Small Business Division

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TARA MCGIMPSEY, CPB

Small Business Manager of Training & Consulting

Phone: (204) 231-6752

Main Focus:

As a training manager takes ownership in developing, documenting, maintaining, facilitating, and supervising training programs for Small Business employees. Assesses the needs of our firm, while implementing training and development plans, as well as facilitate a wide variety of training programs that enhance the effectiveness of the Small Business workforce at all skillset levels.  Customizes the training according to specific clients’ needs and specifications, including software, so that Small Business employees are able to meet the needs of our clients.

Assist and takes ownership of client accounting, personal tax, and ONBusiness administrative tasks that arise during the year as directed by the Small Business Department Head; including some monthly accounting duties for clients; preparation of complex T1 returns as well as review of Small Business client T1 personal tax returns and T4 Returns.

Accountable For / Key Responsibilities:

  • Conduct job specific onboarding training sessions with new Small Business staff.
  • Identify and assess the training needs of the small business department through job analysis, career paths and consultation with managers.
  • Assess employees’ skills, performance and productivity to identify areas of improvement.
  • Develop individualized and group training programs that address specific business needs using effective and purposeful training methods.
  • Develop, document and maintain key processes, work instructions and training manuals that target tangible results.
  • Effectively manage the training budget, if and when required.
  • Develop and maintain a training matrix to track all Small Business training achieved per employee. Expand on the training matrix requirements as the business needs change.
  • Drive ONBusiness brand values and philosophy through all training and development activities.
  • Effectively communicate with team members, trainers and management.
  • Select and manage resources, including working with both internal employees and training vendors to develop and deliver training.
  • Assist in the development of KPI’s to measure and track the effectiveness of the training provided to Small Business employees.
  • Keep abreast of training trends, developments and best practices.

Designations and Degrees:

  • Certified Bookkeeper – Institute of Professional Bookkeepers of Canada (IPBC), 2017

JACQUIE HUDSON, CPB

Small Business Support Manager

Phone: (204) 231-6754

As a Manager of Small Business Jacquie is responsible for recording and maintaining various client business’ financial transactions, such as purchases, expenses, sales revenue, invoices, and payments.

Being consistent, accurate, and minimizing errors are key characteristics for this position. Crucial to have in-depth knowledge of accounting and to understand how to use accounting software systems.  Responsible for overseeing and reconciling hundreds of financial transactions. This is typically done with the assistance of various software systems, and for this reason, technology literacy is critical for the position.

Main Focus:

  • Track project budgets utilizing multiple currencies;
  • Prepare and submit GST filing and posting and other source deductions;
  • Other accounting duties, as required;
  • Process full cycle Payroll for various companies using a variety of software from QuickBooks, Sage 50, PayWorks, Ceridian, etc.,
  • Responsible to process ROE’s, T4’s, etc. for assigned clients;
  • Bank Reconciliations;
  • Full Cycle Accounting (A/P and A/R);
  • Help with month end and year end closing files;
  • Process A/P for proper coding and reconciliation of the account and works closely with A/R and collections;
  • GL account reconciliations and month end journal entries into GL;
  • Prepare year end working papers for financial statement preparation
  • Performing duties at client premises;
  • T1 preparation;
  • T4 Preparation;
  • Advanced working knowledge of Practice;
  • Prepare year end working papers for audits
  • The position requires you to report to the Small Business Support Manager
  • Mentors the accounting clerks with bookkeeping;
  • Prepares correspondence on bookkeeping matters;

Designations and Degrees:

  • Certified Bookkeeper – Institute of Professional Bookkeepers of Canada (IPBC), 2014
  • Accounting Technician Diploma, 1995

Outside Interests:

  • Jacquie is married with 2 daughters
  • In her spare time she enjoys Suduko, jigsaw puzzles, and counted cross-stitch

JILL VOTH

Senior Small Business Advisor

Phone: (204) 237-0055

As a senior bookkeeper Jill is responsible for recording and maintaining various client business’ financial transactions, such as purchases, expenses, sales revenue, invoices, and payments.

Being consistent, accurate, and minimizing errors are key characteristics for this position. Crucial to have in-depth knowledge of accounting and to understand how to use accounting software systems.  Responsible for overseeing and reconciling hundreds of financial transactions. This is typically done with the assistance of various software systems, and for this reason, technology literacy is critical for the position.

