Kathryn Wortel, CD
Local Tax Consultant at FBC, Canada's Farm & Small Business Tax Specialists- Claim this Profile
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Bio
Credentials
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Lean Six Sigma Green Belt (ICGB)
Management & Strategy InstituteDec, 2020- Nov, 2024
Experience
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FBC, Canada's Business Tax, Bookkeeping and Payroll Specialist
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Canada
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Financial Services
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1 - 100 Employee
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Local Tax Consultant
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Dec 2020 - Present
FBC specializes in tax preparation for farms and small business. We are the preferred alternative for traditional tax methods. We work with you all year round in a member model to ensure that you are protected using Four Pillars of work. Check out www.fbc.ca for more information. FBC specializes in tax preparation for farms and small business. We are the preferred alternative for traditional tax methods. We work with you all year round in a member model to ensure that you are protected using Four Pillars of work. Check out www.fbc.ca for more information.
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Canadian Armed Forces | Forces armées canadiennes
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Canada
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Armed Forces
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700 & Above Employee
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Captain
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Aug 2006 - Present
Canadian Forces Captain Specializing in working with cadets. As a reservist there is a minimal commitment which currently is part of the Army Cadet Expedition Program Teaching Youth Transferable skills while learning outdoor activities such as hiking, biking, canoeing while surviving. • Organization and planning for events involving 20 to 800 participants • Coordination of communications with all participant/groups thru email, phone and mail • Development of proposals for competition sites to include transportation, housing and food services • Development of budgets within financial guidelines and available funding • Assist in the review and submission of tenders • Determine staffing requirements for both paid and volunteers • Develop schedule of events and coordinate movement of participants at the event venue • Supervision of both paid and volunteer staff and the delivery of performance reviews • Creating an implementing a training program to meet specific organizational outlooks • Utilizing the Office 365 environment including SharePoint, Excel, Outlook and Teams • Instructing youth and adults during implementation of the program • Mentoring Senior Cadets and Adult staff on their roles and responsibilities • Working with our sponsor to secure grants and funding to maintain program effectiveness • Manage conflict on an on-going basis as needed • Working in outdoor education including mountain biking and canoe • Utilizing the experiential learning process and challenge by choice to build skill and confidence • Program Development of courseware to train cadets, staff and master trainers across the country
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Sobeys
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Canada
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Retail
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700 & Above Employee
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Assistant Store Manager
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Jul 2018 - Dec 2020
Sobeys Liquor is a private liquor store throughout the west specializing in all types of spirits and beers. My role was to run the store when the manager was away and assist the rest of the time including ordering, profit and loss report, and tracking large amount of inventory and ordering to suit demand. Key Achievements: • Creating a training program for all new employees for each potential position • Working on managing overstock product and help streamline processes • Training new employees and travelling to assist smaller stores
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Fulford Electric
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Canada
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Appliances, Electrical, and Electronics Manufacturing
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1 - 100 Employee
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Office Manager
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Apr 2016 - Jan 2018
Fulford Electric is a small Electrical company that does commercial and residential Electrical work. I did all their paperwork including payroll and got them set up on quick books. Key Achievements: o Designed new website for more online presence o Backdated and maintained records on Quick books online o Implemented document control to ease in billing and quoting Fulford Electric is a small Electrical company that does commercial and residential Electrical work. I did all their paperwork including payroll and got them set up on quick books. Key Achievements: o Designed new website for more online presence o Backdated and maintained records on Quick books online o Implemented document control to ease in billing and quoting
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Connor Homes - Treatment Foster Care
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Individual and Family Services
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1 - 100 Employee
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Child And Youth Worker
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2014 - 2016
Working with Foster Youth completing plan of cares and life skills assessment and connecting them with community resources. Supported foster parents on how to work with the youth and assist them in navigating the system. Assisting youth through life skills classes. Key Achievements: o Working with all members including courts, youth, foster parents and social workers to create a life plan for the youth o Daily notes on each youth and household including tracking budgets and looking for grants to assist in financial help to the programs.
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Education
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2007 - 2009
Niagara College
Social Service Worker, Social Work -
2005 - 2007
Niagara College
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Community
