Shaun Boothe is an award-winning hip-hop artist, TEDx speaker, and creator of ‘The Unauthorized Biography Series’. The Unauthorized Biography Series is a critically acclaimed musical project that celebrates the world’s greatest cultural icons through biographical rap songs – Repackaging History through Hip-Hop. Each chapter of the series captures the legacy of an influential iconic figure in a documentary-style music video. Icons featured in the series include Bob Marley, Muhammad Ali, Malala Yousafzai, Terry Fox, Dr. Martin Luther King, Jr., Oprah Winfrey, Barack Obama, and more.
After spending 10+ years in the music industry, sharing stages with the likes of Snoop Dogg, Lauryn Hill, and Kendrick Lamar, a search for a more purposeful path led Shaun to the lecture circuit. It was here where he discovered how his Unauthorized Biography Series, combined with his passion for speaking, could be used as a powerful tool to both entertain and inspire others to achieve their own greatness. A few short years later, this new direction has grown into a thriving international career as an inspirational speaker and performing artist in middle schools, high schools, college campuses, corporations, associations, and performing arts centers alike.
After spending 10+ years in the music industry, sharing stages with the likes of Snoop Dogg, Lauryn Hill, and Kendrick Lamar, a search for a more purposeful path led Shaun to the lecture circuit. It was here where he discovered how his Unauthorized Biography Series, combined with his passion for speaking, could be used as a powerful tool to both entertain and inspire others to achieve their own greatness. A few short years later, this new direction has grown into a thriving international career as an inspirational speaker and performing artist in middle schools, high schools, college campuses, corporations, associations, and performing arts centers alike.
Vimal Bava
CPA
Positive90
Coach/Mentor | Educator
Intro to Mental Fitness for Busy Professionals
Vimal is a CPA with a burning passion for Mental Fitness Coaching. Having personally experienced the detrimental effects of stress and anxiety on one's success and happiness, he has dedicated himself to sharing his knowledge and practices with fellow professionals. Through his own transformational journey towards happiness and success, Vimal has gained invaluable tools to help others in achieving the same. Join him in his mission to guide professionals toward a fulfilling & stress-free personal and professional life.
CPA
Positive90
Coach/Mentor | Educator
Intro to Mental Fitness for Busy Professionals
Vimal is a CPA with a burning passion for Mental Fitness Coaching. Having personally experienced the detrimental effects of stress and anxiety on one's success and happiness, he has dedicated himself to sharing his knowledge and practices with fellow professionals. Through his own transformational journey towards happiness and success, Vimal has gained invaluable tools to help others in achieving the same. Join him in his mission to guide professionals toward a fulfilling & stress-free personal and professional life.
Sue Brunet
CCPE
Ergonow Incorporated
President and Ergonomic Consultant
Ergonomic Products – Are they actually?
Sue Brunet is the owner of Ergonow Incorporated. She has a Bachelors Degree in Human Kinetics and is a Canadian Certified Professional Ergonomist. Sue has over 25 years of experience working in a wide variety of settings including manufacturing, healthcare, public works and office environments. Sue is a member of the Association of Canadian Ergonomists and has been Chair of the Southwestern Region of Ontario for the past 10 years.
Ergonow Incorporated was launched in 2014 and the company offers a unique blend of Ergonomic Consulting services as well as being a provider of all Office Furnishings. She provides products across the country through her e-commerce website. The focus is a proactive approach to help aid in the overall health & well being for employers, employees and individuals working from home. The expertise of Sue and her staff add value to whoever is looking to improve their office space and individual workstations.
CCPE
Ergonow Incorporated
President and Ergonomic Consultant
Ergonomic Products – Are they actually?
Sue Brunet is the owner of Ergonow Incorporated. She has a Bachelors Degree in Human Kinetics and is a Canadian Certified Professional Ergonomist. Sue has over 25 years of experience working in a wide variety of settings including manufacturing, healthcare, public works and office environments. Sue is a member of the Association of Canadian Ergonomists and has been Chair of the Southwestern Region of Ontario for the past 10 years.
