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

R8RISK

R8RISK was developed to bring risk resiliency to the world by creating and providing a network and exchange to protect what matters most ensuring you and your business are protected from the potential consequences of loss.

We are building a platform/exchange in which we provide value-add solutions that facilitate the many facets and realms of your business to facilitate and reduce the risk of operations.

Our aim is to be a partner and help facilitate success and resiliency in your business and ventures in availing solutions that strenghten your business with Risk Management at the heart of it. We're working to incorporate and embed a supply chain of carriers, vendors, and other contractors to help speed risk placement, recovery time, and track expenses ensuring your risk capital remains protected and growing enabling greater degrees of protection without unnecessary intervention and uncertainty.

With appropriate Risk Management, an organization or individual can make better decisions and take actions to help build and improve their organization as well as rank its needs without the toll of unexpected losses and claims which can wipe out an individual or business.

Swiss Re

Handling professional liability (E&O) claims within our financial lines business. Includes complaints and actions in suit brought forth against financial advisors and insurance brokers. Responsibilities include full file management and analysis from inception to resolution of matter; including interpretation of coverage under insured and claimant insurance contracts.

Communication with multiple stakeholders involved throughout claims process. (insureds, claimants, counsel, carriers, brokers, third parties, etc.) Delegation of work as needed to various experts such as counsel, special investigators, appraisers, and independent adjusters.

Negotiation with involved parties to ensure satisfaction of all stakeholders. Nature of business and organizational objective place large emphasis on positive relationships with all stakeholders. Recognition of performance from specific wins.

Attendance at numerous industry and corporate events. As a result of extensive relationship based nature of the business, continue to grow a network of clients and partners, which help increase cooperation, collaboration, and partnerships in current and/or future concerns, as well as providing benefits to the organization.

Maintained role as relationship manager to panel counsel for several provinces to ensure communication of guidelines, and resolution to concerns that arise.

AVP, Claims Specialist

Citco Fund Services

Assumed responsibility for administration of two large funds, and assisted a third that would soon move to a competing administrator. 

Performed subscriptions, transfers, switches, and redemptions as instructed by clients of funds. This also included requests for information, statements, and financial transfers, if and as needed. Due to nature of the business, and due to significant financial amounts involved, quick response time and communication was maintained in order to uphold customer satisfaction, imperative in this line of work.

Worked on a brand new fund still accepting subscriptions, reviewed Offering Memorandum and created SOP’s and workflows to aid in administration of fund, speed of accessing information, as well as for any redundancy to ensure consistent and speedy service.

Investor Relations Specialist

Birkett Hassard Insurance Brokers

Responsible for managing and growing brokerage through the sale of personal, commercial, and farm insurance products with written premiums in excess of $785,000

Serviced VIP clientele to ensure premium service and products to meet diverse personal and business needs.

Provided leadership, technical support and management to staff and advised management on ways to improve business processes in order to increase efficiencies, customer satisfaction and company revenues. Further, led projects to improve efficacy for writing new business and servicing of clients, including overall operations and management of brokerage.

Created and worked on marketing campaigns to improve brand awareness and to engage consumers and the town to create social awareness, and improve corporate social responsiveness.

Performed major IT functions within brokerage including full revamp of office supporting new hardware and full conversion to new platforms for digitization of office. Major project involved virtualization of the brokerage by allowing remote access as well as digitization of hard files including future received files through updated SOP’s and procedures. Virtualization project led to greater employee engagement, access, and ultimately customer satisfaction.

Worked with carriers (insurance companies, MGA’s, etc.) to resolve business concerns that would be beneficial to all stakeholders, with a primary focus on consumers. 

Created a tracking tool for new business, allowing for more granular looks at data and growth. Tool was able to provide a sample size that reflected with high accuracy, the forecast of growth, and areas where growth would ideally come from as well as other measurement criteria which proved beneficial to the organization.

Personal & Commercial Manager

Aviva plc

Provided service for personal and group books of business for various brokers holding mutual service agreements with Aviva’s in house servicing company; OIS (Ontario Insurance Service).

Worked on efficiencies to allow change requests to be performed with greater ease and reduce chance of errors while ensuring and exceeding Service Level Agreements.

Created workflows allowing for increased productivity and efficiencies within the department and organization

Personal Lines Adviser

Intact Insurance

Managed and grew $1.1 million book of business with more than 1,000 VIP clients in personal lines products (auto, property, travel, and umbrella).

Belonged to a small dedicated team of three provincially licensed brokers managing group/VIP clients across Alberta. Role required providing service with attention to detail and to ensure highest client satisfaction in order to ensure least degree of attrition and maintain brokerage reputation amongst programs.

