I possess the skills necessary to provide a full range of assurance services (audits and review engagements) as well as non-assurance services for compilations, corporate and personal tax and financial consulting services, including but not limited to the following;
- Accounting and Taxation services for Trusts
- Cash-flow and budgeting models
- Professional monitoring services to other CPA firms
- Internal financial processing reviews
Professional Summary:
- Running and managing my own full-time practice as a Chartered Professional Accountant. The primary focus of my practice is with companies which are privately held and owner-managed with sales ranging up to $75M annually.
- Deliver reviews of valuation for the purpose of dispute resolution for both shareholders and cases of matrimonial breakdowns, as well as facilitating business mergers and acquisitions.
- Provide full range of assurance services (audit and reviews) as well as non-assurance services compilations.
- Provide full range of both corporate and personal income tax preparation and services.
My Professional Experience include:
Instructor & Technical Case Reviewer – 1988 to 2013
- Instructor for the School of Accountancy for the integrated case weeks (1988 – 2014)
- Technical case reviewer for the School of Accountancy (1993 to 2013)
- Instructor for ICAO delivering course on Review Engagements (2008 to 2013)
- Instructor for ICAO delivering course on Notice to Reader (2009 to 2013)
- Instructor for ICAO delivering course on File Review Methodology (2011 to 2013)
Education:
Canadian Institute of Chartered Accountants (CICA), CA designation, 1986 (ICPAO membership and public license to practice both in good standing), CPA designation 2013.