@daltonlabord
Accounting Manager serving owner-managed businesses, preparing ASPE financial statements and tax returns at Caissa LLP.
CanadaAt Caissa LLP, I prepared and reviewed compilation engagements and financial statements for compliance with GAAP and ASPE, serving owner-managed businesses.
I also prepared and reviewed personal, corporate, and HST tax returns, and maintained frequent communication with clients and the CRA.
As Staff Accountant & Manager, I managed 3–4 staff and coordinated workflow and schedules to meet deadlines. My work included TaxPrep, CaseWare, CaseView, Excel, QuickBooks, Sage, and Doc-it.
Work history, roles, and key accomplishments
Embree Thomas & Co. LLP
Feb 2026 - Jun 2026 (4 months)
Managed accounting and tax services for clients at a public accounting firm.
Doane Grant Thornton LLP
Feb 2025 - Jan 2026 (11 months)
Managed accounting and tax services for clients at a public accounting firm.
Caissa LLP
Mar 2017 - Jan 2025 (7 years 10 months)
Prepared and reviewed tax returns and financial statements, managed staff, and maintained client communication.
Degrees, certifications, and relevant coursework
Chartered Professional Accountant, Accounting
Chartered Professional Accountant designation from CPA Ontario, completed in 2019.
Graduate Diploma, Accounting
Graduate Diploma in Accounting from Wilfrid Laurier University, completed in 2016.
Bachelor of Business Administration, Business Administration
Bachelor of Business Administration from Wilfrid Laurier University, completed in 2016.
Software and tools used professionally
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