Season’s Greetings

With the holiday season fast approaching it’s time to dial it down a notch and take a moment to reflect on the year that’s quickly coming to a close.

Fiscal Performance has had an amazing year in terms of business growth and development.  We have welcomed new staff on board and look forward to expanding our ability to help new clients as well as our existing ones.  We are always looking for new and better ways to revolutionize the bookkeeping industry and play an important role in it.  The upcoming year will no doubt bring new challenges which we will embrace with renewed vitality and determination.

We have watched our clients progress in their businesses as well over the past year.  A successful future for all of us can only be a good thing.  May these good trends continue in 2017.  As they say in the navy, may you enjoy fair winds and following seas.  As usual, we stand ready to assist and do our part in our mutual success.  All you need do is connect and we’ll work on it together.

We realize that it’s not always about business.  Hopefully things in your personal life have met all your dreams and expectations as well over the past year.  On my own personal front, I have finally managed to get away on my somewhat delayed honeymoon with my amazing husband Ali.  Many thanks to all of you that have offered your best wishes and followed us on Facebook as we went on our journey through Europe.  It was one of those magical times that will give us a lifetime of memories.

Decembers tend to be very busy months.  Not that the rest of them aren’t but, with the upcoming holidays, all of the shopping and prep work seems to take on a life of its own.  Many of us will have a number of festive occasions to attend.  As much fun as they are, these things do tend to fill our calendars and agendas.  Hopefully we will all have moments to pause, relax and reflect on the warmth and ambience of the season.

We welcome pending arrival of 2017 with renewed energy and vigor.  There is always a sense of renewal and anticipation to see what the upcoming year will bring in terms of challenges and rewards.  May all our rewards be plentiful and meaningful.

The time has come to kick back with family and friends and enjoy all that the holiday season has to offer.  May you realize some personal time off over the holidays and may it allow for enjoying the company of those dear to you.

All of us here at Fiscal Performance would like to wish all of our customers, vendors, friends and acquaintances the very best for the holiday season and for a fruitful and successful 2017.  We appreciate our friendship and relationship with all of you.  May the beauty and warmth of the season be reflected in your lives and in the eyes of those you love.  May your dreams and aspirations become your reality.  From all of us to all of you – Happy Holidays!

Best wishes,

Tracy

Sophia

Document Management

Sophia, our dedicated Admin & Bookkeeping Assistant, has been a valuable asset to our team since 2023. With a Master of Finance & Sales, she also brings a strong foundation in accounting principles to her role. Prior to joining us, Sophia gained valuable experience as an Admin Assistant and Sales Coordinator in private sector banks. This background has equipped her with excellent soft skills, enabling her to communicate effectively and build swift relationships with clients. Specializing in serving Canadian clients, Sophia is also proficient in accounting software QuickBooks Online. Her ability to efficiently process files and manage paperwork ensures that our clients’ tasks are completed promptly and accurately. Sophia’s strong work ethic and attention to detail make her a reliable and valuable member of our team.

Vaidehi

Bookkeeper

Meet Vaidehi, a dedicated and professional Bookkeeper since 2021, who proudly supports and assists her clients. Her efficiency and expertise shines through her seamless handling of her clients’ financial records including Accounts Receivable, Accounts Payable, Bank Reconciliation and client communication. Trust Vaidehi to provide the support and solutions you need. During her personal time, Vaidehi enjoys dancing, cooking and tending to her garden.

Tinna

Bookkeeping Manager

Introducing Tinna, our resourceful and dynamic Bookkeeping Manager with over 12 years of hands-on experience. An expert in all aspects of accounting and finance operations, she handles preparation and maintenance of statutory accounting books, reconciling revenue and expenditure accounts, overseeing the preparation of monthly, quarterly, bi-annual and year-end financial statements, implementing stellar accounting systems and controls, budgeting and financial projections. Tinna’s solid background in managing both financial and non-financial assets, investigating and auditing accounts, makes her an asset to the Fiscal Performance team.

Duane

Executive Director

A true believer in the power of streamlined workflows and strategic financial planning, Duane is not just about balancing the books; he is also about balancing success with sustainability, innovation with tradition, and growth with groundedness. Bringing together a blend of expertise, experience, and enthusiasm, he is focused on improving systems to continue on providing a high level of customer service to all of Fiscal’s partners, customers and vendors. He invites you to join the Fiscal Performance network and learn how to solve your accounting and bookkeeping challenges today.

