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

Frame

At Frame Properties, we build homes with heart and soul. Our homes are crafted to stand the test of time and enrich the lives of our homeowners and communities. Every detail, from the landscaping to the architecture, is designed to inspire curiosity and conversation. We believe a home should feel welcoming and contribute to something greater, paving the way for a better future. Welcome home.

Partner

The Growth Guide

The Growth Guide Newsletter (25,000 readers) 
The Growth Guide Podcast (220,000 downloads)

Conversations with authors, subject matter experts and millionaire mentors to help you: 

• Live Better 
• Achieve More 
• Be Financially Free

Podcast Host and Creator

MOSAIC Homes

Chief Financial Officer

Vice President of Finance

Urban Development Institute, Pacific Region

U40 Committee Member

Ledingham McAllister

Director of Finance and Administration

Wesgroup Properties and Wesgroup Capital

Wesgroup Properties and Wesgroup Capital - Director of Finance and Administration
 
Responsilities include:
 
Oversight of the accounting and finance division, including talent assessment, hiring, training, mentoring and coaching in excess of 10+ colleagues.
 
Financial reporting, cash modeling and forecasting, and treasury management for Wesgroup Capital, Wesgroup Properties development division, Wesgroup Properties asset management
 division, as well as private lending and equity investments. 

Oversight of Wesgroup’s information technology, including system architecture, users hardware and software, system analysis and selection, and IT policies and procedures.
 
Coordinating and managing Wesgroup’s insurance requirements across entities, divisions, and special events.
 
Specific highlights include:
 
Increased automation for Wesgroup Capital’s Net Asset Value calculations, reducing process time from 45+ days to less than 5 days.
 
Increased automation of daily and three year cash flow models, significantly reducing preparation time, as well as improving the accuracy of the information, which facilitated better decision making.
 
Introduction and creation of a Group consolidated financial statement, and a three year consolidated forecast with key debt and financing features, including forecast debt by category (land, construction, asset management) and financial institution.
 
Creation of formalized reporting and operating processes and procedures across multiple divisions, including senior management key performance indicators.
 
Significant reduction in audit costs, in excess of 50% for certain files, by working closely with our auditors, and increasing the quality of the audit packages and draft financial statements.
 
Responsible for leading the creation and implementation of a CA Training Office (CATO), designed to attract, train and retain highly talented individuals out of University, including marketing and promotion.

Director of Finance and Administration and Chief Compliance Officer

KPMG Canada

Provided audit and advisory services to privately owned businesses with a primary focus on
the manufacturing and high technology sectors, as well as not-for-profit organizations.

Responsibilities included:

Overseeing all aspects of the engagements from planning to completion, including scheduling, planning, client coordination, team monitoring and mentorship, managing the file review/completion and directly reporting to the Partner and Client.

Improving engagement recoveries and engagement quality through effective staff scheduling, planning, and client coordination.

While at KPMG, I also gained significant experience with regards to recruiting, training, evaluating, mentoring and managing people, in role as a “People Leader” in the office, with oversight and HR responsibilities for all staff below management.

Senior Manager

Sauder Industries

Managed the overall production of a facility with annual sales in excess of $10 million, and improved its financial and operational performance by focusing on human resources, machine automation and upgrading, as well as quality control.

Responsibilities and highlights included:

Preparation of the annual budget and analysis of monthly operational budget to actual variances, costs as a percentage of sales, and key performance indicators.

Overseeing strategic initiatives to ensure sustained and aggressive growth of the business by decreasing customer complaints through the introduction and improvement of quality control processes and fostering a customer-centric mentality; increasing production and staff utilization through improved scheduling; purchase of modernized equipment; and, upgrading of people to obtain “A” players.

Implementing a new production scheduling system (Excel to Access), which significantly reduced
scheduling times and increased efficiencies.

Oversight of all aspects of human resources, including hiring, training, evaluations, and the payroll process for 50 to 60 employees, depending on production capacities at any specific time.

Operations  Manager - Toronto, Ontario

KPMG Audit

KPMG Vancouver - Financial Institutions and Real Estate, and 
KPMG Bermuda - Alternative Investment and Banking Practice.

Senior Accountant

I simplify psychology, success and money by sharing advice from mentors, expert authors and my life. CFO | Creator | Investor| Entrepreneur

Clint Murphy is obsessed with Growth: Personal, professional and financial. 

After a 25-year career, including 8+ years at KPMG and 8+ years at a leading Vancouver Real Estate Development Firm, Clint started his own Real Estate Development Company with three great partners - Frame Properties. 

Daily, he creates content that reaches over a million people worldwide across Twitter (@IamClintMurphy), LinkedIn, Instagram and his Podcast and Newsletter - The Growth Guide. 
 
He is the host of the Growth Guide Podcast, where he talks to authors, subject matter experts and millionaire mentors to understand how successful people approach personal growth, Get Sh!t Done and become financially free.   
 
Each week, he shares the Growth Guide Newsletter which provides actionable ideas to help you: 

• Live Better 
• Achieve More  
• Be Financially Free 

Clint is a lifelong learner and growth fanatic who wants to help 1 billion people live better, achieve more and become financially free.

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The Battle

Ali Ladha

Clint Murphy

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