Experience

Bench Accounting

• Canada
• Accounting
• 400 - 500 Employee

• Expert Associate

  • Jan 2022 - Present

  Vancouver, British Columbia, Canada Since becoming an Expert Associate in January 2023, I have continued to provide monthly bookkeeping services for U.S. small businesses but with some of my largest client's now making almost $10 million in gross annual revenue. These new clients have significantly larger and more complex books compared to those of my original clients but this has given me an opportunity to further improve my efficiency and breadth of knowledge. During the 2021 and 2022 tax seasons, my first two tax… Show more Since becoming an Expert Associate in January 2023, I have continued to provide monthly bookkeeping services for U.S. small businesses but with some of my largest client's now making almost $10 million in gross annual revenue. These new clients have significantly larger and more complex books compared to those of my original clients but this has given me an opportunity to further improve my efficiency and breadth of knowledge. During the 2021 and 2022 tax seasons, my first two tax seasons as an Expert Associate, I personally generated over 80 year-end tax packages but also aided in the completion and generation of many more financial packages for newer Associates on my team to ensure that tax filing deadlines were met. I continue to communicate frequently with clients and CPAs, over the phone and via email, to ensure bookkeeping accuracy and completion, as well as taking escalation calls for the team when difficult conversations need to be had with clients. As part of this role, I continue to assist in the training and mentorship of new Associates after they complete their time in Bench's operational training academy to share my tenured knowledge and experiences and to give back in the same way that my mentor did before me. I have successfully mentored three Associates in a one-on-one capacity over the past year and a half but I also help generally with the mentorship of other new associates on the team to share knowledge where I can. I have continued to organize daily and weekly work and review schedules for myself and new Associates to ensure the quality and accuracy of the teams books. In addition to the core aspects of my role, I have often requested to champion the testing and rollout of new products and systems to improve the client experience and the accuracy and efficiency of our services. I am frequently involved in testing and feedback sessions which provides me with insight into the inner workings of our service and the future of my role.

• Associate

  • Sep 2020 - Jan 2022

  Vancouver, British Columbia, Canada During my almost year and a half as an Accounting Associate, I provided monthly bookkeeping services for over 40 U.S. small businesses with approximately $50,000 - $4,000,000 in gross annual revenue and was directly responsible for the completion and generation of year-end tax packages for my clients. I frequently communicated directly with both clients and CPAs, over the phone and via email, to ensure that the books were completed in a timely and accurate manner each month and that the… Show more During my almost year and a half as an Accounting Associate, I provided monthly bookkeeping services for over 40 U.S. small businesses with approximately $50,000 - $4,000,000 in gross annual revenue and was directly responsible for the completion and generation of year-end tax packages for my clients. I frequently communicated directly with both clients and CPAs, over the phone and via email, to ensure that the books were completed in a timely and accurate manner each month and that the client's taxes were filed before their deadline. As part of this role, I also assist in the training and mentorship of new Accounting Associates after they completed their time in Bench's operational training academy. I helped organize daily and weekly working and review schedules for both myself and new Associates to ensure that they could grow into their role and discover their potential.



The Students' Union at UWE

• United Kingdom
• Higher Education
• 1 - 100 Employee

• Venue Supervisor

  • Aug 2019 - Aug 2020

  Bristol, England, United Kingdom My responsibilities included providing customers information on the available range of lagers, ales and spirits, changing and rotating barrels and kegs, assisting in stock take, delegating responsibilities, the training of new staff on bar operations and barista techniques. This opportunity allowed me to have a greater contribution to the workplace and an increased level of responsibility reinforced skills I had developed through my time as a venue assistant.



National Park Service

• United States
• Government Administration
• 700 & Above Employee

• Biological Technician

  • Sep 2018 - May 2019

  Tucson, Arizona My university placement year was spent with the United States National Park Service at the Sonoran Desert Network (SODN) in Southern Arizona. As a member of a field crew, I worked as a biological technician for the Uplands, Vegetation Mapping and Wildlife Camera Protocols collecting field data and assisting in environmental surveys. This role required a strong attention to detail and an in-depth knowledge of data management and manipulation. This position also provided me experience in… Show more My university placement year was spent with the United States National Park Service at the Sonoran Desert Network (SODN) in Southern Arizona. As a member of a field crew, I worked as a biological technician for the Uplands, Vegetation Mapping and Wildlife Camera Protocols collecting field data and assisting in environmental surveys. This role required a strong attention to detail and an in-depth knowledge of data management and manipulation. This position also provided me experience in working in a wide range of environments and temperatures ranging from 40°C down to -7°C. Show less



The Students' Union at UWE

• United Kingdom
• Higher Education
• 1 - 100 Employee

• Venue Assistant

  • Sep 2016 - Aug 2018

  Bristol, United Kingdom My duties included providing customers with information on the available range of lagers, ales and spirits, serving alcoholic and non-alcoholic beverages, making coffee with a commercial espresso machine and maintaining a safe and hygienic work environment.



Waitrose & Partners

• United Kingdom
• Retail
• 700 & Above Employee

• Shopfloor Assistant - Wine and Spirits Department

  • Mar 2014 - Jun 2016

  Marlborough, Wiltshire My position required restocking and rotating products, handling of cash and card payments, and providing product information and suggestions to customers.



THE OUTSIDE CHANCE PUBLIC HOUSE LIMITED

• United Kingdom
• Recreational Facilities

• Kitchen porter

  • Jul 2013 - Mar 2014

  Marlborough, Wiltshire Producing deserts and starters, preparing ingredients, maintaining a safe and hygienic work environment and washing dishes.