I will adapt to your needs, offering you dynamic and relevant advice, recommendations, and guidance. In the end, your success is ultimately my success.