Main Focus:

  • Track project budgets utilizing multiple currencies;
  • Prepare and submit GST filing and posting and other source deductions;
  • Other accounting duties, as required;
  • Process full cycle Payroll for various companies using a variety of software from QuickBooks, Sage 50, PayWorks, Ceridian, etc.,
  • Responsible to process ROE’s, T4’s, etc. for assigned clients;
  • Bank Reconciliations;
  • Full Cycle Accounting (A/P and A/R);
  • Help with month end and year end closing files;
  • Process A/P for proper coding and reconciliation of the account and works closely with A/R and collections;
  • GL account reconciliations and month end journal entries into GL;
  • Prepare year end working papers for financial statement preparation
  • Performing duties at client premises;
  • T1 preparation;
  • T4 Preparation;
  • Advanced working knowledge of Practice;
  • Prepare year end working papers for audits
  • The position requires you to report to the Small Business Support Manager
  • Mentors the accounting clerks with bookkeeping;
  • Prepares correspondence on bookkeeping matters;

Designations and Degrees:

  • Hotel and Restaurant Administration – Red River, 2000

Outside Interests:

Jill has a big family and enjoys spending time with all of them. In her spare time she runs a dog sport team, and participates in many dog sports with her 4 dogs.  She also teaches dog classes such as obedience, sports, and dog acting for films.

JENNIFER ZYLA

Small Business Advisor

Phone: (204) 985-6762

Jennifer has 30 years experience in business management both in the for profit and non profit sectors. Specializing in budgeting, grant applications/reporting, cash flow management and general administration/bookkeeping.  She is continually pursuing Professional Development via seminars/workshops and more recently, courses through the Winnipeg Construction Association.
Main focus:
  • Provides monthly and quarterly accounting services
  • Working closely with clients to maintain the day-to-day accounting activities
  • Preparation of personal income tax returns

Education:

  • University of Winnipeg, Bachelor of Arts (Honours Economics) 1986
  • Completed Banff Centre for Arts Management program, February 1991
Outside Interests:
  • Co-Founder and Treasurer of Cancer Crossing Inc., a Manitoba non profit providing financial assistance to cancer patients struggling with the added expenses that come with a cancer diagnosis.
  • Proud recipient of a City of Winnipeg award for Leadership and Service to the Community, 2008.
  • Jennifer is married with two grown children and enjoys hiking and baking for seasonal events/special occasions.
  • Jennifer is a member of the Manitoba Women in Construction organization.

TETIANA MAKSYMTSIV

Senior Small Business Advisor

Phone: (204) 947-7719

Tetiana has over fifteen years of experience in full-cycle accountancy and project financial management. Her area of expertise is budgeting, accountancy, and tax returns for small business entities and not-for-profit organizations. Tetiana likes addressing challenges to widen horizons for our clients’ businesses. Growth is what she is here for.

Main focus:
  • Provides monthly and quarterly accounting services
  • Working closely with clients to maintain the day-to-day accounting activities
  • Preparation of personal income tax returns
Education:
  • Ivano-Frankivsk Precarpathian University, Ukraine, Master`s Degree in accountancy, 2004
Outside Interests:
  • Tetiana enjoys reading, hiking, traveling, and history (especially excavations) and loves playing with dogs, including our office mascot, Mollie.

ANGELLE BOLES

Senior Small Business Advisor

Phone: (204) 947-7713

Angelle has worked in various Accounts Receivable, Payable and Bookkeeping positions for over 20 years.

Main focus:
  • Provides monthly and quarterly accounting services
  • Working closely with clients to maintain the day-to-day accounting activities
  • Preparation of personal income tax returns

Education:

  • Accounting and Business Administration Diploma Ontario Business College

Outside Interests:

  • Angelle is married and enjoys spending time with friends and family. She loves fishing, camping, hiking, doing volunteer work, sewing, and running.

SERVICES

Accounting & Assurance
Business Advisory
Bookkeeping
Estate & Trust Planning
GST Consulting
Personal Financial Planning
Personal Taxes
Succession Planning
Tax Planning

ABOUT US

Our Team
Our Vision
Join The Team

CONTACT US

Winnipeg Office
Tel: (204) 985-6767
Fax: (204) 255-6045

Steinbach Office
Tel: (204) 326-3849
Fax: (204) 326-3469

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Locations

Peterborough HQ
150 King Street Suite 100
Peterborough, ON K9J 3H3

Winnipeg Office
25 St. Anne’s Road
Winnipeg, MB R2M 2Y1

Steinbach Office
104-32 Brandt Street
Steinbach, MB R5G 2J7

Toronto Office
100 King Street West Suite 5600
Toronto, ON M5X 1C9

Ottawa Office
1 Rideau Street, 7th floor
Ottawa, ON K1N 8S7