Kathy Steffan

Partner at Welch LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA

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Experience

    • Canada
    • Accounting
    • 200 - 300 Employee
    • Partner
      • Jul 2011 - Present

      36 Toronto Street, Suite 1070, Toronto M5C 2C5 Welch LLP is a Chartered Professional Accounting firm that provides a full range of accounting, assurance, tax, advisory and specialty services. Welch was founded in 1918 and has over 270 staff spread among 12 offices in Ontario and Quebec. Welch offers private enterprises, government and not-for-profit organizations industry specific services and knowledge with a relationship-driven approach to client service. Visit welchllp.com for more information. In my role I lead the strategic… Show more Welch LLP is a Chartered Professional Accounting firm that provides a full range of accounting, assurance, tax, advisory and specialty services. Welch was founded in 1918 and has over 270 staff spread among 12 offices in Ontario and Quebec. Welch offers private enterprises, government and not-for-profit organizations industry specific services and knowledge with a relationship-driven approach to client service. Visit welchllp.com for more information. In my role I lead the strategic growth of the Toronto office. Our full range of services includes: Accounting/Financial reporting; Financial Statement assurance; Corporate Tax preparation and planning; Business Incentive & Tax Credits; Personal Tax preparation and planning; Personal Financial planning; Fund Administration; Business Valuation; Government Contribution Audit/Compliance Audit; Wealth Management; Canadians Doing Business in the U.S.; Foreign Companies Doing Business in Canada & more. Show less

    • Senior Manager
      • 2008 - 2011

      Toronto, Canada Area I lead the re-branding and facelift of the Business Enterprise Solutions Team ("BEST") a fast-growing division of the firm's practice which provides the following services: CFO/Finance department services including bookkeeping, payroll, managing banking and finance relationships, cash flow management, management reporting, government filings and general business advice; Notice to Reader (NTR) Financial Statements; corporate income tax preparation, planning and filing; investment company… Show more I lead the re-branding and facelift of the Business Enterprise Solutions Team ("BEST") a fast-growing division of the firm's practice which provides the following services: CFO/Finance department services including bookkeeping, payroll, managing banking and finance relationships, cash flow management, management reporting, government filings and general business advice; Notice to Reader (NTR) Financial Statements; corporate income tax preparation, planning and filing; investment company accounting; and preparation of Audit Working Papers. This 8 staff division works closely with the Assurance and Tax teams to provide optimal client solutions. Show less

    • Canada
    • Staffing and Recruiting
    • 100 - 200 Employee
    • Director of Finance & Administration
      • 2004 - 2008

      Toronto, Canada Area I directed all aspects of financial administration and operations including financial reporting and analysis, budgeting, forecasting, coordination of annual audit with external auditors, internal and external payrolls, and human resources administration for Canada’s largest privately-owned executive search and contract placement firm for financial executives and personnel. I reported to the Chief Executive Officer and Chairman.

Education

  • University of Toronto
    B.Comm
    1974 - 1979
  • CICA
    Chartered Accountant, Finance & Accounting
  • CICA
    Income Tax Practice Course

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