Ergonow Incorporated was launched in 2014 and the company offers a unique blend of Ergonomic Consulting services as well as being a provider of all Office Furnishings. She provides products across the country through her e-commerce website. The focus is a proactive approach to help aid in the overall health & well being for employers, employees and individuals working from home. The expertise of Sue and her staff add value to whoever is looking to improve their office space and individual workstations.
Jonathan Carter
CPA, CMA, CPB
KATA Accounting Solutions Professional Corporation
Principal Accountant
Basic Blockchain Bookkeeping
The Raw Truth About Business Communication
Jonathan Carter, CPA, CMA, CPB, is the founder of KATA Accounting Solutions Professional Corporation. Always listening to peers and clients, and improving processes, he is widely considered a thought leader in accounting and technology. In 2021 and 2022, Jonathan was distinguished with the Intuit Insightful Accountant Top 100 ProAdvisor award. He was also awarded the Inspire Accountant Award in 2018 for contributions to the industry's future. Jonathan is also a QuickBooks Elite ProAdvisor, former Intuit All-star, and a member of the inaugural Intuit Accountant’s Council.
CPA, CMA, CPB
KATA Accounting Solutions Professional Corporation
Principal Accountant
Basic Blockchain Bookkeeping
The Raw Truth About Business Communication
Jonathan Carter, CPA, CMA, CPB, is the founder of KATA Accounting Solutions Professional Corporation. Always listening to peers and clients, and improving processes, he is widely considered a thought leader in accounting and technology. In 2021 and 2022, Jonathan was distinguished with the Intuit Insightful Accountant Top 100 ProAdvisor award. He was also awarded the Inspire Accountant Award in 2018 for contributions to the industry's future. Jonathan is also a QuickBooks Elite ProAdvisor, former Intuit All-star, and a member of the inaugural Intuit Accountant’s Council.
Dave Debre
P51 Computing Strategies
Owner/Operator, FUD slayer
Dave’s 2023 Malware Update and Your Microsoft 365 Security Strategy
David is the IT Network Integration specialist at P51 Computing Strategies – a company he has co-owned since 1994. His experience spans multiple platforms, multiple architectures and multiple technologies for IT systems management. His expertise includes Windows, MS Office 365, Linux, Virtualization, Network Design, Network Administration, Network Security and Cloud integration. David is a fun-spirited, unusual Techie because he can relay technical information using ‘plain’ language. He lives on an acreage near Edmonton and enjoys sailing, music, reading, and a fine cup of coffee.
P51 Computing Strategies
Owner/Operator, FUD slayer
Dave’s 2023 Malware Update and Your Microsoft 365 Security Strategy
David is the IT Network Integration specialist at P51 Computing Strategies – a company he has co-owned since 1994. His experience spans multiple platforms, multiple architectures and multiple technologies for IT systems management. His expertise includes Windows, MS Office 365, Linux, Virtualization, Network Design, Network Administration, Network Security and Cloud integration. David is a fun-spirited, unusual Techie because he can relay technical information using ‘plain’ language. He lives on an acreage near Edmonton and enjoys sailing, music, reading, and a fine cup of coffee.
Stephanie Enders
CPA, CA
KBS Accounting
CPA
Workshop - Preparing a year end for the accountant
Stephanie (Steph) graduated from the University of Lethbridge in 2004 with a Bachelor of Management and started working with a national mid-size CPA firm in Central Alberta in 2004. She obtained her Chartered Accountant (CA) designation in 2009 and in October 2011 she transferred up to the Leduc office to continue with her career working with private enterprises including farms within the Leduc and surrounding area. Steph assisted her clients with personal and corporate taxes, preparation of financial statements, farm income programs such as AgriStability and AgriInvest, corporate tax re-organizations, data entry and tax questions, discussions with clients on major capital additions and tax planning.
