Meet Our Team

More than a Consultant

We implement strategies, not just advise. Our team members are partners working alongside your team developing a long-term relationship.



Darryl Goodall

FCPA, FCMA

Darryl Goodall has extensive experience working with a number of family and private businesses, as well as tenure in publicly traded companies. His knowledge allows him to provide a broad range of insights and solutions for his clients. Darryl is known for his problem solving skills and ability to ensure a plan covers all aspects of the business, not just the financial ones. With a strong entrepreneurial approach, his areas of expertise include sourcing financing and refinancing debt, crisis management and turnarounds, strategic planning, building and mentoring the right financial team, and driving operational improvements.

Prior to founding Part Time CFO Services Inc. in 2013, companies Darryl has worked for include Pepsico, Quaker Oats, Horizon Plastics International Inc., Main Access LLC and Pebra Inc..

Darryl Goodall received his Honours of Bachelor Business Administration from Wilfrid Laurier University in 1992 and his CMA designation in 1994, which later merged with CPA in 2014.

As an active sports enthusiast, he will often be found at the local soccer pitches and hockey arenas playing the games he loves or coaching his daughters. Darryl has been on the Board of Directors for the local soccer club in a variety of roles for twelve years and counting.

Education

  • Wilfrid Laurier University Bachelor of Business Administration

Volunteer/Community Involvement

  • Habitat for Humanity Northumberland - Treasurer
  • Daughters for Life Foundation - Treasurer
  • Community Training and Development Centre - Board Member
  • Cornerstone Family Violence Prevention Centre - Treasurer
  • Peterborough’s Innovation Cluster - Advisor for start-ups and entrepreneurs
  • Port Hope Minor Soccer Club - Coach, President and Head Referee


Paul Kroetsch

CPA, CMA, CTP

Paul Kroetsch has spent over thirty years in corporate finance, with both private and public companies.  He has an extensive background in process improvement, modelling, cost control and debt and equity financings. Paul has helped arrange credit lines, including syndicated bank facilities and completed an IPO as a CFO.  He has been deeply involved in the M&A field, helping several companies complete over a dozen successful acquisitions and integrations.

In addition to his achieving his Charted Professional Accountant and Certified Treasury Professional designations, Paul Kroetsch has received training in Strategic Supply Chain Management Fundamentals, IFRS Implentation and has completed the Canadian Securities Course.

Paul enjoys working with teams to focus on business drivers and eliminate tasks that do not create value for stakeholders.   After a wide ranging career in banking, insurance and manufacturing, Paul started a consulting practice in 2008 to help clients manage and deliver small and large scale projects.  He is a Chartered Professional Accountant and also holds a Certified Treasury Professional designation.  He graduated from Western University with a BA in Economics and the University of Windsor, with a BComm in Finance.

Based out of Burlington, Paul services South Western Ontario, including the western GTA area.

Education

  • Western University B.A. Economics
  • University of Windsor BComm Finance

Volunteer/Community Involvement

  • Habitat for Humanity Halton-Mississauga, Home Construction Crew
  • Board of Examiners, Chartered Professional Accountants of Canada


Ed Myers

CPA, CMA

Ed Myers has extensive experience working with businesses from large, publicly traded companies to family start-ups. This has provided him with the skills and knowledge to find solutions. He is known for driving business forward while keeping pulse on where things stand today. Ed has a proven track record in increasing shareholder value and mentoring non-financial managers.

Prior to joining Part Time CFO Services Inc., Ed Myers worked for companies including Pepsi, Alcan, Ram Industries and Klenzoid Canada Inc. A graduate of Fanshawe College of Applied Arts and Technology, Ed earned his Honours in Business – Accounting. He later went on to earn his CMA (CPA) designation.

Ed is an avid golfer and loves attending live sporting events. He is a believer of giving back to the community he lives in; he was the treasurer of the United Way of Halton Hills and he currently mentors CPA students.

Located in Guelph, Ed services the Kitchener-Waterloo and surrounding areas.

Education

  • Honours Business – Accounting, Fanshawe College of Applied Arts and Technology

Volunteer/Community Involvement

  • CPA Mentor
  • Treasurer, United Way of Halton Hills


Lisa Guimaraes

CPA, CA, MBA

Lisa Guimaraes has over 20 years of experience in accounting and finance in a variety of industries. She has held financial management roles in both public and private companies, with a current focus on small to medium businesses. Lisa has a strong background in overseeing financial reporting, financial planning, audit and tax management, as well as implementing and streamlining financial controls and processes. Lisa combines a big-picture mindset with a practical, hands-on approach. She is passionate about building strong relationships with her clients and supporting them to achieve success.

Lisa graduated from Dalhousie University with a Bachelor of Commerce and Master of Business Administration. She obtained her CPA, CA designation while working at PricewaterhouseCoopers in Toronto.

Outside of work, Lisa enjoys spending time with family and friends, taking fitness classes, and playing golf.

Based in Oakville, Lisa serves clients in the GTA and South Western Ontario.

Education

  • Dalhousie University, Bachelor of Commerce
  • Dalhousie University, Master of Business Administration

Volunteer/Community Involvement

  • Co-Chair, Women United, United Way Hamilton Halton, 2021-2022
  • Member of Campaign Cabinet, United Way Hamilton Halton, 2021-2022


Tom Worden

CPA, CA

With more than 35 years of experience as a CPA, CA, Tom Worden has gained valuable and diverse knowledge and skills. For 25 years he was a partner in a major international accounting firm, and spent 7 years as CFO and General Manager of a large, privately owned distribution company.

