Manager & Consultant - Roth Mosey & Partners
(2025-01 - 2026-06)
- Lead cloud accounting transformations for professional services clients moving from desktop to cloud environments
- Implement AI-powered solutions automating document processing, data extraction, and financial analysis
- Develop and deliver business cases and client presentations to drive process improvement adoption
Controller - Produktions K
(2023-01 - 2025-12)
(Marketing Agency)
- Transformed a paper-based agency into fully integrated cloud operations (QBO, Dext, Plooto, Float), with AI tools for expense categorization and invoice processing
- Manage full-cycle accounting: AP, AR, collections, and weekly bank and credit card reconciliations
- Prepare monthly financial statements, budgets, variance analysis, and KPI dashboards for management
- Process bi-weekly payroll, remittances, ROEs, and T4s; manage HR administration and onboarding
Controller - Angel Host Inc.
(2021-01 - 2023-12)
(Hospitality Technology)
- Built scalable financial infrastructure supporting rapid company growth
- Integrated multiple OTA platforms (Airbnb, VRBO, Booking.com) into accounting and control procedures
- Ran full-cycle accounting with daily reconciliations and cash flow monitoring across multiple accounts
- Developed budgeting and KPI frameworks; managed payroll and year-end compliance
Controller - Rossmann Architecture Inc.
(2020-01 - 2023-12)
- Led complete digital transformation from paper to cloud (QBO, Receipt Bank, Hubdoc)
- Designed financial processes that supported 100% growth — the firm doubled in size within 7 months
- Managed AP, project invoicing, WIP tracking, payroll, and monthly reporting packages for partners
Analyst, Technology & Integrations - Le Chiffre
(2020-01 - 2020-12)
- Assessed client accounting needs and designed tailored platform implementations
- Resolved operational bottlenecks through technology solutions; managed international client budgets and KPI tracking with Futrli and Fathom
Contract & Senior Bookkeeping Roles - Cargo Ottawa, Zenbooks, Jacques Lamont, LCLD
(2018-01 - 2020-12)
- Created a bookkeeping service line and onboarded clients to QBO, Xero, and Plooto (Cargo Ottawa)
- Specialized work across property management accounting, CCQ construction payroll, and project accounting
- Led an Acomba-to-QBO/Dext cloud transition (LCLD); built remote onboarding procedures (Zenbooks)
Senior Bookkeeper - McCay Duff LLP & Welch LLP - Ottawa
(2016-01 - 2018-12)
- Led QBO and Xero implementation initiatives at professional accounting firms
- Managed multi-currency accounting for international clients including publicly traded companies
- Supported audit and review engagements; firm-wide Excel and technology resource
Founder & Principal - Solutions Modestes
(2009-01 - 2016-12)
- Founded and grew a bookkeeping practice from startup to 150+ clients across legal, restaurant, real estate, and events industries
- Built and led an administrative team; managed all aspects of business operations
- Implemented platforms matched to each client's needs: QBO, Sage 50, QB Desktop, Kashoo, Wave, FreshBooks
