About Us

Jim Dale

MBA

I am a senior level executive with extensive hands-on experience in business leadership and management, working with small business owners, external accounting professionals, financial institutions, and attorneys with an established record of success in growing value with my clients. 

 

As a top-level representative of the executive team whose primary focus is on the finances of the business, I fill the critical role between bookkeeper and executive management. My clients have higher confidence in their historical financial reports, and greater clarity with respect to the direction of the firm. This is the case at both the firm level and the project level.

 

My areas of expertise include:

·     Financial & Strategic Planning

·     Budget development and management

·     Accounting and Financial Operations (including systems implementation)

·     Project-based profitability and forecasting

·     Coordination of professional services (accountants, bankers and lawyers)
 

I possess demonstrated organizational skills and a proven ability to work independently as well as perform as a team member.  I exercise a high degree of discretion, mature judgment and tact in handling issues of sensitive nature. 

I possess advanced knowledge of IT systems including: Excel, Power Point, Word, QuickBooks (Desktop and Online), Simply Accounting, and BQE Core Project Management.  I possess strong leadership, problem-solving, planning and team-building skills that make me an asset to the clients I work with.

Barbara Mahony   MSc, BEd

I entered the dynamic world of entrepreneurship after a short career in the education system as a high school math teacher. That’s when I discovered that I prefer working with computers and not with hormonal adolescents.

 

I decided to get my Bookkeeping Certificate (Honours) and started my own bookkeeping business in 2013.  I have never looked back.

 

In a very short time, I became an expert in solving my clients' issues. My attention to detail and accuracy is greaty valued by my clients, as well as my accounting skills and understanding of bookkeeping software. 

 

My computer expertise includes such software as QuickBooks, Sage 50 and Microsoft Dynamics among others. Microsoft Office programs, especially Excel are my best and most utilized tool that streamlines the bookkeeping calculations. The best thing about this expertise is that it saves my clients money!

I am excellent at solving problems and giving clients the professionalism and care they need from their bookkeeper.