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About Us
Our vision is to provide a trusted team of expert, caring, financial advisors who lead individuals and companies in their growth of meaningful business. We specialize in assisting individuals and owner managed businesses. Since 1994, Susan Morrison has established herself in the market place as a leading advisor of choice known for knowledgeable and compassionate financial services.
Feedback from clients has indicated that they particularly value our personal service and attention to detail. We maintain high standards of excellence and integrity which ensure our clients receive faithful accounting and expert guidance in decision making for all of their financial needs.
Susan Morrison
Chartered Accountant
Susan Morrison is a Chartered and Licensed Public Accountant. Susan has been a proud member of the Canadian Institute of Chartered Accountants (CICA) and the Institute of Chartered Accountants of Ontario (ICAO) since 1991. After graduating from the Honours Bachelor of Business Administration program from Wilfrid Laurier University, she trained with BDO. Susan also enjoys membership with the Innisfil Chamber of Commerce, the Women’s Owner’s Network, and the Canadian Association of Farm Advisors (CAFA). She runs her accounting practice from her home office along with an amazing team. Below is a small bio of each dedicated employee;
Janet Koning
2000 - Present
Janet has been working with the practice since February of 2000. As office manager, Janet completes a variety of administrative tasks and has hands on experience regarding office procedures and efficiency. She also assists clients with bookkeeping and preparing personal and corporate tax returns.
Martha Dol
2006 - Present
Martha has been working with the practice since March of 2006. Martha is a Quickbooks advisor and is very effective at training clients in bookkeeping. She is also responsible for the preparation of personal and corporate tax returns.
Leanne Wideman
2006 – Present
Leanne has been working with the practice since February of 2006. Leanne keeps everyone organized while working in an administrative capacity and is likely the person you talk to when you call in. She also assists in the preparation of personal tax returns.
Paul Morrison
2010 – Present
Paul has been working with the practice since August 2010. Paul works in an internal accounting capacity and assists with the preparation of personal tax returns. Paul is currently a Laurentian University business student working towards his CA designation.
Cairney Press
2011
Cairney has joined the practice bringing extensive experience in assurance services. She assists our clients requiring review financial statements and not-for-profit audits. Cairney also assists with personal tax return preparation.