As a Chartered Professional Accountant (CPA), Cathie is passionate about working with people to help them better understand their financial situation and its role in providing a superior quality of life.
Genuine, analytical and objective
Cathie is known for building client trust and growing revenue by converting accounting obstacles into business development opportunities. She exhibits incessant determination to comprehend client need, research issues and execute an accounting solution to minimize financial impact to the client. Cathie is a motivated leader, she sets the pace and tone of expectations by modelling Generally Accepted Accounting Principles in all behaviours.
Education & Experience
Cathie has worked with her clients while employed in public practice in the South Georgian Bay region for over 20 years, providing accounting and taxation services. She graduated with honours from Georgian College with a diploma in Accounting in 2000. After working for many years in public practice, she graduated from Laurentian University with an Honours Bachelor of Commerce degree in 2013. As well, she earned her Certified General Accountants (CGA) designation and through merger, her Chartered Professional Accountants (CPA) designation in 2013.
Over the years, Cathie has been a steadfast advocate for her clients through CRA audits, tax advice, tax planning, as well as business and succession planning. As the owner of her own firm, she is happy to meet with clients on their schedule to provide the necessary tools and resources to help them to meet their goals and continue their journey toward economic independence and wealth. She offers mobile service to business clients enabling them this convenience to reduce the stress of potentially missing a key piece of information.
Cathie supports the following accounting software: QuickBooks as a ProAdvisor and Sage 50.
Cathie is a proud member of the Chartered Professional Accountants of Ontario (CPA), the Canadian Tax Foundation (CTF) and the Canadian Payroll Association. As a member of these associations, she offers a wealth of experience and has a vast resource to draw from.