Trisha Monts, CPB, PCP

Founder & Client Manager

Trisha started her bookkeeping career in the construction industry.  Over the past 25 years she has worked extensively in BC's Film & TV, NHRA racing, Health, Manufacturing, Rental, & Medical industries. Her past accounting roles prior to starting TMB included controller, operations manager, and management accountant.

 

Trisha attended BCIT from 1999-2001 and studied Financial Management Accounting. She holds two designations, Certified Professional Bookkeeper (CPB) from CPB Canada and Payroll Compliance Practitioner (PCP) from the National Payroll Institute.


Always challenging herself, Trisha studied legal trust accounting and received her certification with a final grade of 99%.  

Specialized Skills                                                                                          

Business management                                                                                  
Start ups & Corporate Structuring                                                                

Lawyer & Notary trust accounting                                                                 

Trust compliance                                                                                           

Workflow optimization                                                                                

Megan D.

BIO COMING SOON






WE ARE YOUR TEAM!

 

The biggest misconception in starting your own business is that you set your own hours and work as little or as much as you want.  Business owners quickly learn this is not the case. 


At some point every business owner needs to outsource part of their business so they can invest more time to grow. We know it's scary to hand over something as important as your books.  The TMB team is here to give our clients back their valuable time with award winning quality and expertise.


We know how to achieve success, we understand your struggles and those sleepless nights.  


Whether it's a panic call or a regular monthly meeting, the TMB team will listen to what you need and work with you to make it happen.


Vanessa M.




BIO COMING SOON









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Rose S.

Advisor & In-House Training

Rose worked in the banking industry for over 45 years. She retired from a top 10 global bank as the AVP of Corporate Security. 

​Rose provides the TMB team with training in risk and fraud management.


Specialized Skills                                                                                          
CFE - Certified Fraud Examiner (Retired)                                                           

CAMS - Certified Anti-Money Laundering Specialist (Retired)                         
                                                                                                                                  

Braedon M.
Client Care

Braedon joined the TMB team in 2014. He attends the University of Calgary completing his Bachelor of Science in Kinesiology. His career goal is to attend the Canadian Memorial Chiropractic College and become a Sports Chiropractor.  Braedon provides part-time support to clients and the TMB team.  He takes on every task with pride and attention to detail. 

Specialized Skills                                                                                                

Cloud technology                                                                                                  
Multitasking                                                                                                                                                                                                                                                                              

Favorite Office Supply

A perfectly organized set of highlighters


THE TMB TEAM

Trixie 

Office Manager

Trixie is a Miniature Schnauzer who joined the TMB team in 2019.  She refuses to be groomed as she loves her long hair.  Trixie is loved by everyone she meets and can't wait to greet you at reception.  She keeps a watchful eye over the TMB team and regularly enforces play-time breaks.  Don't let this boss's cute face fool you. Even when she is hard at "work" napping she still makes sure the team is looking after her clients.


Specialized Skills                                                                                       

Pretending she is Beyoncé when a fan is turned on                                                                                       

Being known by name at Starbucks                                                                                             

Sneaking unattended coffee