I am a mom of 3 and the wife of a fire fighter. I am a local Ottawa Valley girl who settled in Eganville in 2010. After graduating from Algonquin College in 2009 with a diploma in Office Administration – Executive, I worked in a few different fields while trying to figure out what I was most interested in. In the spring of 2017, after a 5 year stint at a local resort, I decided that it was bookkeeping that really caught my attention. I then began my journey of obtaining my Bookkeeping Certificate from Algonquin College through online studies as I continued to work full-time. In August of 2018, I joined the team at Ledger Lady as I was wrapping up my final course with Algonquin College to earn that certificate. I am currently a member of the Institute of Professional Bookkeepers at an Apprentice level as I work towards obtaining my CPB (Certified Professional Bookkeeper) designation.
In 2008, after moving to the area with my wife and son to be closer to family, an opportunity arose for me to change career paths and the foundation for my career as a bookkeeper was poured.
After completing my “Basic Bookkeeping for Business” course through the Knowledge Bureau and participating in on the job training, I began an exciting new position as the Administrator/Bookkeeper for a large local family-based business in Cobden. During the first year in this position, I received valuable mentorship and expertise from Judy at Ledger Lady Inc. which pointed me in the right direction for the next ten years in this position. I have also worked with a variety of smaller family businesses within my own personal bookkeeping business as well as had the opportunity to change roles when I became the proprietor of my own part-time online business. A few years ago, Judy contacted me to see if I would be interested in a full-time position with the growing Ledger Lady business and here I am.
Through these different experiences, I have been lucky to learn and adapt to a wide cross section of different environments within the bookkeeping field. I look forward to helping you grow your business.
I have been with Ledger Lady Inc, full time, since a career change from Social Service work in 2014. Since then, I have earned a Certificate in Bookkeeping with honours from Algonquin College though online studies while continuing to work full time and raise our family of four. I am a member of the Institute of Professional Bookkeepers of Canada and have my CPB (Certified Professional Bookkeeper) designation. As a CPB, we are required to complete Continuing Education Credits each year to maintain our designation which means that we continue to develop our skills and knowledge in our chosen field.
I also bring a background in the retail industry and social services field to the Ledger Lady group of bookkeepers. Small business is in my blood as my parents were, and siblings continue to be entrepreneurs and I personally, currently help my husband run his small business here in the Ottawa Valley. As I develop more and more professionally, I look forward to helping other small businesses flourish.
I’m a Carleton University graduate with over 30 years of experience in the financial service and retail sectors. My interest in accounting and bookkeeping was fostered while employed in various positions at Revenue Canada, an Independent Grocer Chain and MD Management Limited (Ottawa based financial services firm).
Wishing to find employment closer to home and expand my knowledge in the accounting and bookkeeping field, I completed the Payroll Compliance Practitioner (PCP) designation in 2014 and started bookkeeping for a local farm dealership shortly thereafter. Continuing with my studies, I completed the Small Business Accounting program from Algonquin College in 2015 and received a Bookkeeping Diploma in 2017. I joined Ledger Lady on a part time basis in 2016 and am now employed full time. I am a member of the Institute of Professional Bookkeepers of Canada at a Technician Bookkeeper level working towards my CPB (Certified Professional Bookkeeper) designation.
Outside of work, my spouse and I are kept busy raising our young family who are all actively involved in competitive sports. When not chauffeuring the kids, I enjoy movies, gardening or just relaxing with a good book.
While in college for Small Business Management, I fell in love with bookkeeping. When the opportunity presented itself to go back to school a few years ago, I knew it was time to take the Business Accounting Program and follow what I knew to be the correct path for me. Since graduating with honors in 2015, I have had the opportunity to work in the field and gain experience and knowledge from professionals in the industry.
When I started my employment with Ledger Lady in 2017, I knew it was where I was meant to be. In September of that year, I became a Certified Professional Bookkeeper and a member of the Institute of Professional Bookkeepers of Canada. In September of 2018, I had the honour of becoming Judy’s partner which has been very rewarding in these early stages. I look forward to assisting in the growth of such a great company. I have in-depth knowledge of Sage 50 and have been SBCA (Sage Business Cloud Accounting), QBO (Quickbooks Online), Hubdoc and Receipt Bank certified. I have a passion for what I do and take pride in providing the level of service that our clients depend on.
I started my bookkeeping service in 2001 as an opportunity to continue my passion of working with entrepreneurs. Having owned my own retail business for 15 years, it just seemed natural to continue to work in an entrepreneurial industry. I love working with numbers and love helping businesses with great bookkeeping services. I have continually upgraded by skills to offer the best advice I can to my clients.
Early in my career, I became a Sage partner to offer my clients an improved service with one of the best accounting software programs available. Years ago, I achieved my CPB (Certified Professional Bookkeeper) designation through the Institute of Professional Bookkeepers of Canada. Our firm is also experienced with Quickbooks Desktop as well as SBCA (Sage Business Cloud Accounting), QBO (Quickbooks Online), Hubdocs and Receipt Bank for those of you who prefer an on-line experience.
From running my own business and working with so many other small companies, experience has taught me how important it is to know your financial position and to be able to rely on the people tasked with maintaining your finances. A smart team is necessary to building a strong business. I love being part of that team and helping business owners improve their business with positive financial advice and assistance.
As I move to the next phase of my career, preparing for my retirement in a few years, I am extremely pleased that I have found my successor within my own staff and to know that I will be leaving my clients with a very competent and knowledgeable team of bookkeepers led by an extremely capable, efficient and personable director.