Hire the Best Financial Accountants in Calgary, AB

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.

An astute accountant with more than five years of successful experience in general accounting, project accounting, accounts payable, and receivable; passionate about implementing innovative accounting practices and procedures to improve efficiency. Possessed strong analytic and problem-solving skills and excellent knowledge of IFRS and their applications to financial statements. Key Skills Include: •Financial Statement Preparation: Executed full cycle accounting functions and ensured accuracy of financial reports and Knowledge of IFRS. •Information Technology: Intermediate to Advanced proficiency with Simply Accounting, Quick Books, MS Excel, and outlook. •Multi task ability: Demonstrated an ability to multitask in a fast-paced environment and hit deadlines. •Customer Services: Ability to proactively solve difficult customer situations by using practical communication skills.

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. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. 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.

Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well. I can help you with: 💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others. Types of Financial Modeling I've built include: 💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors). 💡 Sales Forecasting financial modeling for Inventory management. 💡 Budgeting financial modeling. 💡 Real-estate financial Modeling. 💡 3-statement (P&L, balance sheet, and cash flow) financial modeling. 💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt). 💡 Merger and LBO financial modeling. 📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck. 💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance. 👨‍💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services. If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.

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.

Struggling to keep up with your business finances? You’re not alone. Many small business owners feel overwhelmed by bookkeeping, cash flow and financial planning - that’s where I come in! I’m Vicky, a Canadian 🇨🇦 CPA and Fractional Controller with 10+ years of experience helping businesses get profitable, organized and financially confident. I make accounting easy by turning your numbers into clear, actionable insights. No jargon, no confusion - just simple, straightforward financial guidance, so you can make smarter business decisions and stay on top of your cash flow. 🚀 What I Can Do for You: ✅ Bookkeeping & Financial Statements – Get clean, organized books so you always know where your business stands. ✅ Cash Flow Planning & Forecasting – Avoid cash shortages and plan ahead with confidence. ✅ Budgeting & Financial Strategy – Know how much to spend, where to cut costs, and how to grow profitably. ✅ Financial Insights & Guidance – Get clear, easy-to-understand answers to your financial questions. 💡 Common Client Questions I Can Answer: ❓ How much should I charge? ❓ Can I afford to hire? ❓ Should I spend more on marketing? ❓ When will I be profitable? ❓ Is this expense tax deductible? Having worked as a Financial Controller, Senior Financial Analyst, and Accounting Manager, for startups and billion dollar corporations, I'm able to bring big-business expertise to small business owners like you - without the full-time cost. 📌 Why Work With Me? ✔️ 10+ years of experience in accounting, startups, e-commerce, and corporate finance ✔️ Advanced Excel & Google Sheets skills for custom financial reports ✔️ Hands on experience with QuickBooks Online, QuickBooks Desktop, NetSuite and Wave ✔️ Strong communicator - I break down financial concepts into plain English ✔️ Remote work pro - fast, responsive, and deadline-driven 📅 Let’s chat! Send me a message to discuss how I can help your business grow.