Having grown up on a grain farm in northern Alberta she has always had a passion for working with agriculture clients and while not a farmer herself, she is still involved in the bookkeeping side of the family farm. After 18 years of working at the national mid-size accounting, business consulting and tax services CPA firm Stephanie joined the KBS team in August 2022 and is looking forward to the new adventure that lies ahead, building a CPA firm!
When not in the office she enjoys traveling, gardening, spending time with her nieces and nephews and trying out new recipes.
CPA, CA
KBS Accounting
CPA
Workshop - Preparing a year end for the accountant
Stephanie (Steph) graduated from the University of Lethbridge in 2004 with a Bachelor of Management and started working with a national mid-size CPA firm in Central Alberta in 2004. She obtained her Chartered Accountant (CA) designation in 2009 and in October 2011 she transferred up to the Leduc office to continue with her career working with private enterprises including farms within the Leduc and surrounding area. Steph assisted her clients with personal and corporate taxes, preparation of financial statements, farm income programs such as AgriStability and AgriInvest, corporate tax re-organizations, data entry and tax questions, discussions with clients on major capital additions and tax planning.
Having grown up on a grain farm in northern Alberta she has always had a passion for working with agriculture clients and while not a farmer herself, she is still involved in the bookkeeping side of the family farm. After 18 years of working at the national mid-size accounting, business consulting and tax services CPA firm Stephanie joined the KBS team in August 2022 and is looking forward to the new adventure that lies ahead, building a CPA firm!
When not in the office she enjoys traveling, gardening, spending time with her nieces and nephews and trying out new recipes.
Rachel Fisch
CPB
Fischbooks Inc. & RealtyTax
Owner | Principal
Managing Client Expectations
Rachel is the Principal for both Fischbooks Inc, where she does consulting for accounting firms and technology companies, and RealtyTax.ca, a Tax and Accounting Firm focusing on Canadian Real Estate Agents and Brokers. Rachel has over 25 years of experience in bookkeeping and accounting. She previously served as National Bookkeeping Lead for Deloitte, was the Accountants Group Leader for Sage, and led growth at a US based firm including the acquisition of two accounting firms. Rachel is known as an accounting technology expert and advocate in North America; for predicting where the market is heading. She takes a strategic approach to accounting software and applications, and understands how to position their features for a global market.
CPB
Fischbooks Inc. & RealtyTax
Owner | Principal
Managing Client Expectations
Rachel is the Principal for both Fischbooks Inc, where she does consulting for accounting firms and technology companies, and RealtyTax.ca, a Tax and Accounting Firm focusing on Canadian Real Estate Agents and Brokers. Rachel has over 25 years of experience in bookkeeping and accounting. She previously served as National Bookkeeping Lead for Deloitte, was the Accountants Group Leader for Sage, and led growth at a US based firm including the acquisition of two accounting firms. Rachel is known as an accounting technology expert and advocate in North America; for predicting where the market is heading. She takes a strategic approach to accounting software and applications, and understands how to position their features for a global market.
Tanya Hilts
CPB, AIA
Cloud Business Services
Cloud Accounting Technology Specialist
How to protect yourself from Revenue Leakage
Tanya Hilts, CPB, AIA, founder of Cloud Business Services and Bookkeepers' Bootcamp, is a highly accomplished professional known for streamlining processes and enhancing office efficiency. With credentials including Certified Professional Bookkeeper, Accredited Impactful Advisor, Level 5 Certified Advisor, and Advanced Certified QuickBooks Online ProAdvisor, she brings extensive expertise. Tanya's accolades include being named CPB Canada’s 2019 Professional of the Year, the 2018 Global Intuit Firm of the Future, and being recognized as a Top 50 Women in Accounting. She has a passion for helping other bookkeeping professionals recognize their value and streamline their processes.
