BUSINESS IS ABOUT PEOPLE, NOT JUST NUMBERS…
…so while we are experts at numbers, we know that our most important role is to help you, the person behind the business.
About The Firm
You are not an accountant, but you do know the day-to-day activities of your business so let me help you translate that into financial information you can understand. Whether you have fallen behind, not sure where to start or just want some more guidance on the accounting, rest assured I am here to help you regardless of the stage you are at. Your business is important and so is the financial information you need, I understand that accounting can be overwhelming and I am here to make it easier for you.
Proactive Accounting is at the core of our Service!
We provide the guidance you need up front to minimize Surprises later.
What does that look like in your business?
It could be reminders to prepare your T4, or T5.
Maybe it’s reminders of your year-end deadlines.
It might include reminders of your corporate and personal tax deadlines.
Perhaps it includes advance tax planning if needed.
BOOK A CALL
CORPORATE
Taxation
SOLE
Proprietor
PERSONAL
Taxes
CFO
Advisor
BOOK
Keeping
FOUNDER / CPA
Michelle
Hi there, I am Michelle, your trusted numbers gal here! Nice to meet you!
After spending many years in larger accounting firms in various positions, I realized I was very passionate with working with small business owners and decide to branch off and founded this accounting firm. I started with nothing but a ambitious goal and the desire to change how small businesses felt about the relationship with their accountant. As a business owner myself, I understand some of the challenges you can face and hope to make this process as easy as possible for you!
I specialize in small to mid size companies and have a wide variety of clients from professional services, construction or related professionals, wellness professionals, realtors and manufacturing.
In my free time, I am normally trying to come up with some adventure with my family and I am an avid traveler. If I am not on a plane or somewhere exploring, I am normally relaxing with a glass of wine!
ACCOUNTING AND BOOKKEEPING MANAGER
CORY
Cory oversees the bookkeeping department and is hands-on with personal and corporate taxation as well as client management. He has a knack for organizing financial data, thanks to his background in document review and compliance, which helps clients navigate their accounting needs with confidence. Cory is all about finding better ways to work and believes that a strong team and good communication lead to happy clients.
Outside of the office, Cory is a devoted husband and father who loves traveling and making memories with his family. He’s also a big sports fan—playing baseball in the summer and hockey in the winter keeps him active and engaged.
Joelle
Meet Joelle, the backbone of our team! Jo brings her expertise in keeping everything on track behind the scenes, ensuring we stay organized, efficient, and ready to tackle what’s next. With a focus on streamlining processes and managing day-to-day operations, Jo allows our firm to focus on what we do best: supporting our clients. From implementing automation to taking on those time-consuming tasks, her support is all about making things run smoothly and setting us up for long-term success. We’re so lucky to have her dedication and passion for growth on our team!
ADMINISTRATION AND OPERATIONS SUPPORT
ACCOUNTING AND BOOKKEEPING ASSOCIATE
Laura-kaye
Meet Laura-Kaye, better known as LK, our Accounting and Bookkeeping Associate. With extensive experience in payroll, accounts receivable and payable, and tax filings, LK combines technical skills with a friendly approach. She is proficient in various accounting software and pays careful attention to detail in her work. Her experience includes managing payroll processes, bank reconciliations, full-service bookkeeping, and ensuring compliance with Canadian payroll regulations.
Outside of work, LK is a busy mom of four and enjoys running, participating in marathons throughout Alberta. Her organizational skills and dedication make her a valuable asset to our clients and team.
Top 3 questions we get asked:
1. Dividends vs Salary?
2. What if I am 3 years behind?
3. How do I record my vehicle?
