Steven Potts
Ayr,Canada
Summary
Detail-oriented accounting professional with experience in full-bookkeeping experience, including extensive Accounts Payable, and cross-functional general business experience. Proven ability in negotiation, problem-solving, and fostering productive relationships across diverse stakeholders.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Instructor
Conestoga College, School of Business
08.2023 - Current
- Core subjects – Accounting, Accounting Software, Bookkeeping, Payroll (NPI programs) and other related or combined courses.
- Delivered comprehensive instruction in Accounting and Accounting Software, fostering students' analytical skills in data interpretation and financial performance
- Instructional Designer:
- Designed and developed new courseware for various accounting software (e.g., Sage, QuickBooks, Xero), requiring in-depth analysis of business processes and data flow to ensure practical application
- Subject Matter Expert / Curriculum Guide:
- Provided information, mentoring and guidance for Accounting and Payroll, on industry best practices and interpreting complex data requirements for curriculum development. Guided curriculum on various accounting software, focusing on data validation and reporting functionalities.
Business Consultant: Accounting, Taxation, Trainer
Accounting-4-U
01.2006 - Current
- Provided business consulting services, analyzing financial data to advise on software, startups, staffing, and general accounting/bookkeeping needs, enabling clients to make informed decisions
- Managed full-cycle bookkeeping and tax preparation, including analyzing financial performance for small businesses and individuals to ensure compliance and identify optimization opportunities
- Train staff / students in accounting, payroll taxation, various software related to these discipline
- Facilitate for National Payroll Institute: Professional Development for members
- Design Curriculum for Accounting and Payroll courses
- Review and rate Accounting Textbooks
Faculty Head/Subject Matter Expert: Accounting, Business and Payroll studies
triOS College Business, Technology & Healthcare | Eastern College
01.2009 - 01.2024
- Led faculty teams, acting as Subject Matter Expert in Accounting, Business and Payroll, focusing on analytical approaches to business challenges and data-driven curriculum enhancements
- Instructor:
- Delivered comprehensive instruction in Accounting and Accounting Software, fostering students' analytical skills in data interpretation and financial performance
- Instructional Designer:
- Designed and implemented comprehensive courseware for Accounting and Business programs, involving strategic analysis of learning outcomes and collaboration with diverse stakeholders to ensure program effectiveness. Provided Quality Assurance by conducting performance reviews with faculty and management team responsible for core programs and suggesting improvements to college program offerings.
- Mentor:
- Mentored and onboarded new instructors, collaborating across departments to discuss curriculum, instructional methods, and policy, ensuring consistent standards and fostering a supportive, communicative environment
Tax and Payroll Specialist
ABCOF Business Services Inc.
01.1994 - 01.2006
- Delivered comprehensive accounting, tax, and consulting services, including analyzing financial data for clients to prepare payroll, GST/HST reports, and various tax returns.
- Implemented client accounting systems and provided training, requiring assessment of business needs and strategic problem-solving to optimize financial processes.
- Interacted with government agencies on behalf of clients, negotiating and resolving compliance issues related to incorporations, dissolutions, and WSIB.
Instructor
Loyalist College School of Business and Continuing Education
01.1998 - 01.2005
- Core subjects – Accounting, Accounting Software, Bookkeeping, MS Access, Entrepreneurship, Taxation in Canada
- Delivered comprehensive instruction in core subjects, fostering students' analytical skills in data interpretation and financial performance
- Instructional Designer:
- Designed and developed new courseware for various core subjects (e.g., Sage 50 – formerly Simply Accounting, MS Access, other courses), requiring in-depth analysis of business processes and data flow to ensure practical application
Education
Annual Certification - Payroll
National Payroll Institute
Toronto, ON01.2011
Diploma - Sales
Loyalist College of Applied Arts & Sciences
Belleville, ON01.1992
Diploma - Accounting
Loyalist College of Applied Arts & Sciences
Belleville, ON01.1986
Skills
- Provider of full-cycle bookkeeping, including analyzing financial performance for businesses to ensure CRA compliance and identify optimization opportunities in processes
- Installed software and completed upkeep, small business to ERP
- Interacted with government agencies on behalf of business, negotiating and resolving compliance issues related to CRA, Service Canada, WSIB
- Experienced in taxation and other agency compliance filing, HST, Payroll, WSIB, EHT
- Strong communication skills in negotiation, stakeholder management, mentoring, conflict resolution
- Instructional design and development for ongoing learning for employees and students
- Skilled facilitator/instructor to assist with on-going employee training
Languages
English
Native or Bilingual
Affiliations
National Payroll Institute
Certification
Xero Accounting Software, (annual renewal)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Company CultureCareer advancementHealthcare benefitsSoftware
Sage 300 ERP
Xero Accounting Software
QuickBooks Online
Sage 50
Microsoft Office Suite
Websites
Timeline
Instructor
Conestoga College, School of Business
08.2023 - Current
Faculty Head/Subject Matter Expert: Accounting, Business and Payroll studies
triOS College Business, Technology & Healthcare | Eastern College
01.2009 - 01.2024
Business Consultant: Accounting, Taxation, Trainer
Accounting-4-U
01.2006 - Current
Instructor
Loyalist College School of Business and Continuing Education
01.1998 - 01.2005
Tax and Payroll Specialist
ABCOF Business Services Inc.
01.1994 - 01.2006
Diploma - Sales
Loyalist College of Applied Arts & Sciences
Annual Certification - Payroll
National Payroll Institute
Diploma - Accounting
Loyalist College of Applied Arts & Sciences