CPB, AIA
Cloud Business Services
Cloud Accounting Technology Specialist
How to protect yourself from Revenue Leakage
Tanya Hilts, CPB, AIA, founder of Cloud Business Services and Bookkeepers' Bootcamp, is a highly accomplished professional known for streamlining processes and enhancing office efficiency. With credentials including Certified Professional Bookkeeper, Accredited Impactful Advisor, Level 5 Certified Advisor, and Advanced Certified QuickBooks Online ProAdvisor, she brings extensive expertise. Tanya's accolades include being named CPB Canada’s 2019 Professional of the Year, the 2018 Global Intuit Firm of the Future, and being recognized as a Top 50 Women in Accounting. She has a passion for helping other bookkeeping professionals recognize their value and streamline their processes.
Julia Katsivo Carter
Successful & Smart Business Coaching
Business Coach
Optimizing your customer journey for ideal leads, satisfied clients and more referrals
Julia Katsivo Carter is the Founder and Lead Holistic Business Coach of Successful & Smart Business Coaching. After working for 17 years with the Canada Revenue Agency and several Fortune 500 companies, Julia started Successful & Smart Business Coaching in 2015. She lives and works out of cottage country in Ontario, Canada.
Successful & Smart Business Coaching
Business Coach
Optimizing your customer journey for ideal leads, satisfied clients and more referrals
Julia Katsivo Carter is the Founder and Lead Holistic Business Coach of Successful & Smart Business Coaching. After working for 17 years with the Canada Revenue Agency and several Fortune 500 companies, Julia started Successful & Smart Business Coaching in 2015. She lives and works out of cottage country in Ontario, Canada.
Kimme Lafayette
CPB
Beyond Bookkeeping Business Services
Owner
The Raw Truth About Business Communication
Kimme is a CPB in Southern Ontario. Her firm has won the Platinum Award for Bookkeeping every year since she moved to that area. She was awarded one of the Top 21 Bookkeeping Influencers in Canada by Alan Salmon.
CPB
Beyond Bookkeeping Business Services
Owner
The Raw Truth About Business Communication
Kimme is a CPB in Southern Ontario. Her firm has won the Platinum Award for Bookkeeping every year since she moved to that area. She was awarded one of the Top 21 Bookkeeping Influencers in Canada by Alan Salmon.
Melissa Lenos
CPB, PCP
King Business Solutions Inc.
Director
Workshop - Preparing a year end for the accountant
In 2009, I followed my dream and started a bookkeeping firm called King Accounting Solutions. It has grown to more than just bookkeeping and now include human resources and Virtual CFO. In 2022 we grew some more adding a partnership and now doing corporate, personal income taxes, tax planning and so much more. With these additions we also re-branded to King Business Solutions & KBS Accounting.
I am very proud of the growth at KBS as well as the personal growth I have had over the years. We are now 13 professional staff who live in Manitoba and Alberta and growing. We do bookkeeping from coast to coast in Canada, seeing all the different taxes. I am a CPB and PCP (Payroll Compliance Practitioner) and also sit on a local board for our downtown as the treasurer. Other time is spent on the board of CPB as Vice Chair
When not working, I love to travel and golf so you might catch me out of the office from time to time.
CPB, PCP
King Business Solutions Inc.
Director
Workshop - Preparing a year end for the accountant
In 2009, I followed my dream and started a bookkeeping firm called King Accounting Solutions. It has grown to more than just bookkeeping and now include human resources and Virtual CFO. In 2022 we grew some more adding a partnership and now doing corporate, personal income taxes, tax planning and so much more. With these additions we also re-branded to King Business Solutions & KBS Accounting.
I am very proud of the growth at KBS as well as the personal growth I have had over the years. We are now 13 professional staff who live in Manitoba and Alberta and growing. We do bookkeeping from coast to coast in Canada, seeing all the different taxes. I am a CPB and PCP (Payroll Compliance Practitioner) and also sit on a local board for our downtown as the treasurer. Other time is spent on the board of CPB as Vice Chair
When not working, I love to travel and golf so you might catch me out of the office from time to time.