During his time with the accounting firm, he provided accounting, tax and advisory services to many private and public companies in a wide variety of industries. Tom has always placed client service as his highest priority and has worked closely with senior management in addressing the various issues that arise in company operations.

In his role as CFO and General Manager, Tom Worden was involved in all aspects of operations including human resources, strategy, mergers, acquisition and divestitures, managing banking arrangements, financial reporting and negotiations with customers and suppliers.

Outside of the office, Tom has volunteered significant time to community and charitable activities, including a number of senior board roles in not for profit organizations.

Tom is currently servicing clients in Durham Region and surrounding communities.

Education

  • University of Guelph Bachelor of Arts

Volunteer/Community Involvement

  • Lakeridge Health Oshawa - Board Member and Vice-Chair
  • Oshawa Hospital Foundation - Board Member and Committee Chair
  • Associated Medical Services - Board Member
  • Grandview Children’s Centre - Board Member
  • Ducks Unlimited Canada - Board Member and National President 2011-13 and National Board Chair 2013-15
  • Goodwood Club - President 2004-2008
  • Oshawa Golf Club - President 1992


Brian Woods

MBA, CPA, CMA

Brian Woods has over 25 years of executive experience, both at the CFO and CEO level with proven proficiencies in general management, executive decision-making, policy direction and strategic business planning. He has worked in private and public companies ranging from small entrepreneurships to $1 billion+ organizations and has successfully run his own businesses. His experience encompasses manufacturing, distribution and retail, domestically and internationally.

As CEO, Brian has led teams in successful turnarounds saving millions of dollars for shareholders. He has held responsibility for every organizational department including marketing, operations, information technology and human resources, as well as finance. Brian particularly enjoys strategic management and working with teams to drive organizational improvement.

In his spare time, Brian loves to engage in sports, most notably golf and tennis.

Based out of Mississauga, Brian Woods services the GTA.

Education

  • Athabasca University, Masters of Business Administration

Volunteer/Community Involvement

  • Rockley Golf and Country Club, Secretary
  • Orange Hill Condominium Development, Board member
  • Past local soccer coach


Tom Cunningham

CPA, CGA

Tom Cunningham has over 30 years in accounting, finance and senior leadership experience. He’s been successful in his senior financial/accounting roles including President of a Tier 1 automotive supplier.

Tom has worked in public accounting servicing a variety of small and medium-sized businesses, as well as municipalities and not for profit organizations. His services ranged from corporate and personal tax, to corporate audit, to accounting and financial management support. Tom built strong business relationships with the clients, based on service, trust and integrity. Tom has also worked with various levels of government relating to funding of capital for energy reduction projects and development opportunities for employees.

For the past 18 years, Tom has worked in the automotive manufacturing sector. During the 2008 economic downturn, he gained invaluable experience in maintaining business strength and stability through the development of strong cost modelling, process efficiencies, cost reduction strategies, and policy development. Tom has a proven track record in building a strong organization or business through solid corporate governance both administratively and financially, controls to mitigate corporate risk, and through long term strategic planning.

Tom is a graduate of Wilfrid Laurier University with a BA in Economics and Diploma in Business Administration. Community involvement is very important to him and he currently sits on the Audit and Finance Committee of Headwaters Hospital, as well as the Board of Directors of the Alliston Curling Club. In the recent past he has also sat on the Dufferin County Board of Trade and the Shelburne Economic Development Committee.

Based out of the Alliston area, Tom Cunningham services Barrie and the surrounding areas.

Education

  • Wilfrid Laurier University, Diploma in Business Administration
  • Wilfrid Laurier University, Bachelor of Arts (Economics)

Volunteer/Community Involvement

  • Headwaters Health Care Centre, Member of Audit and Finance Committee
  • Dufferin County Board of Trade, Past Board of Directors Member
  • Alliston Curling Club, Past Treasurer


Phil Martin

Phil Martin

CPA, CGA, ACC

Phil Martin has nearly 40 years’ experience in financial management, planning and advisory services. He has held leadership roles in organizations having a broad range of corporate structures, diverse operations and contrasting cultures.

In the past, Phil has been a senior leader in both publicly-held and privately-owned corporations in diverse operations including wireless technologies, manufacturing, distribution, construction and sports and entertainment. He has experience in mergers and acquisitions, preparing complex business plans and forecast models, and developing policies and procedures for internal controls. The majority of Phil’s experience is with SMEs working with a hands-on approach. He is skilled in managing daily and interval financial reporting cycles under IFRS, GAAP and ASPE accounting standards.

Most recently, Phil held the position of VP, Finance & Regulatory Compliance with an energy distribution and generation company regulated under authority of the Ontario Energy Board and Ministry of Energy. In addition to providing insight into various levels of government and their operating protocols and procedures, managing a highly regulated organization has given him a unique perspective on the challenges these entities face and the rules of engagement used in developing strategies, goals and objectives.

Phil’s combination of broad-based organizational experience, strategic initiatives and hands-on approach to financial management provides a unique set of tools and wide range of services to our clients.

Located in Port Perry, Phil Martin services the Eastern GTA and the Kawartha regions.

Education

  • Ryerson University, Business Degree

Volunteer/Community Involvement

  • Treasurer (various community groups)


Atul Swarup

CPA, CA

Atul Swarup is a CPA, CA with solid financial, IT, Human Resources and management experience.  Throughout his career he has gained knowledge in a variety of sectors including manufacturing, hi-tech and service.

Atul Swarup is known for his strong problem solving, planning and leadership skills as well as for being tenacious & goal-oriented. These traits have given him the ability to improve organizational effectiveness, as well as increase revenue & shareholder value. Prior to joining Part Time CFO Services, Atul worked for Dynacast Ltd., Nefab Inc. and Bryston Ltd. in Peterborough. In his previous roles, he was responsible for many aspects of the business including all financial duties as well as IT and HR.

