Chartered Professional Accountant (CPA) refresher course and challenge exam, 2022
CPA designation through merger, 2014
Certified Management Accountant (CMA), 1997
Bachelor of Commerce, University of Saskatchewan, 1994
Quickbooks Advanced Expert, 2025
AI Fluency for Small Business, Anthropic, 2026
Accelerate Client Services with Xero & Syft, 2025
Maximizing Your App Stack: Lessons from CHARITYacCOUNTS in Nonprofit Success, Dext, 2025

Sep 2022 - Present
Cloud Accounting | Full Charge Bookkeeper
Part-time · Calgary, Alberta, Canada · On-site
I am a Chartered Professional Accountant with experience in cloud accounting and full cycle bookkeeping, working half-time at a CPA firm while enjoying my semi-retired life. A significant part of my work involves leveraging cloud-based tools and technology to streamline clients' financial management and reporting, including guiding clients as AI becomes integrated into existing software like Excel, QBO, and Reach. We work with a range of small businesses across different industries, and I focus on giving each client personalized attention, backed by the right technology for their situation.

Mar 2001 - Present
Controller
Permanent Full-time until Aug 2022, then Part-time · Calgary, Alberta, Canada · Hybrid
As Controller and IT Manager of DLTK's Crafts for Kids (part-time), I manage the company's financial operations, including full-cycle accounting, financial statements, budgeting, and tax compliance, while also overseeing the platform's technology infrastructure to keep it running efficiently and cost-effectively. A current focus is integrating agentic AI processes into our existing workflows thoughtfully, weighing the risks alongside the efficiency gains. Having been in business since the 90's, we've adapted through several technology shifts, and we approach AI as the next one rather than a disruption to react to. The role has given me hands-on experience in financial management, technology operations, and project management, along with a real appreciation for what it takes to run a small business.
Sept 2013 - Nov 2014
Financial Accountant
Permanent Part-time · Calgary, Alberta, Canada · On-site
June 1998 - Feb 2001
Management Accountant | Financial Analyst
Permanent Full-time · Calgary, Alberta, Canada · On-site