Michael Lewis
Michael Lewis Training, Motivation And Development
Managing Director
Dealing with Difficult People: The Seven Simple Steps to Success!
Michael Lewis is Managing Director of Michael Lewis Training, Motivation and Development, a London, Ontario-based training and development firm that was founded in 1994 and specializes in developing and delivering personal and professional development presentations, seminars, webinars, workshops, and teambuilding facilitation to a wide range of clients. Born in 1961, he graduated from the University of Western Ontario with a B.A. in 1983, began a career in training in the corporate world, and eventually started his own training and development firm.
Michael Lewis is a very experienced and popular speaker and trainer. As of Jan 2023, he has spoken and/or presented workshops, seminars, webinars, and team-building sessions almost 6100 times in 403 different communities across Ontario. And like so many speakers and trainers, he has pivoted to delivering live and recorded webinars and virtual presentations. He has spoken and presented seminars and workshops to countless accounting professionals over the past 30 years at CPA Ontario as well as extensively to the business community. Ethics is a passion and topic he personally loves to discuss and present.
Michael Lewis Training, Motivation And Development
Managing Director
Dealing with Difficult People: The Seven Simple Steps to Success!
Michael Lewis is Managing Director of Michael Lewis Training, Motivation and Development, a London, Ontario-based training and development firm that was founded in 1994 and specializes in developing and delivering personal and professional development presentations, seminars, webinars, workshops, and teambuilding facilitation to a wide range of clients. Born in 1961, he graduated from the University of Western Ontario with a B.A. in 1983, began a career in training in the corporate world, and eventually started his own training and development firm.
Michael Lewis is a very experienced and popular speaker and trainer. As of Jan 2023, he has spoken and/or presented workshops, seminars, webinars, and team-building sessions almost 6100 times in 403 different communities across Ontario. And like so many speakers and trainers, he has pivoted to delivering live and recorded webinars and virtual presentations. He has spoken and presented seminars and workshops to countless accounting professionals over the past 30 years at CPA Ontario as well as extensively to the business community. Ethics is a passion and topic he personally loves to discuss and present.
Natalie Marshik
CPB, CNAP
Chickadee Nonprofit Solutions, Inc.
CEO
Get in the Cloud and Make it Rain: Serving NonProfits within the Quickbooks Online Ecosystem
Natalie Marshik, CPB, is a certified nonprofit accounting professional (CNAP) with a passion for nature and the arts. Nat founded her bookkeeping practice, Chickadee Bookkeeping, out of a belief that strong financial systems are vital in our work toward a more equitable, sustainable, and creative future.
She works with non-profits and charities across BC, with a particular focus on arts and environmental organizations. When not immersed in spreadsheets, Nat enjoys screenwriting, bird watching, and practicing dog agility with her energetic Schipperke.
CPB, CNAP
Chickadee Nonprofit Solutions, Inc.
CEO
Get in the Cloud and Make it Rain: Serving NonProfits within the Quickbooks Online Ecosystem
Natalie Marshik, CPB, is a certified nonprofit accounting professional (CNAP) with a passion for nature and the arts. Nat founded her bookkeeping practice, Chickadee Bookkeeping, out of a belief that strong financial systems are vital in our work toward a more equitable, sustainable, and creative future.
She works with non-profits and charities across BC, with a particular focus on arts and environmental organizations. When not immersed in spreadsheets, Nat enjoys screenwriting, bird watching, and practicing dog agility with her energetic Schipperke.
Julie Matchett
CPB, PCP
JD Accounting Services Inc
Owner
Goal setting for your Vision of the Future
Julie Matchett has 13 years of professional tax preparation and bookkeeping experience and 8 years of managing retail and fast food operations. She has a Business Administration - Accounting Diploma with Honors and is working towards a Bachelor of Commerce - Accounting. She also has 2 kids (16 and 22) and loves singing karaoke and has been a Karaoke World Championship Alberta Provincial Qualifier for 6 years.