Outside of work, Atul has volunteered with numerous community and charitable organizations.

Atul Swarup is currently servicing clients in the Peterborough, Durham and Northumberland regions.

Education

  • Queen’s University, Bachelor of Commerce

Volunteer/Community Involvement

  • Rotarian - 1994 to present –President of the Rotary Club of Peterborough 2012-‘13
  • Community Foundation of Greater Peterborough – Board Member & Treasurer – 2015 - 2019
  • Peterborough Resource Angels Network (Angel investment in start-up companies) – 2015 - present
  • Showplace Peterborough, Chair of Board 1997-99. Oversaw start-up of operations. Board member 1995-99
  • Peterborough Regional Health Centre - Board of Governor (Finance & MIS Steering committee) 1993-95
  • Peterborough Community Access Centre, Chair (2001) & Board member (1999-2001)
  • Fleming College – Foundation-Finance Committee member
  • Chamber of Commerce – Board member 2000-02
  • United Way – Campaign cabinet member 2006-08, volunteered previously in other areas
  • YWCA – Cabinet member of Crossroads women’s shelter capital campaign


David J. Bonn

MBA, BEng

David J. Bonn is a dynamic, analytical, and collaborative professional with extensive experience providing strategic advice and expertise in senior leadership roles. With over 15 years of progressively senior experience, most recently as a CFO for a regional manufacturing company in the Kawartha Lakes, David has gained a diverse skill set in finance, accounting & engineering. He has worked in a variety of industries such as government, global banking, renewable energy, commercial construction and manufacturing.

Some of David’s strengths include strategic planning, financial analysis, modelling and forecasting, budgeting, risk assessment, financial/technical/legal due diligence, process improvement, government relations, client engagement, corporate governance, reporting, and change management. David is an advanced user of ERP systems, as well as specialized software and applications specific to financial management, analytical research, and supply chain analysis.

In his spare time, David enjoys global travel, parenting twins, hockey, skiing, tennis and golf.

David J. Bonn services clients in the Peterborough, Durham and Northumberland regions.

Education

  • Smith School of Business, Queen’s University, Masters of Business Administration
  • Innovation Cluster, Bears Lair, Financial Modeling


Rick Godard

MBA, CPA, CGA, ACCA

Rick Godard is a seasoned, international CFO with 30 plus years’ experience including leading finance teams in Canada, United Kingdom, Barbados and the United states. He has worked in SMEs and large corporate environments including organizations undergoing large scale start up and transition. Over the years, his career focus has been on finance, operations and change management. Rick is looking to bring collaborative leadership and expertise to challenging financial and operational situations.

Rick’s extensive finance experience includes managing all aspects of multi-site financial teams and functions. He has been responsible for achieving substantial savings and strengthening control environments. Rick has extensive experience designing and implementing first-time critical elements of financial frameworks, and he was involved in establishing international subsidiaries and led the initial consolidation and audit of 45 international subsidiaries.

As a hands-on, collaborative change manager, Rick has lead and participated in finance, operations and broad business initiatives. He has extensive experience in systems implementation, including replacing a comprehensive management information system, as well as initial financial and management reporting systems for a number of start-up and fast growth organizations.

In his spare time, Rick enjoys travel and cottaging.

Residing in Toronto, Rick Godard services clients in the GTA.

Education

  • Laurentian University, Master of Business Administration
  • McMaster University, Bachelor of Commerce


Rob Clark

Rob Clark

CPA, CA, ICD.D

With over 30 years of experience as a CEO, COO, CFO and corporate director, Rob has achieved significant success in driving both sales and bottom line growth. Most recently, Rob was President and CEO of DLF Pickseed North America, a leader in cool season turfgrass and forage crop seed products with sales of approximately $325 million. He was responsible for all aspects of the business including sales, production, brand marketing, human resources, finance, IT and research and development. Rob was also a member of the global executive management Board in a business with over $1 billion in revenue.

As a senior executive, Rob’s experience includes family business, corporate governance policy and procedural development, shareholder and management succession planning, strategy/business plan development, mergers and acquisitions and financial restructuring. His leadership principles are grounded in being decisive, setting high ambitions, empowering employees and balancing the need for corporate discipline with the need for entrepreneurial spirit and initiative.

A common thread throughout Rob’s career is his passion and insistence on high standards in financial reporting and analysis, financial planning, internal controls – a condition precedent to building lender and shareholder confidence, and attracting the interest of strategic investors.

Rob is a proud Metis with voyageur ancestral roots. He has enjoyed extensive travel, including walking across Spain (Camino de Santiago) and England (Hadrian’s Wall). Other interests include improving upon a single digit golf handicap, music (guitar) and history.

Rob services our clients in the London, Ontario and surrounding areas.

 

Education

  • University of Toronto, Bachelor of Commerce
  • Rotman School of Business, Directors Education Program - ICD.D

Volunteer/Community Involvement

  • Canadian Canoe Museum (Board member and Audit Committee Chair)
  • Human Resource Professionals Association of Ontario (Board member and Audit Committee Chair)
  • Peterborough Symphony Orchestra (Board member and Audit Committee Chair)
  • Grand Theatre London (Board member)
  • Peterborough Golf and Country Club (Finance Committee member)


Kevin Roy

CPA

Kevin Roy is an accomplished financial leader with over 20 years of experience advising growing businesses and impacting long-term results. He possesses proven skills in strategic thinking, impactful analysis, and effective communication and is counted on to handle complex and unusual situations to achieve objectives.

