About Me:

I currently live in Edmonton, A.B. I adore what I do for work and am quite often found, with my nose in a textbook, continuing my accounting studies. In my spare time I like to crochet- while hanging out with the cats and going on trips to the lake with Dustin and Luke.

I was born and raised in Salmon Arm, B.C.  This is where I grew up and graduated from Salmon Arm Secondary School (S.A.S.S).  Since then I have lived all over B.C and A.B gaining work and life experience.

Credentials:

• Diploma - Salmon Arm Secondary School

• Applied Bookkeeping Certificate - Northern Alberta Institute of Technology

• QuickBooks ProAdvisor and ProAdvisor Advanced Certificate

• Multiple certificates in finance and Microsoft on LinkedIn (Click the button below to check out my LinkedIn profile)

• Proficient in working with Microsoft Office, Prophet, GnuCash and QuickBooks. 

• Xero Advisor Certification

Why choose me?

• Fair rate

• Building trust with honesty, integrity and accountability

• Compliant with GAAP Canada (Generally Accepted Accounting Principles of Canada)

• Paperless (for the most part)

• Backed up by USB and Nord Cloud

• Proudly protected by Zensurance and Nord (VPN and Virus Protection)

• Anxiety free communication - Contact via email, phone (call or text), teams and snail mail

• No funny business! 

No upselling you on things your business doesn't need.  No surprise charges/fees.  None of that.  

Here's the thing, if your business goes under because of hefty fees or mismanaged financials - you no longer need a bookkeeper, and I no longer have a job!  This doesn't sound so good to me.  I want us to be successful and thrive!

Keep reading to see how a bookkeeper can help your business.

Bookkeepers Vs. Accountants

You might be wondering what the difference is between a bookkeeper and an accountant.  If you need one or the other.  Perhaps, you need both or none at all.  

The first think you need to know is bookkeeping is part of accounting.  So, an accountant can definitely do what a bookkeeper does, as this is the foundation for accounting.

Now, just because an accountant can keep the books, doesn't mean they should, or will.  First of all, it would be much more costly to have an accountant do your books for you, because they charge a much higher rate.   Secondly, accountants specialize in the analysis of financial documents.  They do this so they can advise you on how to manage your finances, so that you are successful and don't run into any financial mishaps.

A larger company typically will have both an accountant and a bookkeeper.  The bookkeeper is managed by the accountant and prepares all the source documents, manages all the transactions and may run basic reports for the accountant.

Although, bookkeepers typically don't advise you on what to do, they still manage your source documents, transactions, and can run reports.  This will help during tax season, audits and loan applications.  It also let's a business know exactly what is going on with their finances, so they can decide on how to run their business.

A smaller business may manage the books themselves, for a time, but as they start to grow they may want to focus more on what they love to do in their business (the reason why they started the business in the first place), and less on the books.  Financial documents can be confusing to some and it may get very overwhelming trying to manage everything on your own.  This is when it is time to call for a bookkeeper.

What can a bookkeeper do for your business?

• Having a bookkeeper frees up more time for you to do what you love.  I am not positive, but I am pretty sure you didn't start a business to sit in front of a computer all day, looking at bank statements and receipts

• Provides financial reports to potential loaners

• Helps ease the auditing process

• Keeps things orderly

• Provides accurate & relevant information needed for taxes

• Helps you to find financial problems, before they occur

• Accurate CRA remittances

Bookkeeping can help you know if your business is doing well financially or if there's some areas of your business that need a deeper look.  By analyzing financial reports & using financial ratios you can find out things like what your operating profit margin is or how efficiently your company is turning over & restocking inventory.  It's best not to be in the dark on your businesses' finances, so you can make informed decisions, like if you want to expand your business or hold off and save for bit.