
Timeline
About me
Helping Canadian Small Business Owners Save on Tax and grow their business.
Education

Life time wealth academy
2013 - 2014Real estate managment real estate managementActivities and Societies: Habitate for Humanity Real Estate training, market research, review of the Alberta Societies Act, Real Estate Act, Ethical standards (Alberta RealEstate Association) Forms, Land Titles forms procedures, the Condo act of Alberta. Also learning of the fundamentals of property investing, financing, rental administration, project management , Renovation and Repairs manuals/contract admin, as well Property Analysis Tips and Tricks. Cash flow forcasting, Rate of return calcs, Cash on Cash Calculations, and other… Show more Real Estate training, market research, review of the Alberta Societies Act, Real Estate Act, Ethical standards (Alberta RealEstate Association) Forms, Land Titles forms procedures, the Condo act of Alberta. Also learning of the fundamentals of property investing, financing, rental administration, project management , Renovation and Repairs manuals/contract admin, as well Property Analysis Tips and Tricks. Cash flow forcasting, Rate of return calcs, Cash on Cash Calculations, and other associated Information (appraisers, Adjusters, Contract Review, Inspectors, contractors etc ) .. And the most important thing... Awareness that I STILL have LOTS. to learn...:)) Show less

N.a.i.t edm alberta
1980 - 1982Business admin certificate accounting and finance college collegeActivities and Societies: Band, Soccor, Track & Field, Business club, R R Motors.. Small business start up, Junior Achievement. business courses

Harry ainley high school edm. ab
1977 - 1979High school dipoma academiaActivities and Societies: Sports, Boxing, Track & Field, Tennis, Music, Band, Jr Achievement, Small business (Family) Had fun, Sports, music and lots of fun with friends. Travel, music and good times.
Experience

Aah consulting
Feb 1998 - Feb 2004Accountant,(income tax) ,consultant sap jdr, field audit,project accountingWork with Excel, Databases, quickbooks, Nimo, SAP, Simply Acct. conversion programs, Audit Activities, Field Audit, Cost Audit, Cost Engineering, Project Accounting. Forensic accounting, Forensic Auditing.

Lynn angus & associates inc.
Jan 2004 - Jan 2008Accountant, business consulting,Accounting, Bookkeeping, Consulting. (data Entry- Converting data into quickbooks. Install and config quickbooks. Quickbooks Pro Advisor, ) Cost Accounting Engineering Cost Controls, Audit and Attest.Small business assistance, policy writing, instructing, teaching. coaching mentoring

Self employed,marketing,bookkeeping,accounting tax
Jan 2008 - Feb 2012Accountant, consultant , bookkeeperBookkeeping, income tax, systems, SAP, Quickbooks, Accounting , project accounting. Real Estate Accounting, Property Costing, ROI and relate investment reporting., Real Property Reporting, Joint Venture Agreements, LLP , And General Partnerships, Financial Statement Examinations, Mediation Settlement Analyst, CRA Audits, Other work, Painting & Decorating.

Vci capital inc.
Feb 2012 - Feb 2019Marketing specialist, business analyst & accounting.Assist with marketing, small business , marketing strategy, venture capital presentations, Targeted Communications, Review of Real estate transactions. High value DSR, TDC, and cash flow targets. prepared Return on Investment (ROI) , landing cost, Tax returns, corporate tax returns, Financial Analysis, Solved client issues with CRA Collections, Accounting and Cost Accounting, oversight of Bookkeeping. Worked with investors to formulate Joint venture agreements on Residential Property Investments. Worked with Financial Institutions to do (Refinancing, HLOC, TFSA, And RIF setups . transfers) Capital & Expense Budget control. Preparation of Budget / Forecasts- using variety of Forecasting models. Calculate Depreciation / Amortization (tangible& Non Tangible assets) Construct implement commercial property leases. Enforce terms of leases. Oversaw minor property management tasks. Oversaw renovation projects, did project co-ordination and cost control.Assited- setup of complex life insurance coverage's for corporate directors, Facilitated Shareholder Agreements. Assisted with estate and succession planning. Cash flow analysis reporting, Show less

Analysis360
Feb 2016 - nowSenior tax accountant , business analystAdvisory Service- Business Services, Assessment of the Small Business needs. A360 Moto: ( Making sense of complex numbers. ) Virtual Bookkeeping, Virtual Accounting , Monthly CFO, Tax filing, Advocate on financing, cash flow, refinancing, Loans , use of tools to increase net worth. Profit First Approach, zero base budgeting. Improve ROI on Assets held. Catch-up - multi year Tax filings. (Corporate and Personal Tax Services) Other services: Personal planning, estate planning, Strategic planning/business planning. Show less
Licenses & Certifications

Real estate investment analyst
Lifetime wealth academy
Quickbooks online apps. liveplan, hubdoc, receipt bank, fathom, jobber,tsheets,wagepoint
Jun 2018
Volunteer Experience
volunteer
Issued by Canadian Red Cross on Jan 2000
Associated with Arlee Hoecherl
Languages
- enEnglish
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