Kevin is a board member and audit committee chair of Pharmala Biotech (CSE: MDMA). He served as the CFO of the FirstService Brands Division at FirstService Corporation (TSX, NASDAQ: FSV), where he was responsible for the overall financial management with a focus on performance, strategy, and executive-level reporting and communication. Kevin was previously Director of Corporate Development at FirstService Corporation and completed over 30 acquisitions globally valued at over $500 million. He started his career as an Audit and Corporate Finance Manager at PricewaterhouseCoopers.

Kevin holds a Bachelor of Commerce from the University of Windsor and is a CPA, CA (Ontario). He was also involved in his community as the Executive & Treasurer of Warren Park Hockey and a coach for house league and select teams.

Residing in Etobicoke, Kevin serves clients in the GTA and throughout the Golden Horseshoe area.

Education

  • University of Windsor, Bachelor of Commerce

Volunteer/Community Involvement

  • Warren Park Hockey, Executive and Treasurer
  • Warren Park Hockey, Coach


Helen Smith

CPA, CMA, CGMA

Helen Smith has 10 years financial management experience, working in both private and large, publicly listed organizations across Europe and North America.

As well as significant international experience, Helen brings substantial expertise in driving business growth, building and motivating high performing teams, ERP system implementation and process improvement.

Helen Smith graduated from the University of Cambridge in 2007 with a degree in Astrophysics and has since gone on to earn Chartered Management Accounting designations in both Canada and the United Kingdom.

In her spare time, Helen enjoys sailing and flying, and has been a qualified private pilot since 2014.

Education

  • Cambridge University Master of Arts, Astrophysics

Volunteer/Community Involvement

  • Fundraising and Business Development, SPARK Photo Festival
  • CPA Mentor
  • Member, Board of Directors, SPARK Photo Festival

Rick Miller has over 35 years of accounting, finance and treasury experience from various roles within multiple industries. With half of his career working in the banking industry, Rick has had positions lending to the real estate, energy, agricultural, manufacturing, retail and wholesale sectors. Rick also spent several years working with high-risk borrowers in the banks’ special loans group.

The other half of Rick’s career has been spent working as treasurer of two international energy companies and CFO of several smaller companies, two of which were publicly traded on the TSX. The CFO roles included all aspects of managing the finance function including financial reporting, forecasting, internal controls, credit risk and managing the accounting function.

Rick’s strengths include understanding all aspects of debt and equity raising, risk management, cash management, M&A transactions and international treasury and banking. Rick is also well versed in setting up accounting systems and processes, including internal control systems and public company reporting and regulatory filings.

Rick enjoys biking and skiing and spending time at the cottage. He lives in Toronto and services clients in the GTA.

Education

  • University of Western Ontario Master of Business Administration
  • Carleton University Bachelor of Commerce (Accounting/Finance majors)


Kylie McLellan

CPA, CA

Kylie McLellan has had a career that included roles as an external auditor and manager within the real estate management industry. Prior to joining Part Time CFO Services she worked for Venterra Realty Canada, a real estate management and investment company with properties based throughout the southern U.S. Within this role Kylie led the property accounting team, taking ownership of the property financial reporting, accounting process improvements and U.S. partnership taxes.

A graduate of Wilfrid Laurier University, Kylie McLellan holds a degree from the Bachelor of Business Administration program. She has also earned her Chartered Professional Accountant designation.

In her spare time, you can find Kylie stand-up paddle boarding, trying a yoga class or going for a walk with her cockapoo dog Hayley.

Education

  • Wilfrid Laurier University, Bachelor of Business Administration

Volunteer/Community Involvement

  • CPA Ontario Mentor
  • Peterborough Curling Club – Member
  • Big Brothers Big Sisters of Peterborough – Board Member
  • 100 Women of Peterborough – Member

Tim McLaren has over 16 years of financial management and operations leadership experience, working at a top tier consumer goods company.  He is known for his expertise of navigating ERP systems, development of KPI’s, and driving strong financial results.  Tim has extensive experience with financial transactions, processes and policies.

As Controller for two Quaker Oats manufacturing sites, Tim was the strategic business partner for the Operations teams and supporting functions.  He provided financial guidance and ownership for annual spending plans/budgets, decision support/analysis of financial opportunities and risks, monthly forecasting and reporting of site financials, financial lead for Collective Bargaining Agreements, and lead yearly reviews of financial controls.

Tim also spent over 4 years as a Production Manager, leading a team of supervisors and support staff to run 6 production lines with direct accountability for 80 hourly associates.  His team had ownership for Safety, Quality, Cost and Fulfillment.

Tim McLaren is a past board member with the Kawartha Haliburton Children’s Aid Society, in which he lead for two years as Chair of the Board.

In his spare time, Tim enjoys camping with his family, canoeing, and kayaking.

Education

  • Certified General Accountants of Ontario Program of Professional Studies, Completion to Level e
  • Sir Sanford Fleming College Business Administration, Accounting

Volunteer/Community Involvement

  • Kawartha-Haliburton Children’s Aid Society Chair, Board of Directors and Chair Stewardship/Quality Committee


Ziyad Sidawi

CPA, CMA

Ziyad Sidawi, a 2016 CPA graduate, had various accounting roles with State Street Canada and X20 Media prior to joining Part Time CFO Services.  Currently, he is working with multiple clients including The Canadian Canoe Museum where he assists with the new capital campaign. Ziyad understands the importance of meeting client deadlines and exceeding their expectations. He brings a passion for results and a work ethic second to none.