CPB, PCP
JD Accounting Services Inc
Owner
Goal setting for your Vision of the Future
Julie Matchett has 13 years of professional tax preparation and bookkeeping experience and 8 years of managing retail and fast food operations. She has a Business Administration - Accounting Diploma with Honors and is working towards a Bachelor of Commerce - Accounting. She also has 2 kids (16 and 22) and loves singing karaoke and has been a Karaoke World Championship Alberta Provincial Qualifier for 6 years.
Sherri-Lee Mathers
CPB, AIA
Balsam Way
Founder
Beyond the Ledger: Unleashing the Power of Dashboarding
Sherri-Lee is the founder of Balsam Way Bookkeeping & Business Solutions. She has been a Certified Professional Bookkeeper since 2010, Advanced Cert Quickbooks Online ProAdvisor, Member of Intuit Trainer Writer Network, Is a Certified Level 5 Advisor and has been named 5 years in a row to Insightful Accountants Top 100 ProAdvisors. She specializes in Data management systems in the BC Brewing Industry.
CPB, AIA
Balsam Way
Founder
Beyond the Ledger: Unleashing the Power of Dashboarding
Sherri-Lee is the founder of Balsam Way Bookkeeping & Business Solutions. She has been a Certified Professional Bookkeeper since 2010, Advanced Cert Quickbooks Online ProAdvisor, Member of Intuit Trainer Writer Network, Is a Certified Level 5 Advisor and has been named 5 years in a row to Insightful Accountants Top 100 ProAdvisors. She specializes in Data management systems in the BC Brewing Industry.
Deb McGarva
PCP, CPB
RSM Canada
Manager, FAO Consulting
Compliances of Payroll with New Corporations
Deb has more than 25 years of experience in bookkeeping and an in-depth knowledge of Canadian payroll. She supervises a number of client bookkeeping systems and functions as well as overseeing their payroll and compliance obligations. Her clients look to her and rely on her expertise to assist them with recordkeeping and payroll needs.
Professional affiliations and credentials:
* National Payroll Institute – member
* National Payroll Institute – PCP designation
* Certified Professional Bookkeepers of Canada – member
* Certified Professional Bookkeeper – CPB designation
PCP, CPB
RSM Canada
Manager, FAO Consulting
Compliances of Payroll with New Corporations
Deb has more than 25 years of experience in bookkeeping and an in-depth knowledge of Canadian payroll. She supervises a number of client bookkeeping systems and functions as well as overseeing their payroll and compliance obligations. Her clients look to her and rely on her expertise to assist them with recordkeeping and payroll needs.
Professional affiliations and credentials:
* National Payroll Institute – member
* National Payroll Institute – PCP designation
* Certified Professional Bookkeepers of Canada – member
* Certified Professional Bookkeeper – CPB designation
Michael Monk
Canada Revenue Agency
National GST/HST Presenter
GST/HST - Public Service Bodies’ (PSB) Rebate: Charities & Non-profit Organizations (NPOs)
Michael Monk has been an employee of Canada Revenue Agency (CRA) for more than 30 years. During that time he has worked extensively with GST/HST. Michael spent 10 years with GST/HST Rulings in the Legislative Policy and Regulatory Affairs Branch and several more years in Compliance Programs Branch. He has had several roles in CRA’s Headquarters (HQ), Regional and Tax Services Offices. Michael has also spent several years as a CRA Facilitator, teaching various GST/HST legislation courses to CRA staff.
Michael currently works in Headquarters, GST/HST Directorate, where he has managed CRA’s national GST/HST Presentations and Outreach for the last 5 years. Michael has many years experience working with GST/HST issues in the public sectors. He has participated in several Conferences, preparing and delivering GST/HST presentations to accounting and industry associations.
