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About Us

In my early twenties, as I sat down to sort through my shoebox full of receipts for tax time, I realized the importance of financial management. It became clear that I needed to reassess my relationship with money as I stared at the largest stack of receipts for my favorite pizza place. At that time in my life, money was an abstract concept to me until I was introduced to the concept that money is not just a piece of paper; it is actually a medium of exchange for energy.
As with all energy, there must be a balance. We need enough energy to be warm and comfortable: too much, we overheat; too little, we freeze. The same is true for money as it flows through our businesses: with too little money, businesses may fail, whereas, a windfall of money may allow a business to expand. The key is managing the energy shortage or windfall in the appropriate way.
Since this revelation, I applied this philosophy to various financial service positions I held. I was able to help people and businesses realign their finances to improve cash flow. I have spent more than 15 years in sales; and have been a real estate investor for 13 years starting with a multiplex in Hawaii, and now solely investing in the Edmonton area.
I have completed my Business Accounting Diploma with Honors through the Centre for Distance Education and have spent the past several years focusing on helping construction businesses get control of their finances so that they may manage their business with peace of mind. I attend Continuing Education courses focusing on the construction business to ensure I stay in-tune with the needs of the industry.
I am a member in good standing with:
  • The Edmonton Construction Association
  • Construction Financial Management Association
  • Institute of Professional Bookkeepers of Canada
Having lived in Edmonton most of my life, I presently reside with my loving partner, Hugo, and my three-year-old daughter, Valentina. We also enjoy our family time with our cute little Yorkie, Lulou. I enjoy traveling and a nice glass of red wine from the vineyards of the Okanagan Valley in British Columbia. My goal is to obtain a second degree black belt in Taekwondo and run the Honolulu Marathon.

FREE CONSULTATION

Book your free 60 min consultation today!

We meet most of our actual and future customers via Zoom Cloud meeting.

During that consultation, we will:

  • Discover your business
  • Answer your questions
  • Assess your needs
  • Show you the new trend in small business bookkeeping and how it could benefit you

Right after your consultation, we will prepare you a personalized service proposal.

We are a Professional Bookkeeping & Advisory Company
that serves Edmonton Small Businesses Specializing in Construction Trades
Hubdoc
Certified Advanced Partner
Bookkeeping Edmonton - XERO