A Bachelor of Commerce graduate of Concordia University’s John Molson School of Business in 2013, Ziyad relocated to Ontario in 2014.

Amongst his peers and family, Ziyad Sidawi is known for his exceptional cooking abilities.  He also enjoys long distance running, travel, gardening and politics.

Education

  • Concordia University John Molson School of Business Bachelor's Degree, Accounting
  • Dawson College, Accounting and Management

Volunteer/Community Involvement

  • Five Counties Children’s Centre - Board Member
  • Cook’s School Day Care - Board member and Treasurer
  • "Men Who Cook" - Participant at annual Culinary competition to raise money Northumberland Sunrise Rotary Club

Kyle Paterson has over fifteen years of wide-ranging professional business experience including sales leadership, change management, and entrepreneurial pursuits, as well as roles within the non-profit sector. Before joining Part Time CFO Services, Kyle served as a director within a top-rated family-based property and casualty regional insurance brokerage. Kyle led various capacities within this role, including business expansion, change management, leadership facilitation, marketing, and culture. The brokerage was successfully acquired in mid-2022.

Kyle has served the community as a previous Board President of the Whitby Chamber of Commerce, Director with the Optimist Club of Brooklin, and has been a consistent business member with the Brooklin Downtown Development Steering Committee. Kyle is currently engaged in his MBA program in Business Innovation at the University of Fredericton.

Outside work, you will find Kyle hiking, playing various sports, reading, working through logic puzzles or – his most enjoyable – spending time with his family. Always desiring to grow and learn, Kyle is always open to a friendly challenge in most games, including chess and pickleball.

Education

  • University of Fredericton, Executive MBA (currently enrolled)
  • University of Windsor, Honours Economics and Business

Volunteer/Community Involvement

  • Whitby Chamber of Commerce, President
  • Brooklin Downtown Development Steering Committee, Business Member
  • Whitby Chamber of Commerce, Vice President
  • Brooklin Town Crier, Contributor
  • Optimist Club of Brooklin, Director and Member


Peter Wong

CPA, CGA

Peter Wong has over 30 years of financial management experience in a variety of industries including professional services, manufacturing, distribution and government funded organizations in public, private and not-for-profit corporations. Peter has specialized in projects including IPOs, mergers, and acquisitions, obtaining bank financing, cost control and driving efficiencies in operations. He has directed and overseen all finance functions including reporting, budgeting, accounts payable, accounts receivable, payroll and purchasing and has lead teams of up to thirty staff in finance departments.

Peter is a graduate of the University of Waterloo in 1987 and obtained his CGA designation in 1993, which later merged with CPA in 2014.

Located in Ajax, Peter enjoys spending time with family and friends, extensive world travel and golfing.

Education

  • University of Waterloo, Bachelor of Arts

Volunteer/Community Involvement

  • Simcoe Hall Settlement House
  • Feed the Need Durham
  • Whitby Ajax Garden Project
  • Daily Bread Food Bank Toronto

Anna Herring has over 10 years of professional accounting experience, including financial statement preparation, variance analysis, budgeting, forecasting, cash flow management, margin analysis, year-end and audit processing, high level management reporting, and oversight of accounts payable and receivables. She possess strong time-management and organizational skills and works with great attention to details.

During her time within the facility management industry, Anna managed and oversaw financial reporting for multiple organizations for a large financial infrastructure client. She also worked closely with finance leaders/executives and operations teams on a regular basis towards improving accounting processes and financial results. As an area manger within the communication industry, Anna oversaw multiple locations and analyzed financial reports on an executive level as well as monitored cash reports, ledgers and financial documentation.

In her spare time, Anna enjoys nature walks, exercising by doing lane swimming and downhill skiing. She is currently working on attaining her CPA designation.

Education

  • R.S.S. University, Master’s degree in Social Work Major

Volunteer/Community Involvement

  • Durham Continuing Education, Administrative Assistant/ Volunteer
  • Rivera Retirement Home, Administrative Assistant/ Volunteer

Meghan Patenaude achieved her CPA, CA in 2014 and has proven financial management experience in large natural resource operations in Western Canada at both the multi-divisional and corporate finance levels, as well as public sector health care and post-secondary education exposure in Ontario.

Before pursuing a background in business and accounting, Meghan graduated from the University of Alberta with a Bachelors of Education in 2008. She brings to her clients a passion for business process improvement and skillsets in technical finance/accounting, performance management and advanced learning strategies.

Meghan services our clients in the Durham Region, Northumberland County and Peterborough areas.

Education

  • Okanagan College, Pathway to Professional Accounting
  • University of Alberta, Bachelor of Education
  • CPA Mentor Training

Puvendra is an experienced analyst, who enjoys solving problems with the data driven solutions. He likes to help companies make informed business decisions and identify problems and take necessary actions, before they occur.

Puvendra received his master’s degree in Big Data Analytics from Trent University in 2020.

In his spare time, Puvendra enjoys jogging, learning new skills.

Education

  • Trent University, Master of Science in Applied Modelling and Quantitative Method
  • Mumbai University, Master of Management Studies-Finance

Leah obtained a Bachelor of Commerce degree from the University Of Ontario Institute of Technology where she gained a strong foundation in the core areas of business while building on key management skills. She achieved the role of Capstone Project Coordinator and a position on the President’s List in her last 4 semesters.

The majority of Leah’s experience since university has been in public accounting where she has gained exposure to compilation engagements, assurance engagements, personal and corporate tax, payroll and bookkeeping. Leah is currently pursuing her CPA designation to continue learning and expand her business knowledge.

In addition to working toward her CPA designation, Leah enjoys spending her spare time painting, hiking, bird watching, and amongst friends and family.

