Experience

O'Keefe Accounting Group CPA PC

• Canada
• Accounting
• 1 - 100 Employee

• Accountant & CEO

  • 2015 - Present

  Handled high-level accounting, managerial accounting, and oversaw financial activities. Implemented new accounting software that increased the company's effectiveness, improved accountability, reduced employee stress level and improved moral♣ Coordinated corporate year end services; generated financial statements in accordance with Accounting Standards for Private Enterprises and Accounting Standards for Not-for-Profit Organizations. Reviewed and audited engagements.♣ Posted day-to-day transactions; facilitated monthly reconciliations; filed GST, PST, and ISC returns; prepared payroll and year-end books, and submitted source deductions. Composed personal, farm, corporate and charity tax returns.♣ Conducted comprehensive financial audits, federal and provincial compliance audits, and agreed-upon procedures. Performed financial analyses, prepared reports; provided customer support in a professional and courteous manner.♣ Developed internal control system, recommended areas for improvement both financial and operational, and established new accounting policies and procedures. Performed monthly consolidations of 5 operating companies.☞ Analyzed financial information to recommend or develop efficient use of resources and procedures, provide strategic recommendations, and maintain solutions to business and financial problems.



Lynch Rutherford Tozer Chartered Accountants

• Staff Accountant

  • 2012 - 2015

  Facilitated the preparation of financial statements in accordance with ASPE and ASNPO, auditing of financial statements for businesses of all sizes, and conducting special purpose audits for regulatory compliance for the provincial government♣ Performed financial statement audits, including auditing several financial statement accounts, while using detailed testing and analytics, with a control-reliance approach. Planned engagements assessing risk level, materiality, and approach.♣ Completed financial analyses, prepared reports; provided unwavering customer support in a professional and courteous manner. Conducted comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures.♣ Served as a key member of the leadership team, administering accounting functions and managing the document production. Encouraged personal and professional development of the culturally diverse department.♣ Liaised with clientele, management and the CRA; set priorities, meet deadlines and effectively planned/managed time, data, and resources. Performed bookkeeping for small to medium sized businesses.♣ Optimized month end reporting packages; generated automated processes, and made it easier to extract and analyze data.♣ Devised and deployed multiple cost-savings initiatives and process improvement strategies.



John O'Keefe Accounting Services

• Tax Preparer

  • Jan 2009 - Aug 2012

  Preparing personal tax returns for individuals-Rental properties-Business statements-Dispositions of property-Employee expenses (Commissioned & Employee) -Principal Residence Designation (T2091)-New HST Housing rebates Preparing personal tax returns for individuals-Rental properties-Business statements-Dispositions of property-Employee expenses (Commissioned & Employee) -Principal Residence Designation (T2091)-New HST Housing rebates