Kathy Do, CPA

• Oversee accounting operations and financial reporting for a portfolio of clients, ensuring accuracy and timeliness in line with GAAP.
• Analyze company performance trends, providing strategic insight and actionable recommendations to improve profitability.
• Serve as the main point of contact for client owners, educating them on financial results and business implications.
• Conduct final review of financial statements, bank/credit card reconciliations, variance reports, and consolidated financials.
• Ensure compliance with all relevant regulations and coordinate with auditors for GST/PST/WCB/Payroll audits.
• Lead onboarding of new clients, facilitating a seamless transition into the firm.
• Schedule and facilitate weekly team meetings to review client issues and internal workflow enhancements.
• Mentor, coach, and conduct performance reviews for junior and senior accountants, using individualized development plans.
• Support year-end close processes including adjusting entries and corporate tax preparation, in coordination with external accountants.
• Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
• Facilitated the successful transition of 140+ clients from Sage to Microsoft Dynamics Great Plains, ensuring data integrity and minimal disruption.
• Trained new employees on the Microsoft Dynamics Great Plains system, ensuring smooth onboarding and consistent adoption of new processes.
• Designed and implemented daily-use reports using Jet Reports and Excel, enhancing visibility into key financial and operational metrics.
• Improved team productivity by developing automated reporting tools, saving hours of manual work each week.
• Streamlined reporting templates for consistency and professional presentation across departments.
• Reorganized the file folder directory structure, creating an intuitive and efficient system that improved accessibility and reduced time spent locating documents.
• Managed cross-functional communication between IT and the Accounting department, leading to process improvements that saved the company over $60,000 annually.

• Prepared monthly and quarterly financial statements, budgets, and variance analyses for multiple hospitality clients.
• Assisted with audit preparation, reconciliations, and year-end working papers.
• Worked closely with clients to clarify financial data, enhance understanding, and support decision-making.
• Provided mentorship to junior team members and reviewed their work for accuracy and completeness.
• Recommended best practices to improve efficiencies, reduce costs, and enhance client outcomes.
• Prepared monthly journal entries and reconciliations.
• Reconciled accounts and created documents for monthly closure procedures.
• Completed year-end closing processes with controllers and external auditors.
• Spearheaded a team of junior accountants, providing mentorship and guidance to improve efficiency and accuracy in their work.
• Reduced month-end closing time, meticulously organizing and reviewing ledger entries for consistency.

• Processed accounts payable by importing invoice data and ensuring timely, accurate payments to vendors.
• Reconciled vendor statements to resolve outstanding discrepancies.
• Managed bi-weekly payroll processing for over 400+ employees, including data import and issuing employee payments with precision and timeliness
• Prepared and posted bi-weekly payroll journal entries based on payroll system data.
• Conducted bi-weekly reconciliations of daily credit card, cash, and third-party deposits; flagged and communicated discrepancies to senior accounting staff.
• Supported preparation and submission of government filings (GST, PST, EHT, WCB, Corporate Tax), including reconciliations and timely remittances.
• Assisted with monthly bank and credit card reconciliations.
• Maintained accurate and organized supporting documentation for all financial transactions.

CPA Designation: Completion: 2023