Education

  • University of Ontario Institute of Technology, Bachelor of Commerce (Honours)

Troy is a graduate of Ontario Tech University’s Honours Bachelors of Commerce program with a major in Accounting and a minor in Finance. He plans to continue to work on his studies towards his CPA designation.

Troy has previous work experience as an Accounts Receivable clerk in the summer of 2018 and he has also taken part in a volunteer tax clinic when he was in college.

Some of Troy’s hobbies include camping, hiking and fishing.

Troy began working with Part Time CFO Services as a Junior Accountant, summer intern, a position that was made possible with the help of the Canada Summer Jobs Grant for Youth.

Education

  • Ontario Tech University, Bachelor of Commerce, Accounting Major (3rd year)
  • Loyalist College, Accounting Diploma

Volunteer/Community Involvement

  • Loyalist College Tax Clinic
  • Castleton Sports Club

Marcus is a graduate of Ontario Tech University’s Bachelor of Commerce program with a major in Accounting. He is currently working towards obtaining his CPA designation.

In his previous work experience, Marcus has worked at the Canada Revenue Agency as a Non-Filler Officer, in tax compliance and filing. He has also previously partnered with the government CVITP program to provide a tax clinic to his fellow students at his University. Marcus has been involved with the Ontario Tech Accounting Association and had worked as a teaching assistant.

In his spare time, Marcus enjoys biking, jogging, working on cars, and technology.

 

*This position was made possible in part by the Canada Summer Jobs Grant 2020

Education

  • Ontario Tech University, Bachelor of Commerce, Accounting Major

Volunteer/Community Involvement

  • Community Volunteer Income Tax Program - Coordinator
  • Free the Children - Organizer

Mitchell is a recent graduate of McMaster University’s Bachelor of Commerce program. Along with the required commerce courses, he studied additional accounting courses, economics, and sociology to accompany his major. Mitchell plans to further pursue his CPA designation.

Through his work during his three Co-Op placements with Part Time CFO Services, Mitchell has been exposed to a wide range of business models, some that are innovative and aimed towards the future and ones that are more traditional. In addition, he has been able to gain valuable experience in many different organizations such as charities, not-for-profits and, for-profit businesses.

In his spare time, Mitchell enjoys playing a variety of sports from soccer to hockey, camping and paddle boarding.

Education

  • McMaster University Bachelor of Commerce

James is a recent graduate of Trent University with a Bachelor of Business Administration degree specializing in accounting. He is currently working towards obtaining his CPA designation.

During his time at Trent, James worked with the Trent Accounting Society to aid students in lower years with their accounting studies. James is very passionate about maintaining his physical health and staying active and was a member of the Trent Men’s Varsity Rugby Team during his four years of studies. In his final season he played in the OUA bronze medal game against Brock University.

James began working with Part Time CFO Services in 2020 as a Junior Accountant – summer intern, which lead to a full-time role upon graduation. James currently serves clients in and around the Peterborough and Northumberland County region.

In his spare time, James partakes in working out, playing golf, and investing.

 

Education

  • Trent University, Bachelor of Business Administration, Specialization in Accounting

Arden Pilkey obtained an Honours Bachelor of Health Science from University of Ottawa prior to returning to school and obtaining a Business – Accounting Diploma with Durham College. She is currently pursuing her CPA designation.

In her previous work experience, Arden was with small, independent investment dealers where she gained experience with full cycle accounting, payroll and variance analysis. Prior to graduation from Durham College she worked for a family-owned steel company where she performed job costing, invoicing and customer service.

In her spare time, Arden enjoys going for walks outside with her family, cooking and making family movies.

Education

  • Durham College, Diploma in Accounting
  • University of Ottawa, Bachelor of Health Science

Priyanka Sharma graduated with a Bachelor of Commerce from Laurentian University and acquired a Business Administration diploma in accounting through Humber College. Recently, she completed a postgraduate program certification in Project Management.

Priyanka started her career as a Junior Accountant in an owner-operated company. From there she progressed and moved on to work as Financial Analyst for Novatech Patio Doors Ontario. During her tenure at Novatech, she worked closely with the accounting team and CEO.

In her free time, Priyanka likes to paint, hike, and listen to music.

Priyanka services clients in the Greater Kitchener-Waterloo area.

Education

  • Laurentian University, Bachelor of Commerce
  • Humber College, Accounting and Information Technology Program
  • Humber College, Business Administration – Accounting

Alyssa is a graduate of the Algonquin College Business Accounting diploma. She is currently working towards completing her Bachelor of Commerce with a major in Accounting.

While completing school, Alyssa worked for Honda and experienced a large variety of accounting roles. Prior to her time at Honda, she worked as an Assistant Manager for ON Route, managing a team and financial aspects of many quick service brands.

Alyssa plans to pursue her CPA designation upon completion of her degree.

In her spare time, Alyssa enjoys to cook and to explore the outdoors, hiking, camping and canoeing at many Ontario Parks. In addition to her camping trips, she is an avid traveller and loves to be with her puppies Ellie and Jake!

Education

  • Algonquin College, Business Administration - Accounting Diploma

A recent graduate of Trent University,  Muizz has completed his degree in Bachelors of Business Administration with an Accounting Specialization. He plans on continuing his studies and obtaining his CPA designation.

Previous to working at Part Time CFO Services LLP, Muizz was an accounting intern at Fidelity Bank Plc in Nigeria, in which his role was to provide support to accountants in the recording and preparation of financial statements.

