Transfer from Consulting to Accounting
Due to my KPMG experience, my self-employment as a data management consultant had quickly turned into a bookkeeping and accounting venture. Friends and colleagues from my consulting contract began to ask me for their accounting and taxation matters. Luckily my experience was able to carry me through most of their inquiries and allowed me to help them. By word-of-mouth, I began to obtain real clients.
Quickly I found myself require extra help and begin hiring bookkeepers and accountants to help. We help small business file their taxes, bookkeeping, processing payrolls, general administration as well as business consulting.
I was able to sign partnership contracts with Intuit for their Quickbooks and Profile for better support to my clients, and partner with ADP for payroll services.
Self-employed Role
- Worked closely with accountants to compile financial statements according to GAAP, IFRS, and ASPE standards.
- Bookkeeping with Quickbooks Desktop and Online. Prepared bank reconciliation and AR, AP aging reports.
- Manage clients’ Account Receivables and Account Payables.
- Setup and process ADP payroll, WSIB, and Worksafe BC.
- T1, T2, T3, and GST/HST filings and prepared T4 and T5 slips with Profile.
- Manage clients’ relationships, and supervise contract bookkeepers, ensure the deadline is met.
- Proficient in Microsoft Excel, Microsoft Word, and Powerpoint.
- Negotiated and won accounting, payroll, and consulting contracts.
Independent Consulting
I did continue to take independent consulting contracts in data management when opportunities arose.
- Business Analyst - Bell Canada, Shaw Calgary
- Data Analyst – Teradata, CIBC
- Data Migration Expert – TTC