Michael has volunteered with several community groups over the years, including serving on the Board of Directors for a large national charity and serving on CRA’s Employee Assistance Program.
Canada Revenue Agency
National GST/HST Presenter
GST/HST - Public Service Bodies’ (PSB) Rebate: Charities & Non-profit Organizations (NPOs)
Michael Monk has been an employee of Canada Revenue Agency (CRA) for more than 30 years. During that time he has worked extensively with GST/HST. Michael spent 10 years with GST/HST Rulings in the Legislative Policy and Regulatory Affairs Branch and several more years in Compliance Programs Branch. He has had several roles in CRA’s Headquarters (HQ), Regional and Tax Services Offices. Michael has also spent several years as a CRA Facilitator, teaching various GST/HST legislation courses to CRA staff.
Michael currently works in Headquarters, GST/HST Directorate, where he has managed CRA’s national GST/HST Presentations and Outreach for the last 5 years. Michael has many years experience working with GST/HST issues in the public sectors. He has participated in several Conferences, preparing and delivering GST/HST presentations to accounting and industry associations.
Michael has volunteered with several community groups over the years, including serving on the Board of Directors for a large national charity and serving on CRA’s Employee Assistance Program.
Lynne Moore
CPB
LAM Consulting Inc.
Owner
GST/HST Filing – Best Practices
With an eye for detail and a passion for finding solutions, I have been working with business owners for more than 30 years and specifically as a bookkeeper for 25 years.
My experience with a variety of industries is broad and diverse, including but not limited to; not-for-profit, IT, marketing, and employment agencies. More than just complementing my strong capabilities and passion for working with numbers, my professional contributions to these industries has been key in the development and progression of my bookkeeping business.
I have a passion for helping others, using my education, hands-on skills, and knowledge. After starting my own business, I discovered a new perspective and was able to provide more help to business owners than ever before. I am a goal-setter and a go-getter, and using goals to guide my career (both as an employee and a business owner) helps me see the big picture and ensure that I am bringing value to whomever has engaged my professional services. I am very aware of being true to myself, if I am not doing both in all endeavours I undertake, then it is time to make a change. I bring this same focus to all opportunities.
CPB
LAM Consulting Inc.
Owner
GST/HST Filing – Best Practices
With an eye for detail and a passion for finding solutions, I have been working with business owners for more than 30 years and specifically as a bookkeeper for 25 years.
My experience with a variety of industries is broad and diverse, including but not limited to; not-for-profit, IT, marketing, and employment agencies. More than just complementing my strong capabilities and passion for working with numbers, my professional contributions to these industries has been key in the development and progression of my bookkeeping business.
I have a passion for helping others, using my education, hands-on skills, and knowledge. After starting my own business, I discovered a new perspective and was able to provide more help to business owners than ever before. I am a goal-setter and a go-getter, and using goals to guide my career (both as an employee and a business owner) helps me see the big picture and ensure that I am bringing value to whomever has engaged my professional services. I am very aware of being true to myself, if I am not doing both in all endeavours I undertake, then it is time to make a change. I bring this same focus to all opportunities.
Kellie Parks
CPB
Calmwaters Cloud Accounting
Owner
Branding & Social Media 101 For Accounting Professionals
Kellie is a relentless organizer and believes cloud financial technology is key to organization.
She is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for her own business in 2009 using Freshbooks for invoicing. And then QBO in 2012, as soon as it came to Canada and happily migrated all of her clients to it.
Kellie loves introducing QBO and the app partner programs to accountants and their clients. She now spends much of her day educating Accounting Firms and SMBs but loves keeping her head firmly in her bookkeeping client's day-to-day accounting needs as well. Cloud accounting technology has made it possible for Kellie to enjoy working from out-of-country locations for most of the winter and maintain her coaching and bookkeeping business seamlessly.
Kellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation).
She is an avid runner, water & snow skier, and live music fan.