Assisted in development of marketing campaigns and engaged in social events to promote brokerage throughout Alberta.

Helped with large number of IT concerns, leading to increased productivity. Critical missing function from lack of in house IT department and from virtualized infrastructure many employees had trouble understanding.

Dealt with irate customers due to patience and my sincere understanding of their concerns. I was able keep individuals calm in times of great stress, while remaining confident and courteous throughout the resolution process. I also possess the ability to create unique solutions based on all available options to ultimately satisfy involved parties.

Canada Brokerlink: Group Account Manager

Quote and bound personal lines insurance products (auto, property, umbrella and travel insurance) while building customer loyalty and providing customer service to clients through assessment of insurance needs, subsequently advising on coverage most suitable for their needs.

Sought out gaps to cover voids in coverage, and to avoid possible errors & omissions while adding value to policies in force.

Created specific spreadsheets to track performance and seek efficiencies for improvement in sales results. This performance tracking exercise was supplemental to in house sales reports which were also reviewed to seek areas of improvement.

Grey Power Insurance Brokers: Sales Broker

TD Canada Trust

Agency representative acting as liaison between individuals (customers & branches) and collection agencies. Responsible to act as last line of resort for the permanent abandonment of debts.

Managed debts on verge of, and that had been written off bank books (automatic after 180 days). Coordinated debts through various phases (1-3) and DRS (Debt Recovery Sale), while manually re-assigning and/or abandoning partial or complete debt as warranted. Responsible ensuring satisfaction amongst all stakeholders, notably to uphold bank image. Worked on business cases, as abandonment of debt at higher thresholds required further case analysis work to ensure sound business decisions.

Worked and led a project to transfer data from legacy systems through consolidation of old information into new system by way of macros through limited use of VBA, and manipulation of spreadsheets from various databases. This project led to a successful outcome resulting in substantial cost and time savings.

Agency Representative (Account Recovery & Fraud Management)

YAM Communications

Role was to build business into a turnkey establishment that the owner could takeover with the least amount of difficulty.

Full setup of retail store including inventory purchasing, packaging and displaying of said inventory.

Setup and management of point of sale software, bar-coding of inventory, and acted as sales associate to create procedures that would allow for efficient transactions and transaction recording by associate that would be hired. 

Discussed and arranged for carrier agreements with providers including pursuant agreements including sales goals and growth targets for firm.

Business Consultant

Future Shop

Initiated sales with customers and determined their needs in order to align them with appropriate products, in turn reducing return rates and customer dissatisfaction. 

Compiled sales reports and determined what products the department (Communications) needed to focus on selling.

Operated Point of Sale system and processed sales with a primary focus on phone activations and the initiation of contracts through available providers. 

Discussed with sales managers (in-store and reps) on how to better sell their products with respect to promotions and product placement.

Product Expert

Motorola

Worked within the IT department as a systems administrator to resolve client (company employees) issues in a timely manner to allow for continued productivity; issues were attended to via a ticketing system.

Began a project to test and determine the efficacy of Virtual Machines within a corporate environment; which were in their infancy at the time. Deployments included Windows NT and Red Hat clients to be used as test clients at the time.

Created and managed spreadsheets and databases for asset tracking and inventory management. Received security clearances for high access areas to perform inventory counts and perform updates to tape backups.

As a result of having a high proficiency within Excel, colleagues would request help on Excel spreadsheets with respect to formula auditing, sheet consolidation and a myriad of other tasks.

Junior Systems Administrator

Ali Tarbhai, an accomplished business professional, holds a Bachelors of Commerce degree and boasts several notable designations, including The CIP, CRM, and ACS (LOMA). His expertise spans various domains, including business, information technology, finance, and the insurance industry. 

Delving into Ali’s strengths:

Risk Management:
Ali excels in assessing and mitigating risks. His strategic approach ensures optimal risk management for organizations.

Information Technology:
With a solid and tenured IT background, Ali navigates the digital landscape effortlessly. He leverages technology to drive efficiency and innovation.

Sales and Negotiation:
Ali’s persuasive skills and negotiation prowess contribute to successful sales and case outcomes. He knows how to close deals effectively.

Management and Strategy:
As a seasoned manager, Ali understands the intricacies of organizational dynamics. His strategic thinking shapes business direction.

Customer Service Focus:
Ali places a high premium on customer service. Building strong client relationships is at the core of his professional ethos.

Summarily, Ali Tarbhai brings a wealth of experience and a customer-centric mindset to every endeavor. Connect with him to explore collaborative opportunities! 🤝

Notable Competencies:
• Full stack engineer (self-taught)
• Cryptography
• Product
• Insurance
• Finance

taplio

The Battle

Ali Ladha

Ali Tarbhai, CIP, CRM

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