Olu

Client Service Manager

If you’re seeking a bookkeeper with a passion for precision, a friendly demeanor, and a love for the beautiful game of soccer, then look no further than Olusegun. With over 10 years of experience with auditing and financial analysis, Olusegun brings a unique blend of expertise and enthusiasm to the table. Known for his approachable demeanor and willingness to go the extra mile, he’s not just your typical accountant – he’s a trusted ally in your company’s full cycle financial management. So, if you’re in need of a bookkeeper (with auditing know-how) who gets the job done, valuing integrity and reliability as part of every job, Olusegun is your go-to guy!

Sam

Task Manager & Quality Control

Sam is a seasoned Bookkeeping Manager with over 14 years of experience. Proficient in book cleaning, reviews, HST report preparation, and finalizing accounts using QuickBooks, he holds a Bachelor’s degree in Law, and Master’s degree in Commerce. Sam is known for his dedication to meeting deadlines, his collaborative work ethic, and equal prioritization of family and work. A nature and pet lover, he finds solace in music.

Daniel

Reviewer

Meet Daniel, a highly esteemed member of our team, whose accounting expertise spans back to 2015. Holding a semi-qualified Chartered Accountant designation and a post-graduate in Accounting (achieved in 2018) Daniel remains steadfast in catering to the needs of clients. Over the course of this distinguished career, Daniel has cultivated invaluable proficiency with an array of esteemed accounting software. Renowned for unwavering punctuality, Daniel consistently maintains a proactive approach, ensuring meticulous oversight of all deliverables.

Eric

Bookkeeper

Meet Eric, a distinguished professional with a Master of Commerce and a semi-qualified Chartered Accountant. He boasts three years of specialized experience in Canadian and US accounting, using software such as QuickBooks Online, QuickBooks Desktop, and Dext. Eric’s proficiency shines through his seamless handling of onboarding, migration, clean-up, and catch-up projects. Renowned for his tech-savvy approach, Eric leverages his expertise in advanced Excel macro building to empower clients — enhancing their productivity and efficiency. Trust Eric to deliver unparalleled financial solutions tailored to your specific needs, ensuring excellence every step of the way.

Jess

Bookkeeper

Jess is a dedicated Bookkeeper, with a Bachelor of Accounting, who is proud to assist her clients with bookkeeping support, since 2020. Jess is well-versed in a suite of software programs with a focus on QuickBooks Online. Her expertise extends beyond conventional bookkeeping, encompassing Accounts Receivable, Accounts Payable Management, Payroll processing, and adeptly managing the books as per client specifications and needs. She stands out for her swift file processing capabilities and streamlined financial processes at Fiscal Performance.

David

Task Manager

Meet David, Fiscal Performance’s Task Manager. A distinguished accounting & finance professional since 2014, David is adept in leadership roles. Known for his advanced skills in process implementation and continuous improvement, David works to ensure optimal outcomes for clients. With extensive experience spanning global markets including Canada, USA, UK, and Australia, he specializes in providing comprehensive CFO & bookkeeping services. Proficiency in a variety of accounting software enables him to tailor solutions to meet his clients’ needs effectively. David is detailed oriented and his ability to deal with conflicting priorities in high-pressure situations makes him an VIP at Fiscal Performance.

Chris

Reviewer

Introducing Chris, a Reviewer at Fiscal Performance and a seasoned professional in the accounting & finance industry. He boasts a career, starting in 2017, that includes executive roles to team leader positions. A post graduate in accounting, he is proficient in software such as QuickBooks Online and QuickBooks Desktop. Chris has honed his skills over the years, optimizing his bookkeeping processes by prioritizing accuracy and efficiency. Known for his dedication and meticulous approach, Chris consistently seeks out innovative solutions to streamline operations and deliver top-tier results. His commitment to excellence and his proactive attitude makes him an invaluable asset at Fiscal Performance.

Tracy Khamis

CPB, DFA – Bookkeeping Services Specialist™

Managing Director

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.

Office: 1-905-662-9437
Mobile: 1-905-818-5328
Email: [email protected]