Kalvin Kirwan, BBus

Owner at P.A.C.T. Financial Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Skills

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5.0

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Steph Gillies

Kalvin is very thorough in his accounting skills. We have worked with Kalvin for years through the starting and closing of a corporation, sole proprietors and personal taxes. He has always helped us get the most our of our taxes and taught us how to improve our filing systems. We rely on him every year and I don't know where we would be with out his help!

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Credentials

  • Behavioral Finance
    Duke University
    Sep, 2022
    - Oct, 2024
  • Introduction to Psychology
    Yale University
    Sep, 2022
    - Oct, 2024
  • Certified Financial Education Instructor (CFEI)
    National Financial Educators Council
  • Certified Public Accountant (CPA UK)
    The Association of International Certified Public Accountants
  • Public Business Accountant
    PBA Society of Canada

Experience

  • P.A.C.T. Financial Ltd.
    • Canada
    • Accounting
    • 1 - 100 Employee
    • Owner
      • Nov 2021 - Present
  • Worry Free Tax Consultants
    • Canada
    • Accounting
    • 1 - 100 Employee
    • Senior Tax Advisor
      • Nov 2021 - Jan 2022

    • Tax Advisor / Client Success Manager
      • Mar 2020 - Nov 2021

  • Ascend CPAs & Advisors
    • Accounting
    • 1 - 100 Employee
    • Senior Accountant
      • Aug 2019 - Mar 2020

      Preparing personal and corporate income tax returns with a focus on small businesses and farms; specializing in tax planning and optimization. Creating tax advice content for company Facebook page. Office lead for clients participating in AFSC programs. Preparing personal and corporate income tax returns with a focus on small businesses and farms; specializing in tax planning and optimization. Creating tax advice content for company Facebook page. Office lead for clients participating in AFSC programs.

  • FBC, Farm & Small Business Tax Specialists
    • Canada
    • Accounting
    • Local Tax Consultant
      • Jan 2016 - Aug 2019

      Met with clients in home or in place of business to prepare, file and advise on personal and corporate income tax. Maintained a client book of business, which I grew every year due to a high client retention rate of 98% on average. Awarded place on company incentive trip based on sales & retention rates. Trained new hires within first year of employment. Met with clients in home or in place of business to prepare, file and advise on personal and corporate income tax. Maintained a client book of business, which I grew every year due to a high client retention rate of 98% on average. Awarded place on company incentive trip based on sales & retention rates. Trained new hires within first year of employment.

  • Infrasys Group Inc.
    • Canada
    • Information Technology & Services
    • 1 - 100 Employee
    • Marketing Account Executive
      • Jun 2015 - Dec 2015

      Generating new business with a focus on companies with IT needs. Successful in meeting potential new client engagement goals. Aided in developing and implementing new marketing strategies. Generating new business with a focus on companies with IT needs. Successful in meeting potential new client engagement goals. Aided in developing and implementing new marketing strategies.

  • KC Marketing
    • United States
    • 1 - 100 Employee
    • Account Manager
      • May 2014 - Feb 2015

      In house account manager, focused on growing client base with e-commerce. Maintained lucrative ongoing client relationships. Within 6 months became 2nd best business development employee. Created company website which is still in place today. In house account manager, focused on growing client base with e-commerce. Maintained lucrative ongoing client relationships. Within 6 months became 2nd best business development employee. Created company website which is still in place today.

    • Head of Customer Service
      • May 2012 - Aug 2013

      Successfully managed the activities of 4 team members in multiple areas. Improved service quality and increased sales by developing a strong knowledge of company's products and services. Resolved customer questions, issues and complaints efficiently. Successfully managed the activities of 4 team members in multiple areas. Improved service quality and increased sales by developing a strong knowledge of company's products and services. Resolved customer questions, issues and complaints efficiently.

Education

  • Technological University of the Shannon: Midlands Midwest
    Bachelor's degree, Business/Commerce, General
    2011 - 2014

Community

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