At Trent University Muizz volunteered, on multiple occasions, with the Trent Durham Student Association to plan and host events. He was also an active member of the Post Secondary Ambassador Program for the CPA in which he actively engaged and networked with other CPA members.

In his spare time, Muizz enjoys playing a variety of sports such as soccer, football, and basketball. He also loves to travel and cook.

Education

  • Trent University, B.B.A. Accounting

Anton graduated with honours from McMaster University’s Bachelor of Commerce program. During his time at McMaster, Anton took an interest in accounting, as well as in economics and law. Anton also played for the McMaster Men’s Varsity Soccer team, earning awards as an Academic-All Canadian and OUA All-Star, in addition to being a Marauder Scholar. Anton plans to pursue a CPA designation.

Prior to university, Anton spent a few years as a professional soccer player in Croatia and Austria and is still actively involved in the sport playing in League1 Ontario and continuing to coach youth soccer while pursuing his coaching licenses.

Education

  • McMaster University, Bachelor of Commerce

Volunteer/Community Involvement

  • Member, Hamilton United Elite Soccer Club, Men’s League 1 Ontario

A graduate of Trent University, Athithan has completed his degree in Bachelors of Business Administration while fulfilling the requirements to enrol in the CPA program. He plans on continuing his studies and obtaining his CPA designation.

Before joining Part Time CFO, Athithan worked as an accounting associate at Trade-Mark Industrial Inc. In this role he had exposure working in the finance department where he assisted in month-end journal entries, bank reconciliation and more. He was also cross trained in various departments such as accounts payable and payroll.

In his free time, Athithan likes playing and watching sports as well as spending time with family and friends.

Education

  • Trent University, Bachelor of Business Administration

Danielle obtained a Bachelor of Science in Nursing from McMaster University before returning to McMaster and obtaining an Accounting Diploma. She is currently pursuing her CPA designation.

In her previous work experience, Danielle helped with the administration and bookkeeping for a family-owned IT consulting company. Danielle is actively involved in community service. While completing her diploma, she volunteered with the Community Volunteer Income Tax Program and is an active volunteer with Northumberland Fare Share Food Bank.

Danielle enjoys hiking with her family, gardening, and volunteering in her community in her spare time.

Education

  • McMaster University, Accounting Diploma
  • McMaster University, Bachelor of Science Nursing

Volunteer/Community Involvement

  • Northumberland Fare Share Food Bank, Board Treasurer
  • Community Volunteer Income Tax Program, Volunteer Tax Preparer

Kelsey Webster recently completed her third year of the Bachelor of Business Administration program with a specialization in accounting at Yorkville University. She plans to pursue her CPA designation upon graduation.

Kelsey has worked in the hospitality industry for over a decade, winning many awards for her exceptional customer service skills. During this time, she developed a passion for the financial aspects of the business world.

In her spare time, Kelsey loves spending time outdoors with her two small children, going for hikes, snowboarding, cooking or reading.

Education

  • Yorkville University, Bachelor's Degree in Business Administration, Accounting Specialization

Sage graduated from Ohio State University in 2020 with a Bachelor of Arts in Speech and Hearing Science. She has continued her studies by completing two Accounting certificate programs at York University’s School of Continuing Studies and plans to pursue her CPA designation.

At Ohio State, Sage was a member of the Varsity Women’s Lacrosse Team and now continues to share her passion for the game volunteering with the Kawartha Women’s Field Lacrosse Program as the U19 Assistant Coach. She enjoys spending her free time with friends and family and stays active through a variety of sports.

Sage started her journey with Part-Time CFO as a Junior Accountant – Intern, which led to a full-time position after her graduation from York University.

 

Education

  • Ohio State University, Bachelor of Arts
  • York University, School of Continuing Studies – Certificate in Accounting
  • York University, School of Continuing Studies – Certificate in Advanced Professional Accounting

Volunteer/Community Involvement

  • Kawartha Women’s Field Lacrosse Coach & Voluntee

Allison has completed 3 years of the Bachelors of Mathematics and Computer Science (Honours) program at University of Waterloo, as well as the Business Administration Accounting Diploma at Fleming College. She is currently completing her remaining Accounting courses at Trent University to attain a Bachelor of Business Administration degree with a specialization in Accounting.

Allison has two decades of valuable Business experience from co-owning and operating a manufacturing company in the US to working as Systems Administrator and Accounting Technician.

Allison is active in her spare time doing activities like volunteering with the Peterborough Hockey Association, navigating the Trent Severn and Georgian Bay waterways as boat captain, as well as investing in Rental property.

Education

  • Fleming College, Diploma in Accounting Management
  • University of Waterloo, Bachelor's Degree in Mathematics and Computer Science

Volunteer/Community Involvement

  • Peterborough Hockey Association

Eman Alatbash is a recent graduate of Collège Boréal in Sudbury where she earned her diploma in Business Administration – Accounting. Eman is a recipient of the Daughter for Life Scholarship with Collège Boréal. This scholarship is given to empower, with education, young woman and girls from the middle east.

While attending college, Eman was hired as a tutor in accounting and finance to help other students succeed. She was also a volunteer on the Community Volunteer Income Tax Program, helping members of the community with their income tax returns, and worked on a placement as an Accounting Clerk with the Canada Revenue Agency. Eman has been awarded Collège Boréal`s Excellence Scholarship, which is given to a student who has demonstrated perseverance and excellence while surmounting challenges throughout their studies.

Education

  • Collège Boréal, Business Administration - Accounting Dipoloma

Volunteer/Community Involvement

  • Collège Boréal, Community Volunteer Income Tax Program

Helen Ly recently completed her second year of a Bachelor of Business Administration program with a specialization in Accounting at Trent University.

