Max D.

Co-Founder at UpCounting
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Montreal Metropolitan Area, CA

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5.0

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Patrick Martin-Sim, CPA, CMA

Max is a great team member to have in group projects. His leadership skills and determination were always a key component of the success of the task at hand. He is very flexible and attentive, which provided stability to the group. He also took initiative when responsibilities were not completed on time by other group members. Overall, I appreciated collaborating with Max and would work with him again without any hesitation.

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Credentials

  • CPA,CA
    CPA Canada (Chartered Professional Accountants Canada)

Experience

    • Canada
    • Business Consulting and Services
    • 1 - 100 Employee
    • Co-Founder
      • Jan 2020 - Present

    • Senior Manager
      • Feb 2017 - Jan 2020

    • Owner
      • Jul 2016 - Mar 2017

      My practice is geared towards individuals with small to medium sized businesses. I pride myself in providing value added accounting and tax planning services that my clients deserve and benefit from.Most businesses require annual financial statements whether they are being provided to their lenders, the Income tax authorities, or for their own management purposes. In addition to providing them with these financial statements (with the Notice to Reader, Review or Independent Auditor’s report), I provide tax savings advice, advice on strategic planning, financial forecasts, personal income tax planning and of course, personal income tax returns.My goal is to help my clients grow, I offer personalized service by working hand in hand with them to meet their needs and expectations.

    • Manager
      • Sep 2015 - Jul 2016

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior
      • Oct 2014 - Sep 2015

    • Staff Accountant
      • Sep 2012 - Sep 2014

    • Co-Owner
      • Jan 2011 - Dec 2013

      Web design and Internet Marketing services for small to medium sized businesses. Web design and Internet Marketing services for small to medium sized businesses.

    • Staff Accountant
      • May 2010 - Sep 2012

      • Prepare annual bookkeeping for various types of clients• Prepare quarterly GST/QST reports• Prepare Personal Income Tax returns • Prepare annual bookkeeping for various types of clients• Prepare quarterly GST/QST reports• Prepare Personal Income Tax returns

    • Staff Accountant
      • Mar 2008 - Sep 2012

      • Prepare corporate year ends• Perform bookkeeping for various holding companies• Prepare Personal Income Tax returns• Assist in various audits • Prepare corporate year ends• Perform bookkeeping for various holding companies• Prepare Personal Income Tax returns• Assist in various audits

Education

  • Concordia University
    Graduate Diploma, Chartered Accountancy, Accounting
    2012 - 2014
  • Concordia University
    B.Comm, Accountancy
    2010 - 2012
  • Vanier College
    Commerce
    2007 - 2009
  • Herzliah High School
    2002 - 2006

Community

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