Melanie started her bookkeeping career in a public practice accounting firm in 2011.
She received her Payroll Compliance Practitioner (PCP) designation shortly after and a CPB designation in 2016.
Melanie is highly skilled in large volume historical and catch-up bookkeeping.
We love that she is well known for her infectious smile and positive can do attitude.
A career highlight with our firm was being sent to work onsite at a new clients who was almost a year behind in their bookkeeping.
The bookkeeper was extremely nervous with an outside person coming in. Melanie quickly put her mind at ease and worked with the clients bookkeeper to get them caught up.
In-House Training & Back-Up Support
Rose has over 35 years in the banking industry and is a retired certified fraud examiner and anti-money laundering specialist.
She provides our staff and clients with training in risk and fraud management.
Just for fun she received her private investigators license.
Every day small business owners juggle phone calls, sales meetings, customer service, administration, banking, marketing, deliveries, production, scheduling, paying the bills and calling for outstanding payments. This doesn't leave much time for anything else.
Growing businesses have new employees to hire and train, finding ways to streamline their current processes, juggle delays in service and make everything look seamless to their customers.
We understand those struggles, the stress, and sleepless nights. Every company and business owner is unique.
Life isn't a Hollywood movie where money grows on trees and your an overnight success.
At some point every business owner needs to outsource part of their business so they can invest more time to grow.
We're here to give business owners back that valuable time.
Whether it's a panic phone call or an in-depth meeting, we'll listen to what you need and work with you to make it happen!
Founder & President
"Trish" as she likes to be called, started her accounting career over 20 years ago in the construction industry.
Her initial training was in Financial Management Accounting from BCIT.
Over the years Trisha has continued to expand on her education and honed her expertise working with multiple industries.
Trisha is well known for her skills in business management, start ups and corporate structuring.
When asked for a career highlight here was one of her favorites. "I started working with a small business owner that had a single employee and a dream to grow into the leader in his industry. Working closely together for three years, his business grew into a multi-million dollar corporation with over 20 employees. However, the highlight was being asked to hire and train his new office staff of 5 employees and stay on as a Controller."
Always up for a new challenge, Trisha completed her certification in Law firm trust accounting. She received a final grade of 99%.
Trisha now spends the majority of her time working with law firms in trust accounting, trust compliance and workflow optimization.
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