Kellie is a proud member of the Intuit International Trainer Writer Network and the FreshBooks Accountant Council.
CPB
Calmwaters Cloud Accounting
Owner
Branding & Social Media 101 For Accounting Professionals
Kellie is a relentless organizer and believes cloud financial technology is key to organization.
She is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for her own business in 2009 using Freshbooks for invoicing. And then QBO in 2012, as soon as it came to Canada and happily migrated all of her clients to it.
Kellie loves introducing QBO and the app partner programs to accountants and their clients. She now spends much of her day educating Accounting Firms and SMBs but loves keeping her head firmly in her bookkeeping client's day-to-day accounting needs as well. Cloud accounting technology has made it possible for Kellie to enjoy working from out-of-country locations for most of the winter and maintain her coaching and bookkeeping business seamlessly.
Kellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation).
She is an avid runner, water & snow skier, and live music fan.
Kellie is a proud member of the Intuit International Trainer Writer Network and the FreshBooks Accountant Council.
Victoria Peters
Gauvreau Accounting Tax Legal
Chief Financial Officer
Actions and Reactions - Using Military Process in the Bookkeeping World
Change has always been part of my career. As a military spouse I was never in one place for too long, even after retirement from the military I seem to be drawn to organizations that thrive on change. This experience has led to my obsession with quality & process, even in change there is value in stability and a foundation that you can rely on. I have been developing processes in bookkeeping environments since the early days of my career. Over 35 years in the accounting industry and I still geek out on process, not just for the process but the value it brings. There is no better way to develop a strong foundation than to learn from experience.
Gauvreau Accounting Tax Legal
Chief Financial Officer
Actions and Reactions - Using Military Process in the Bookkeeping World
Change has always been part of my career. As a military spouse I was never in one place for too long, even after retirement from the military I seem to be drawn to organizations that thrive on change. This experience has led to my obsession with quality & process, even in change there is value in stability and a foundation that you can rely on. I have been developing processes in bookkeeping environments since the early days of my career. Over 35 years in the accounting industry and I still geek out on process, not just for the process but the value it brings. There is no better way to develop a strong foundation than to learn from experience.
Andrew Seguin
CPB
Seguin Financial
Founder
How to grow your bookkeeping business
Andrew Seguin is the Founder of Seguin Financial, a bookkeeping and tax firm in Cornwall, Ontario. He started the firm in January 2018 and has quickly grown into a full team of 8 staff members working with clients across Canada, but primarily within Ontario. In the early stages of his business, Andrew quickly realized that the only way to scale his business and to provide the best value to his clients, he had to embrace and fully lean into cloud solutions utilizing the best of the best software on the market. He quickly cemented himself as a leader in the community winning multiple business awards and assisting business owners to finally understand the financial health of their business. With over 15 in-person workshops and over 40 webinars under his belt, Andrew brings his high energy and passion into workshops to provide a different spin on your typical workshop.
When he's not working on or in his business, Andrew is either working out in his custom-built gym in his garage or enjoying time with his friends and family playing video games or board games.
CPB
Seguin Financial
Founder
How to grow your bookkeeping business
Andrew Seguin is the Founder of Seguin Financial, a bookkeeping and tax firm in Cornwall, Ontario. He started the firm in January 2018 and has quickly grown into a full team of 8 staff members working with clients across Canada, but primarily within Ontario. In the early stages of his business, Andrew quickly realized that the only way to scale his business and to provide the best value to his clients, he had to embrace and fully lean into cloud solutions utilizing the best of the best software on the market. He quickly cemented himself as a leader in the community winning multiple business awards and assisting business owners to finally understand the financial health of their business. With over 15 in-person workshops and over 40 webinars under his belt, Andrew brings his high energy and passion into workshops to provide a different spin on your typical workshop.
When he's not working on or in his business, Andrew is either working out in his custom-built gym in his garage or enjoying time with his friends and family playing video games or board games.