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

Marketplace Funding

A core component of my experience involves strategically implementing flexible payment options (monthly or quarterly) to overcome sales objections and drive revenue growth. I consistently promote the adoption of these solutions, highlighting the key advantages:

Client Benefits: Preservation of working capital by avoiding large initial outlays, potential tax benefits via OpEx classification, payment plans structured around specific financial cycles, and improved budget management through spread service costs.

Business Advantages: Immediate collection of full contract value, enhanced market competitiveness through adaptable terms, minimised financial risk by not directly funding deals, and enabling local teams to offer customer-centric terms while meeting internal financial targets.

My approach centres on leveraging commercial flexibility to create win-win scenarios for both clients and the organisation.

Business Development Manager

M8TRIX Pty Ltd

As a business owner and new business founder, I: 

- Identify unique and complex business challenges and solutions
- Cross-sell and upsell on-premise customers to SaaS 
- Ensure the roadmap and progress are aligned with the start-up vision
- Develop and maintain the Business Plan and enforce self-discipline to maintain
the originally set KPI’s
- Manage finance, BAS, PAYG, cashflow, P&L and Balance sheet
- building alliances and partnerships with other organisations
- Develop and Execute Marketing strategy
- Establish and maintain the growth of the business customer base
- Establish best practice policies and documentation for future staff
- Create all templates, including RFP, website content and design, email campaigns,
proposals

Director & Founder

NEXTGEN ANZ | Distribution Reinvented

NEXTGEN’s goal is to strengthen the Channel by streamlining the sales process for the end user and to ensure success for our Channel partners. At NEXTGEN we recognise that no two transactions are the same. We also recognise that no two Channel Partners are the same. As a result, we have identified a need in the market to help strengthen the Channel ecosystem by introducing value add consulting services to all companies. 

These services are a combination of in-house skills and JV's all white labeled through Optima. 

This service includes but is not limited to: independent software license compliance (audit) reviews of: Oracle, SAP, Infor, VMware and IBM to help create a blueprint of your footprint to help either eliminate shelfware or migrate the correct modules to the cloud.

Optima Business Manager 

As the SAP Business Unit Manager at NEXTGEN, I serve as the primary point of contact for the SAP channel ecosystem across the Australia and New Zealand (ANZ) region. My responsibilities encompass:

- Identifying and executing solution offerings, including software, hardware, and implementation as operational expenditure (OPEX).
- Engaging with partners throughout the entire lifecycle, which includes activation, recruitment, enablement, and enrichment.
- Leveraging NEXTGEN value-added services such as Resell Outsource, Marketing, Finance, and License Optimization.

I am passionate about adopting fresh and innovative approaches to business development, leadership, account management, and creating strategic business plans. My expertise is focused on disrupting the competition and building high-performance teams to foster new growth phases. Key areas of expertise include:

- Develop and execute go-to-market strategies encompassing inside sales, direct sales, and channel sales.
- Client management and development within complex operational environments.
- Commercial management of multi-million dollar transactions.
- Solution selling across various domains, including Applications, Customer Relationship Management (CRM), Supply Chain Management (SCM), Software as a Service (SaaS), Finance, Manufacturing, and the Public Sector.
- Structuring deals to engage both large enterprise and commercial organisations effectively.
- Building and managing high-performance operations teams.
- Coaching and mentoring internal and external teams, catering to individuals new to the field and experienced sellers.

SAP Business Unit Manager

Infor

I work as an overlay for APACJ sales teams predominately on SaaS deals from cradle to grave to ensure they are structured and positioned correctly to increase likelihood of a successful transaction. This process starts with determining target accounts, the account planning sessions and ultimately creation of a commercial executable contract.  

Daily responsibilities include but are not limited to: 

- Leading the team on advising and implementing Infor Business Policies into all APJ transactions 
 
- Involvement in all SaaS and Perpetual deals of $500 K or more to ensure they are formulated correctly and presented in completion to the customer 

- Responsibility for business policies, sales operations, business approvals, and best business practices for the software license in net new transactions, compliance and upgrades/trade ups. 

- Facilitated and participated in the reviewing of complex license and provided business recommendations directly to the office of the CEO

- Instilled operational processes, compliance, pricing, SaaS bundles and training methodologies, with complete responsibility for the operational efficiency and effectiveness

- Senior review and sign off of  deals/transactions/issues/business practices

- Review deals and advise on business practice issues, deal structures, risk balancing, revenue recognition, etc. 

- Our team was on the forefront of all business strategy and we typically are the first to see new issues, so we frequently serve as advisers regarding new company challenges, unique business issues, strategic directional change, etc.

- Liaise with multiple groups across the business to make final decisions on matters regarding all lines of business

- Creative thinking - working to build bigger deals, drive revenue in smart, sustainable ways, and constantly working towards enabling competitive advantage

APACJ Commercial and Deal Desk Manager

A self motivated, commercially astute, results driven, customer focused, team player who provides pre sale contract management advice to senior stakeholders including contract interpretation and dispute resolution support. Through this I am able to lower any potential risk and compliance issues to both the customer and Infor. I help identify different sales options and opportunities which benefit both the customer and Infor so there is an open collaborative beneficial relationship. 

I have hired and trained the Infor ANZ Deal Desk team to provide critical support to field sales in all aspects of the sales process including, but not limited to: contract research, contract creation, contract amendments, creation of price quotes, business approvals, liaise with order fulfilment, revenue recognition, legal and finance and enforce standard operating procedures across ANZ. 

Daily responsibilities include but are not limited to:

• Review contracts, proposals, and software licensing / usage terms;
• Provide guidance to the fields to strengthen deals, bid structure and mitigate risk exposures;
• Incorporate current policy of software revenue recognition;
• Advise key stakeholders with negotiation tactics for software licensing & maintenance support;
• Structure deals involving complex licensing terms and transitioning perpetual licenses to the Cloud;
• Review pricing strategy and provide guidance to preserve and / or enhance margins;
• Drive adherence to all defined corporate processes and policies for Software Solutions (Perpetual and Cloud) engagement;
• Drive consistent proper management of reviewed collateral;
• Train the fields and drive consistent adoption of Software Deal Desk processes, procedures, tools and templates;
• Deal/business analysis: Incorporate and advise sales of potential risks of the legal, financial and operational impacts and cost;
• Provide sound recommendations to software reps for more strategic decisions supported by relevant data.

APAC Business Practice & Deal Desk Manager

A self-motivated and enthusiastic Sales Account Manager with broad expertise in aspects of  financial management, recruitment and business management. Direct experience and success within IT&T software sales, Business Development and Account Management. 
 
Specialties: Solution sales, Account Management, strategic planning, FMS, business analysis and intelligence, negotiation, public speaking, as well as project and contract management.

Sales Account Manager - SunSystems

Michael Page International

Sales Consultant

Results-oriented and collaborative leader driving operational excellence and sales growth in technology and finance. At Marketplace Funding, I design and deliver innovative financial solutions, empowering clients to strengthen their market position.  Known for meticulous attention to detail and strategic thinking, I consistently exceed expectations, delivering impactful results for a diverse client base – from SMEs to major government entities and ASX-200.

I build strong customer relationships and proactively develop sustainable growth strategies, optimising cash flow and increasing working capital. This commitment extends beyond Marketplace Funding; as an Executive Board Member at Hawkesbury's Helping Hands, I leverage my leadership skills to deliver positive community impact. I build high-performing teams and thrive in collaborative environments.


taplio

The Battle

Ali Ladha

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