ACCOUNTING AND BOOKKEEPING’S OPENING ACT
At Fiscal Performance we pride ourselves on providing the best in financial services available anywhere. We start at posting the numbers and go on to providing full cycle accounting including taxes, payroll, etc. We then take it one step further and offer our experience to review the numbers with you. We can then provide recommendations to help your business grow and succeed.
We also work well with many accountants and provide them with the information they need to do their job. Along with them, we comprise the team that will take care of the business financials. We are more than happy to work with your accountant to do this for you.
Business experiences enough drama in the regular course of events. We will take care of the bookkeeping and provide consistent and timely quality – again and again. Let us take this important task off your plate so that you can get down to business.
We know that it’s not always easy to allow your books to be done offsite. It may just be plain impossible. We understand. We have “road warriors” that can come to your place to help.
Year Ends Completed
Always wanting to learn and gain knowledge, Tracy has worked for multiple companies from various industries. Having the opportunity to work in varied industries from small companies to large organizations such as banks, accounting firms, schools, restaurants, construction, manufacturing and the arts has been extremely exciting. Each industry has different rules that apply, along with different government requirements. This experience has provided Tracy with extensive growth and understanding of bookkeeping, multiple software platforms, and in-depth financial report preparation. To know Tracy is to appreciate what she can do to put your books in order and keep them in a timely, relevant and professional manner.
John started out in the financial sector in 2008 dealing with insurance and investments for an insurance company – at the same time offering debt consultation services. From there he went over to a major bank and became a FSRII doing much of the same work as well as day to day banking and credit lending. During this time he ran a small bookkeeping company out of his home and studied accounting at the post-secondary level. His goal is to obtain his CPA designation. In his oh so rare spare time John enjoys hiking and spending time with his family.
Damian joins us with over a decade and a half of experience in customer service including as a department manager, joint health & safety certified member, union steward and customer service representative. He also has QuickBooks Online advanced training. When not working on bookkeeping for Fiscal Performance clients, Damian enjoys spending time with his wife, his 3-year-old, and his husky. You can also find him playing good video games or watching sci-fi, fantasy, action and, yes, the occasional “chick flick” movies.
Rona grew up in Burlington and started her career in banking. Always a numbers person, she changed paths and became a bookkeeper for a Burlington company for fifteen years. Rona moved to Oakville for a couple of years and while there did some continued learning with QuickBooks and French studies. She briefly moved to Toronto for a few years where she studied more with the Toronto District School Board. Before long, Rona found herself back in Oakville. A series of coincidences led her to Tracy where she has worked for Fiscal Performance from its early beginnings. When not in the office, Rona loves cycling, playing tennis, photography and enjoys the company of friends and family.
Fiscal Performance often deals with new and evolving businesses. In many instances they need or would benefit from assistance with branding, logos, signs, business cards and even a website. This is where Ali Khamis comes in. Not only can Fiscal Performance help with the budgeting and number crunching for the business and its branding needs, Ali can assist and provide the highest quality creative input for this as well. Whether a new branding initiative is called for or just a freshening up of an existing campaign, when vision and talent will help, we turn to Ali. You may have guessed that there is a personal link between Ali and our CEO Tracy. When not working, you will often nd them experiencing all that life has to offer together as a happily-married couple.
Visit Fiscal Performance
Whether your dropping off paper work, or coming in for training, pop on in to the Fiscal Performance office, located in Stoney Creek between Greenhill Ave and Centennial Parkway.
Our Business Partners
Meaningful partnerships are the foundation for success.
Strategic alliances enable us to make continuous improvements and gain access to resources we might not have had previously. Fiscal Performance has created several strategic partnerships with other like-minded businesses so that we can support and provide value-added services such as accounting, design, writing and much more!
Ask today how we can help you gain a competitive advantage through access to one of our partner’s resources!
Upton & Sullivan Co. Ltd.
Dan De Jong
THE HOLST CONTINUUM
President. Focal Point Business Coaching
126 King Street West, Unit 1
Stoney Creek, ON L8G 0A9
Monday to Friday 9:00 – 5:00