Meet Ailee, our accomplished team leader with a wealth of experience in bookkeeping and trust accounting. A graduate of the prestigious University of Sydney, Ailee has become an expert in her field since completing her degree in 2018. With a strong foundation in bookkeeping, Ailee has been responsible for overseeing training, migration, and troubleshooting in programs such as Leap and Clio. Her dedication to her work and commitment to professional growth is evident in her pursuit of a CPA designation. With Ailee at the helm, our team is well-positioned for success in all our bookkeeping endeavors.
Meet Leo, a highly experienced bookkeeper specializing in trust accounting and bookkeeping. Leo holds an Advanced Diploma of Business and Accounting from George Brown College as well as a Bachelor of Computer Technology and Science from Heilong Jiang University. With a Soluno certification and extensive training in PC Law, Leo is well-equipped to handle any accounting needs. In fact, Leo is so knowledgeable that he is also a guest speaker at Humber College, teaching PC Law and Clio. Leo excels in monthly legal bookkeeping, year-end corporate and personal tax returns, and consultant services.
Meet Roxana, a recent graduate from the prestigious University of Toronto at the St. George Campus. With extensive knowledge in real estate and law from her prior work experience, Roxana brings a unique perspective to the world of accounting. As an avid learner, she is committed to integrating her prior education to provide the best experience and solutions to clients while continuously developing her skills in accounting, legal bookkeeping, and legal software. Roxana's dedication and hard work paid off, as she received the highest marks in her LEAP certification.
Introducing Kelly, our skilled professional who graduated from Western University and has a wealth of experience with various accounting software, including QBO, Clio, Soluno, PC Law, and payroll systems such as Ceridian, Deluxe, Knit, and Pay Evo. Kelly is also well-versed in the CAAT pension system and has advanced skills in Excel. Alongside her technical expertise, Kelly enjoys starting her mornings with a cup of coffee and watching movies in her free time. We trust Kelly with her precision and efficiency while adding her personal touch to the work.
Meet Lucia, a Business Administration graduate from Ryerson University with years of hands-on experience dealing with customers in both the real estate industry and professional settings. As a keen learner, she is highly motivated to apply her skills to hands-on tasks. Lucia's passion for legal accounting led her to acquire her LEAP certification in just three months. She now manages coordination with law firms' migration from different programs to LEAP, handling onboarding, training, setup, and follow-ups. Lucia is also responsible for Leap clients' monthly bookkeeping, ensuring their accounts are meticulously maintained. Her expertise has earned her the role of providing training to law firms in the use of LEAP, making her an invaluable asset to the team.
Meet Neha, a recent graduate from the University of Toronto – St. George Campus where she achieved a high distinction in Criminology, Sociolegal Studies and Sociology. Additionally, Neha has experience in human rights law where she utilized Clio daily to help her team, while discovering a passion for the legal accounting world. Her keen interest in legal accounting and drive to learn more has led Neha to begin her LEAP certification, which will make her a strong asset to the team. Neha is set to become LEAP certified just 6 weeks after joining our team. When Neha is not working diligently to help out her colleagues, she enjoys bouldering and baking for friends and family. We trust that Neha’s quick progress and passion for the industry will bring immense value to our team and clients.
Meet Nicole, a recent graduate from Ryerson University majoring in Real Estate Management with a minor in Law. Her keen eye for detail and analytical skills are reflected in her proficiency with financial software such as QuickBooks Online and Excel. Her commitment to excellence and personalized service ensures that our clients receive top-notch financial support tailored to their unique needs. As an enthusiastic learner, Nicole is deeply committed to leveraging her academic background to offer clients the most comprehensive solutions. With Nicole's unwavering dedication, clients can trust that they are receiving unparalleled expertise. Outside of her professional pursuits, Nicole finds joy in golfing and hiking with her dog Bailey. Her proactive approach and passion for continuous improvement make her an invaluable asset to our team and a trusted partner for our clients' financial success.
