Hire the Best Financial Accountants in Calgary, AB

I am an experienced Bilingual Customer management specialist that has worked in both receivables and payables as well as customer resolution roles with a proven track record of delivering performance Objectives. I also double as a professional Certification as a Community Interpreter and Translator in Canada. This includes bridging language barriers, promoting clear communication, and supporting diverse communities with professionalism and cultural understanding. I am results oriented and pride myself in seeing projects from Start to Finish. Some of my notable achievements in my career so far have been; Effective Management of receivables accounts and follow up of management operations. Implementation of processes to attain Productivity Agenda and deliver Efficiencies in funds allocations. Effectively Motivating and encouraging my Team to deliver Performance objectives and improve on ways of working.

I am a Chartered Accountant (ICAI) and RPA PBA, from Calgary with 20+ years public accounting experience. I have vast exposure in full cycle bookkeeping, accounting, reporting and payroll processing. I have worked for a number of industries like manufacturing, trading, professionals, not for profits. I have extensive financial reporting exposure under US/Canadian GAAP, ASPE, IFRS. I have in depth knowledge of GST/VAT work besides personal/corporate taxes and net-filing. I am also performing payroll function for a number of clients. I am doing the new company setup like nuans search, incorporations, chart of accounts setup. I am too passionate about accounts cleanup work and clearing the backlog in any business setup. I have full working knowledge in Simply Accounting (Sage), Quickbooks (desktop/on-line), Xero, Wave or any customized accounting software.

I'm a skilled chartered professional accountant CPA with 15+ years of progressive accounting and financial experience that includes Big 4 International Public Accounting experience. I provide a comprehensive range of accounting, tax, and consulting services to individuals and businesses in a variety of industries. I can help you prepare your financial statements in accordance with accounting standards. As an alternative to keeping up on your own bookkeeping, I can provide a cost-effective option that is tailored to your business need. I can help you minimize your tax liabilities, increase your tax compliance, and accurately file your taxes by applying the latest tax rules and regulations. I can help you determine practical strategies to address your business concerns, whatever they may be. I will work with other professionals (i.e. lawyers, financial advisors, specialists, etc.) to create a comprehensive solution for your business.

I help businesses improve cash flow, financial visibility, and decision-making through strategic finance support, clean reporting, and scalable financial operations. With 12+ years of experience across manufacturing, distribution, ecommerce, and service industries, I have held senior finance roles in FP&A, commercial finance, accounting, and financial operations. I have led budgeting and forecasting processes, built financial models, managed month-end reporting, improved cost controls, and supported executive leadership teams with actionable financial insights. As a QuickBooks ProAdvisor and finance consultant, I help businesses build reliable financial systems that support growth, profitability, and smarter decision-making. Services I provide: - QuickBooks setup, cleanup, and optimization - Budgeting, forecasting, and cash flow management - Financial reporting and KPI dashboards - FP&A and financial modeling - Manufacturing and cost accounting support - E-commerce accounting for Amazon and Shopify businesses - Fractional CFO and strategic finance support I work with founders, operators, ecommerce brands, professional practices, and growing businesses that need reliable financial leadership without the overhead of a full-time finance department. My background in manufacturing and operational finance allows me to go beyond bookkeeping and reporting. I help businesses understand margins, improve visibility into performance, strengthen financial processes, and make more informed business decisions. Whether you need QuickBooks support, financial reporting, forecasting, or Fractional CFO guidance, I bring a practical and operational approach to finance built from real-world business experience.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

PROFESSIONAL SUMMARY I am a self-driven professional with more than ten years of experience in handling all aspects of accounting, including bookkeeping, accounts payable, accounts receivable, financial analysis, budgeting, compilation, and corporate tax preparation. Awarded with a bachelor’s degree in accounting and a diploma in business administration in accounting (with honors) at SAIT. I am a Certified Public Accountant in the Philippines. I am proficient in using accounting software such as Sage, SAP, QuickBooks Online, Xero ACCPAC, Microsoft Office program and Intuit Turbo Tax.