Cathy Near

Reviewed compilation, review engagements, audits, and various tax returns including complex personal, corporate, estate, and trust. Coached and mentored staff while working with diverse client industries such as professional services, not-for-profit, and real estate.

Tutored students in various business subjects, including accounting, taxation, finance, and payroll. Provided online instruction to help students grasp complex concepts.

Reviewed compilation and review engagements, as well as corporate tax returns for large corporate groups and partnership returns. Coached and mentored staff, utilizing various accounting and tax software.

Instructed students online in courses such as Accounting, Sage 50, QuickBooks, Personal Taxation, and Corporate Taxation. Marked assignments and tests in a timely manner to ensure student progress.

Prepared compilation engagements and various tax returns, including complex personal, corporate, estate, and trust. Conducted tax research and planning for personal and corporate clients across diverse industries.

Assisted with the preparation of CEWS applications and prepared compilation engagements and tax returns for various clients. Handled complex personal, corporate, estate, and trust tax returns.

Prepared compilation and review engagements and tax returns for construction and retail clients. Assisted with the preparation of CEWS applications and corporate tax returns for small to medium-sized clients.

Assisted with the review process for T4s and T5s. Reviewed compilation engagements and tax returns specifically for healthcare clients.

Served as a liaison between the service delivery team and local office contacts across Canada. Coached and mentored a team of 40, and organized and presented internal training sessions on accounting and taxation.

Assisted staff and clients with accounting software and bookkeeping issues, including Sage 50 and QuickBooks. Prepared and reviewed NTR files in a paperless environment and various tax returns.

Achieved the Certified General Accountant designation, demonstrating expertise in accounting principles and practices. This accreditation signifies a high level of professional competence in the field.

Completed a co-operative education program focusing on Business Administration with a specialization in Accounting. Gained practical experience through co-op placements, applying theoretical knowledge in real-world business environments.

Undertook a co-operative education program in Business Accounting, integrating academic study with practical work experience. Developed foundational accounting skills and business acumen through coursework and industry placements.