Vertical CPA

www.verticalcpa.ca

We help Small Businesses solve all their bookkeeping, accounting, and tax problems.

Founder & CEO

Apple

Finance lead and advisor to the Canada Carrier sales channel

Structure demand generation programs, assess strategic initiatives, and business case development

Carrier Finance Route-to-Market Lead

BMO Capital Markets

Sector: Media & Telecom

Coverage: Rogers Communications (RCI-B.TO), BCE (BCE.TO), TELUS (T.TO), Shaw Communications (SJR-B.TO), Quebecor (QBR-B.TO), Cogeco (CCA.TO), Cineplex (CGX.TO), and others

Equity Research Associate

Macquarie Group

Sector: Oil & Gas 

Coverage: ARC Resources (ARX.TO), Crescent Point Energy (CPG.TO), Baytex Energy (BTE.TO), Peyto Exploration (PET.TO), Tourmaline Oil (TOU.TO), and others

Deloitte Canada

Financial Advisory - Valuations and Corporate Finance / M&A

Senior Associate

KPMG

Financial Institutions & Enterprise Audit

In 2021, during the height of the COVID 19 pandemic, I decided to leave a well-paying corporate job to start an accounting firm…

Why did I do something so crazy?

Before leaving my job, I learned that my dad who was working with his accountant of 5 years never filed his corporate tax returns. 

After doing some digging, we found out that although my dad paid his accountant every year, it was his accountant in fact who never submitted his tax returns. It wasn’t my dad’s fault – it was the accountant’s fault! 

Determined to fix this wrong, I helped my dad get his past-due tax returns filed. 

Soon after that, I learned that many of my friends who were business owners had a similar experience. Most accountants are smart but don’t take the time to (1) explain, (2) provide proactive advice, and (3) respond to their customers on time (in my dad’s case, nothing was done…)

We at Vertical CPA are determined to change this.

Most well-run corporations don’t accept mediocre service and it’s about time that small businesses are treated the same way

If you feel like you’re not getting the service you deserve from your accountant or bookkeeper, reach out to our team 

Get in touch today: info@verticalcpa.ca

Ali Ladha

Brian O'Connor (Fractional CMO)

Founder and President

The TalentHQ

We help you get the best talent in LatAm, in 53% the time.

Roles we place every week:
➟ Account Managers
➟ Customer Success
➟ Graphic Designers
➟ Project Managers
➟ Virtual Assistants
➟ Exec Assistants
➟ Data entry
➟ Sales

📞 Want talent?

Get in touch by:
Message me the word “talent” on LinkedIn
or
Book a free consultation call:
https://calendly.com/brianfoconnor/free-talent-consultation

Chat soon 👋

Founder, CEO

Outlier Growth

Join 14k+ subscribers to Outlier Growth. Every Thursday, you'll get 1 tip to grow your business with digital marketing and build a raving customer-base.

Founder

Monitor Deloitte

Senior Consultant, Growth Strategy

GE Capital Aviation Services (GECAS)

Research large aircraft debt market to determine where we could provide solutions to specific airlines to improve cash flow or reduce costs
Create debt and leasing models in Excel to understand client valuations of our bids
Support sales team by taking inbound aircraft lease inquiries and qualifying them for follow-up
Analyze data to help guide the sales team for potential opportunities and assist in deal analytics

Commercial Leadership Program - Sales

Developed research to uncover financing opportunities and estimate market attractiveness
Compiled comprehensive recommendations of key findings and strategies to execute
Developed streamlined quarterly P&L presentation for GECAS

Commercial Leadership Program - Strategy and Marketing

GE Capital

Performed competitor analysis, financial projections, brand research, and analyzed personal financial statements
Wrote credit analysis for approval of proposed franchise customer loan requests
Underwent traditional commercial credit training

Commercial Leadership Program - Underwriter

ALPFA Holy Cross Chapter

Oversee new member recruitment and lead all meetings and events
Coordinate executive board duties including marketing campaigns and budget management
Develop relationships with corporate sponsors

Developed reporting for in-store credit acquisition by selling floor associates
Created a process for tracking results in a store test for greeters
Completed analysis for sales incentive compensation
Collected hourly application data for 28 days across 1,062 stores and created a report to maximize store visit efficiency

Commercial Leadership Program Sales Intern

Sentinel Benefits & Financial Group

Research and analysis of competitors and potential acquisitions
Sentinel product and client analytics
Design and produce reports off Microsoft Dynamics, FRx, and SalesLogix

Financial Analyst Intern

Perfect Fuel Chocolate

Took charge of several marketing projects, developed social media promotions, and sold product at local events
Refined the company’s financial projection model which was used in raising capital
Created an order fulfillment process and operated/refined the Zoho CRM system
2013 asked by the CEO to assist in weekend sales presentations and demonstrations

Business Operations Intern

Follow me for digital marketing tips | Advised 100+ executives to grow their business | Ex-Deloitte | On a mission to give 1M business owners the growth tools they can't access today | CMO for $5M+ B2B businesses

TalentHQ gets you the best talent in Latin America. FAST.

We have a pool of 25,000 candidates ready to go.

Roles we place every week:
➟ Account Managers
➟ Customer Success
➟ Graphic Designers
➟ Project Managers
➟ Virtual Assistants
➟ Exec Assistants
➟ Data entry
➟ Sales
+ more

How?
I spent 6 years as a management consultant building systems for Fortune 500s.

We have those systems ready to copy/paste into your business.

Don’t know how to:
➟ Onboard?
➟ Manage?
➟ Motivate?
➟ Pay talent?
➟ Design their role?

We do all that for you.

We get you the best talent. And you get pain-free hiring.

FAST.

But don’t take my word for it.

Hear what our clients have to say 👇

“We sent an offer to that Webflow dev you sent us. Insane find. Incredible talent. 30% lower in monthly than we said.”
- Sam Preston, CEO of Service Scalers

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“I could NOT be happier with the 3 hires I made from you for Cashflowy. Those 3 ladies work brilliantly together and are SLAYING.

Time for the next hire. The bar is now SKY HIGH!”
- Heidi DeCoux, CEO of Cashflowy

---

“Great hire! She’s very communicative, on top of all her tasks and hungry to take on new work."
- Ross Beyeler, COO of Trellis

---

“From tip to tail, they walked us through everything we needed to do, quickly found two amazing candidates out of about five that we interviewed, I think less than two weeks.

They took us through the entire onboarding, helped us with training SOPs, getting the new employees set up. Can't recommend them enough. We'll be definitely using them in the future for any offshore talent needs.”
- Ryan Bishop, CEO of Rho Nutrition

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“TalentHQ helped me find my first international contractor and I literally could not recommend them enough. They were incredible to work with great people. 

They helped me with any little question I had about managing, onboarding, and maintaining this contractor and our relationship that we have.”
- Ethan Ferguson, CEO of Grotto Digital

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Ready to get the best of LatAm in your business, fast?

APPLY FOR A FREE CONSULTATION.

I’ll take a look at your systems, copy / paste our proven systems, and help you design the role to help your business skyrocket.

Systems include:
➟ SOPs
➟ Onboarding
➟ Task management
➟ Management frameworks

Oh btw.

If months later you find out that person isn’t a fit?

We’ll swap them out no questions asked (for free).

Apply here:
https://calendly.com/brianfoconnor/free-talent-consultation

P.S. Don’t need to hire and just want the systems consulting?

Click my featured section to book a consultation ($1,250)

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Ali Ladha

Brian O'Connor (Fractional CMO)

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