We are hands-on professionals with industry-specific knowledge
Kevin has accomplished more than 25 years heading marketing, product management and business development teams across North America, Europe and Asia, with businesses ranging from single person consultancies to multi-national conglomerates. Kevin is highly successful in creating new revenue streams and re-energizing underperforming business lines. His expertise lays in opening up non-traditional options, and developing customized growth paths to accommodate an existing company’s reputation, culture & resources.
Rob has a background as a CPA/CA and has held prestigious CFO and GM positions for several Canadian and U.S. based companies. His consulting experience is international and he brings much more to the table than financial expertise. Because Rob has been in their shoes too, he understands how owner-managers need to move beyond bookkeeping and use their financials as a business tool.
Lelanie is responsible for keeping the office running smoothly, managing vendors, and tackling all our administrative challenges.
Studying Statistics, Marketing and Accounting provided me the opportunity to look at the businesses from different perspectives and be able to solve the issues considering all the effective aspects and analyzing data. Good knowledge of the accounting principles and taxation policies, Excellent mathematical and statistical skills, data analysis and processing abilities. Demonstrated ability to handle financial statements, as well as accounts reconciliation, general ledger and journal entries.
Xing has been with Smart Foundations from the start, coming over from Falkner & Associates where he was mentored by Rob Falkner. As our Senior Manager, Xing is responsible for managing clients and now mentors his own team of bookkeeping and payroll specialists.
Magdelane's experience in managing a call centre gave her a perfect grounding in herding the kittens in our office. As Program Manager she is responsible for ensuring that all aspects of internal and external deliverables are on time, and on budget. Magdelane is our resident guru for our resource management system DT Practice.
Jing is not only an accomplished bookkeeper, but has become Smart Foundations' resident payroll specialist. Currently Jing is completing her courses to become an accredited Canadian Payroll Manager.
Karen has been a part-time bookkeeper working with Rob & Xing since before they started Smart Foundations. Her precision and experience mean we keep her very, very busy.
Recent posts from our blog
How to avoid being penalized by the CRA
Owing taxes is bad enough (and unfortunately an inevitable part of doing business), but being penalized by the Canadian Revenue Agency (CRA) and having to make additional payments definitely makes your financial pain even worse. So, how do you avoid paying the CRA more than necessary? It’s simple: don’t be late. When it comes to […]
Why it’s important to regularly review your sales process
When did you last review your company’s sales process? If you have to think about the answer, it’s been too long. When business is booming and sales are high, we know that it’s easy to get wrapped up in your success and to not take the time to stop and reflect. Nonetheless, it’s very important […]