Stoney Creek, ON L8G 0A9
Fax: +1 855-275-4051
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 find them experiencing all that life has to offer together as a happily-married couple.
Visit Fiscal Performance
Whether dropping off your paper work or for in-house training services, visit the Fiscal Performance team at the office in Stoney Creek, between Greenhill Avenue and Centennial Parkway South.
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!
Tracy took over from another bookkeeper. We have an accounting system that Tracy was not familiar with and had a very positive attitude adapting and learning the system. She is very detailed and always completes accounting procedures on time. Her attitude is excellent and she always informs me of what she is doing. When I ask her any questions I get a proper response.
Upton & Sullivan Co. Ltd.
I have been a client of Fiscal Performance for the past year and have called upon their staff for tax advice & services for my small business returns. I recommend their service, highly and look forward to their continued service & support.
Dan De Jong
I am truly glad we chose your company to do our work. Your staff are very professional and provide an excellent service to ensure our paperwork is kept up to date. I am happy to know your company is on top of things and makes my job easier. Again thank you for giving our company peace of mind.
Tracy and I have partnered on a number of projects over time. She is always enthusiastic and ready to devote 100 96 of herself to every task she undertakes. I know Tracy will take care of business with honesty, integrity and dedication
I have known and worked with Tracy for a number of years. Tracy exemplifies the kind of professionalism and attention to detail that companies should be looking for when it comes to handing over the management of their financial administration
THE HOLST CONTINUUM
Tracy and her team were a welcome relief from the monthly burden of filling spreadsheets and hoping I got it right with my GST obligations and annual tax return preparation. Not only did she and her team free up my time to get on with the business of supporting my clients, she also made me see that “Knowledge is power,”…
President. Focal Point Business Coaching
126 King Street West, Unit 1
Stoney Creek, ON L8G 0A9
Monday to Friday 9:00 – 5:00