Core Competencies & Technology
Expert shoe box accounting serving Parksville and Nanaimo, specializing in stratas, societies, and comprehensive financial management.
Financial Management
Non-Profit Fund Accounting
Annual Operating & Capital Budgets
Board & Executive Reporting
Grant & Funder Compliance
Union Contract Costing & Negotiations
Cash & Risk Management
Strategy & Operations
ERP Implementation & Migration
Internal Controls & Policy Design
Staff Supervision & Development
Regulatory Filings (GST/PST/EHT/WorkSafe)
Strategic & Multi-Year Planning
Advanced Excel & Financial Modeling
Technology & Software
Quickbooks (Desktop/Online/Premier)
Sage & NetSuite ERP [In progress]
Maximo ERP & PeopleSoft
ADP Workforce Now & Ceridian PowerPay
ProTax T1/T2
Advanced Excel & Microsoft Office
Most Recent Professional Experience
THE EC GROUP — Echelon Creative Inc. / Gordon’s Homes Sales Ltd. / PACRIM Log Structures Inc.
ADEMA CONSULTING CO. — Principal / Fractional Controller / CFO / Independent Consultant
Oct 2015 – Present | Nanaimo, BC
Provide fund accounting, budgeting, forecasting, and T1/T2 tax services to non-profit and small business clients.
- Crimson Coast Dance Society – Prepared annual budget for internal use and for grant submission.
- Prepare T-2 short form returns for CRA compliance filings with no audit adjustments to date.
Acme Food Co. (Family Owned Restaurant) — Nanaimo, BC
Co-Owner / Finance Lead | Nov 2009 – Sept 2015
Oversaw all finance, HR, and supply-chain functions for $1M Annual food-service operation.
- Negotiated sole-source purchasing agreement with GFS, reducing food costs by 5%.
- Implemented Squirrel POS upgrade, improving sales reporting accuracy and streamlining payroll.
Instructor, Accounting for Small Business — Richmond Continuing Education
Controller | Oct 2024 – Present | Nanaimo & Yellowknife
- Financial Leadership: Direct full-cycle accounting for four related entities with combined annual revenues exceeding $15M.
- ERP Implementation: Spearheaded the transition to NetSuite ERP and Zone Payroll; redesigned the Chart of Accounts (COA) and managed the migration of all vendor and customer records to accelerate go-live timelines.
- Cash Flow Optimization: Developed a rolling 13-week cash-flow forecast and weekly KPI dashboards, successfully reducing overdraft utilization by 5%.
- Reporting & Compliance: Lead the preparation of year-end review engagement schedules for all entities, serving as the primary point of contact for external auditors to ensure timely filing.
- Process Improvement: Streamlined job-cost reporting to provide ownership with real-time visibility into project profitability.
Insights and Success Stories from Our Clients
Discover the clear, step-by-step guidance designed to help you begin confidently and maximize your financial management with our expert services.
COVANTA BURNABY RENEWABLE ENERGY / VEOLIA ENVIRONMENTAL — Burnaby, BC
Facility Controller | Mar 2001 – Jul 2013 Budgetary Oversight: Controlled a $30M annual operating and capital budget for Metro Vancouver’s Energy-from-Waste Facility. Capital Project Management: Provided financial controllership for a $36M steam turbine installation and a subsequent $7M energy upgrade project. Tax Optimization: Partnered with the Ministry of Finance regarding PST applications, resulting in $300K in tax savings on major capital expenditures. Audit & Compliance: Maintained a 100% clean audit record over a 12-year tenure while delivering monthly project reporting packages to Metro Vancouver. Analysis & Modeling: Developed a CAD/USD currency translation model to improve the accuracy of monthly variance analysis and corporate financial reporting. Labor Relations: Built financial costing models adopted by the corporate office to support two successful union contract negotiation cycles.
ISLAND CRISIS CARE SOCIETY — Nanaimo, BC
Finance Manager | Sept 2016 – Mar 2019 Fund Accounting: Managed a $6M multi-fund budget encompassing restricted and unrestricted streams from BC Housing, VIHA, corporate donors, and major fundraising events. Board Reporting: Developed and presented comprehensive monthly financial packages and annual budgets to the Executive Management team and Board of Directors. Strategic Negotiations: Provided critical financial costing models for BCGEU collective agreement negotiations, contributing to the ratification of a 4-year agreement that met all budgetary parameters. Process Automation: Implemented QuickBooks Desktop, optimizing the month-end close process and reducing cycle time from 20 days to 15 days. Team Leadership: Supervised and mentored a finance team of two, overseeing payroll and benefits administration for over 25 staff members. Stakeholder Liaison: Collaborated with BC Housing and VIHA to prepare annual operating budgets and successfully secured improved funding through data-driven reporting.
Optimizing Financial Processes for Better Results
CPA with 25 years of progressive finance leadership across non-profit, energy, and private sectors. Track record of clean audits, Board-level reporting, and multi-million-dollar budget management. Proven ability to lead ERP migrations, supervise accounting teams and partner with Executive Management, Directors and Boards on strategic financial planning, as well as with external stakeholders, government agencies such as BC Housing and Island Health.
Begin Your Journey to Financial Clarity Today
Discover valuable insights and tools designed to empower your business. Sign up for our newsletter, access expert advice, or connect with our team to enhance your financial management.
