Experience

Wormald Masse Keen Lopinski LLP

• Canada
• Accounting
• 1 - 100 Employee

• Partner

  • Jan 2020 - Present

• Senior Manager

  • Jan 2015 - Dec 2019

• Account Manager

  • 2008 - Dec 2014

  • Planned and prepared financial statement audits, corporate tax returns and accounting records in accordance with Canadian generally accepted accounting and auditing standards• Coordinated the audit process to ensure work was completed on-time and within budget parameters• Currently managing a book of clients in preparation with monthly, yearly accounting, reporting and taxation matters. As well with providing valuable input into their budgeting process• Managed and maintained positive client relationships by communicating to clients new accounting and auditing standards• Assisted in the development of new processes relating to office work flow and auditing software• Managed and coached junior members of the firm; reviewed work, evaluated performance• Prepared and reviewed monthly financial statements and budgets, reconciled key balance sheet accounts• Assisted clients in the completion of WSIB, EHT, GST and PST returns• Actively involved in establishing new client relations and maintaining and improving existing client relationships• Provided throughout advice and provided different options to clients on various personal and corporate tax planning.• Marketed the firm to potential new clients and new staff • Provided advice and incorporation assistance to new clients• Provided training to clients and client personal for accounting functions, bookkeeping and office functions of their organizations• Provided training to junior staff in accounting and tax preparation• Extensive experience in the accounting and tax planning for owner managed businesses• Extensive experience with financial reporting needs of clients