Helen is a Director of Finance of the Trent Accounting Society and a member of the Board of Directors at Kawartha World Issues Center. Besides school and volunteering, she is also working at Trent Annual Yearbook as a Director of Design to create a yearbook full of beautiful memories for graduate students in 2022 and 2023.

Helen likes to spend time learning about nutrition and cooking at home. She also loves travelling to other countries and seeing landscapes from high views.

Education

  • Trent University, Bachelor of Business Administration

Volunteer/Community Involvement

  • Trent Accounting Society, Director of Finance
  • Kawartha World Issues Centre, Board of Directors Member

Jaired most recently finished his second year in the Bachelor of Commerce (Honours) program at Ontario Tech University, majoring in accounting and minoring in finance. After graduation, Jaired plans on pursuing his CPA designation. Currently, Jaired is both the VP of Finance for the Ontario Tech Accounting Association and Chief Financial Officer for Ontario Tech’s Business and IT Student Society.

In his spare time, Jaired enjoys learning more about investing, watching sports, and spending time with family.

Education

  • Ontario Tech University, Bachelor of Commerce (Honours)

Volunteer/Community Involvement

  • Ontario Tech Tax Clinic - CVITP Tax Clinic Volunteer
  • Oshawa Hawkeyes Junior Varsity Offensive-line Coach
  • Ontario tech Accounting Association – VP of Finance
  • Ontario Tech Business and IT Student Society – Chief Financial Officer

Sydney recently completed her first year of the Bachelor’s Degree in Business program with a specialization in Accounting at the University of Ottawa. After graduation, Sydney is considering pursuing her CPA designation.

At school, Sydney is completing her degree in the French Immersion Program where she completes half of her courses in French. She is looking forward to being a part of the French Immersion Mentors Program next year.

Throughout the years, Sydney has been a volunteer coach at Northumberland Breakers Volleyball for the girls’ teams. She enjoys spending her free time with friends and family and stays active through a variety of sports such as volleyball, soccer, skiing and running.

Education

  • University of Ottawa, Bachelor's Degree in Business

Ainsley Walton recently completed her third year at Trent University in the Bachelor of Business Administration program with a specialization in Accounting. She plans to pursue her CPA designation upon graduation.

With experience in both customer service and public accounting, Ainsley knows the importance of providing both skill and attention to client needs. She recently worked her first tax season where she learned a lot about tax planning and preparation of tax returns. Ainsley has had many learning opportunities and is excited to continually learn and grow.

When she is not working, Ainsley enjoys staying physically fit by lifting weights, hiking, biking and skiing. She loves the outdoors and enjoys spending summers camping or by the lake with friends and family.

Education

  • Trent University, Bachelor of Business Administration

Sarah is a Human Resources and Health and Safety consultant. She has held Human Resources roles in organizations in the manufacturing, non-profit, public services, warehouse distribution and health care fields in and around the Peterborough area.

In addition to her consulting business, Shedden HR Services, Sarah works part-time for a construction management company as their HR and Business Operations Coordinator. Sarah is a Certified Human Resources Leader (CHRL) with the Human Resources Professionals Association of Ontario.

When not working, Sarah enjoys travelling to new places, cooking meals for her friends and family and spending time with her husband and toddler.

Education

  • Memorial University, Bachelor of Arts , Major in Political Science, Minor in Law & Society

Volunteer/Community Involvement

  • Advisory Committee Member, Fleming Human Resources Program
  • Member, 100 Women Peterborough

Rasha is currently a fourth year student at York University, pursuing a Commerce degree with Specialized Honours in Human Resource Management. With years of general human resources exposure and academic experience, she is a well-trained business individual who strives towards excellence and efficiency.

Rasha’s experience includes an internship placement in the Human Resources department at Hikma Pharmaceuticals Co. There, she shadowed the head of the department and learned about the work environment. Additionally, Rasha has been working with various departments at York University for the past two years where she planned multi-step projects and hosted events that required using her leadership skills. Through these roles, Rasha was able to help her community and collaborate with colleagues in overcoming the challenges that COVID-19 brought on to students.

Education

  • York University, Bachelor of Commerce

Rose is a graduate of the Wilfrid Laurier University Bachelor of Business Administration program with a Marketing focus. She has worked in customer service for retail businesses and aftermarket distributors. Most recently, Rose has been involved in the print media industry, adding experience such as print editing, web content management, social media marketing, and graphic design to her portfolio.

Currently, Rose is an active volunteer as a reading tutor for Rebound Youth Services and participates in annual fundraising events for local organizations including Bike Up Northumberland (Northumberland Hills Hospital) and Coldest Night of the Year Walk (Greenwood Coalition – fighting homelessness). In her spare time, she enjoys a physical lifestyle that includes ice hockey, tennis, yoga and cycling.

Education

  • Wilfrid Laurier University Bachelor of Business Administration 1992

Volunteer/Community Involvement

  • Rebound Youth Services, Volunteer Tutor
  • Plainville Public School, School Council Chair

 

What inspires us

Our team brings tremendous experience, visionary thinking and a shared commitment to excellence, creativity and innovation to the day to day operation of the company.

Social and Community Impact

We value our connections to the community, supporting local charities, social programs, and sports teams. We also partner with local organizations providing assistance and advice to new entrepreneurs.

Our Team

At Part Time CFO Services LLP, we value social outings and activities that give team members a chance to learn about each other’s interests and strengths, developing relationships for future growth.

Our Clients

The relationships we build with our clients allows us to work collaboratively with them, becoming part of their team. Customer focus is a priority and we work with a sense of urgency, flexibility and adaptability to their individual needs.