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

Folio3 Software

Consulting Manager NOAM

Senior ERP Consultant

Nuage 

ERP Consultant

Keystone Business Services, NetSuite Solution Provider

•	Work directly with client-side stakeholders to understand business challenges and design IT solutions that leverage NetSuite and other cloud technologies.

•	Develop business and technical specifications for integrations between NetSuite, Salesforce, and third party applications using the Jitterbit platform, as well as through NetSuite RESTlets and direct connectors.

•	Provide training and best practice insights to end-users, allowing for a smooth and efficient change management and onboarding process for clients.

Capgemini

•	Used previous experience with heavy NetSuite customizations to design and solution Warranty Claims and Reimbursements process to be used nationwide for a $20 Million implementation project. Solution design included creating custom records, fields, parent-child relationships with multiple records as well as generation of detailed script logic that will be used by the offshore development team to create Technical Design Documents and subsequent scripts. 

•	Guiding and directing defect resolution with offshore development team for deployment related activities on multiple environments. Working with SMEs and stakeholders to minimize processing time by effectively coordinating across multiple functional teams. 

•	Working with internal and external stakeholders to gather and document requirements for Store and Warehouse Order Management processes, allowing me to design efficient and low impact user workflows for this large department store retailing client. 

•	Acting as primary resource for majority of cutover activities between Sandbox and Production environments, managing master data for core NetSuite records while implementing NetSuite best practices throughout the cutover processes.

•	Assisting in the management of configuration logs to track NetSuite configuration changes across multiple sandboxes, ensuring that all functional design components have been correctly created and documented.

Senior Applications Consultant - NetSuite

Elim Solutions Inc, NetSuite Solution Provider

Netsuite Consultant

•	Work with client’s senior team and process owners during the requirements gathering phase to thoroughly understand existing business processes, draw process workflow diagrams and document requirements for NetSuite implementation projects.

•	Fully implemented NetSuite ERP and CRM modules along with full data migration of accounting, inventory, customer and vendor data from legacy systems. Developed custom financial and sales reports for clients, allowing senior management to efficiently make critical business decisions. 

•	Generated custom solutions using data relationship and process flow diagrams for web and CRM applications developed for Elim Solutions and customer accounts. 

•	Conduct Business Acceptance Testing for custom solutions developed in-house by generating business specific use cases, ensuring the solutions provided to clients fulfill their requirements and adhere to their internal business guidelines.

•	Develop User’s Guides and provide extensive training to End Users, allowing them to fully comprehend and utilize the functionality of implemented solutions.
•	Play a key role in the sales process by providing NetSuite demonstrations to senior management and other decision makers, highlighting functionality and cost-savings potential.

Business Analyst

Integra Health Centre

•	Developed new business model that minimized salaried costs and maximized revenues through hiring graduate students to conduct non-essential activities, leaving psychologists with more time for direct assessments which would help the Integra Foundation generate over $420K in revenues and $83K in profits the first year alone.

•	Increased profitability by over 25 percent by identifying numerous cost-saving opportunities in testing procedures and administrative tasks through financial analysis and examination of internal operations, psycho-educational assessment procedures and compensation models.

•	Developed a sustainable budget for Integra by conducting market research and competitor analysis to contrast the existing cost structure to that of successful clinics within the Greater Toronto Area.

Strategy Analyst - Co-op

Business Improvement Group, Inc.

•	Developed short and long-term growth forecasts for Business Improvement Group by conducting research on government funding availability, industry trends and competitor size and locations across Canada which were then presented to senior management including the CEO.

•	Saved thousands of dollars in training costs by creating a web portal for the training and certification of employees new to the Business Improvement Group through working with senior management and regulatory affairs. 

•	Improved profitability for clients that developed films, digital applications and web based material by creating, revising and submitting tax credit applications, allowing these organizations to maximize tax credits.

Tax Credit Consultant, Co-op

Sanofi Pasteur

•	As administrator, worked closely with the Finance team to manage Sanofi Pasteur's Electronic Inventory Write Off (E-Write Off) tool as well as to generate Write-Off Risk and Inventory Status reports for senior management.  Took advantage of proficiency in Microsoft Excel and automated report generation through macros, saving company time and resources for other projects.

•	Conducted an in-depth analysis identifying root causes of declining production performance metric through Green Belt 6-Sigma project. Developed and presented recommendations and an implementation plan which would improve the metric by 35% over twelve months.

•	Assisted Laval and Toronto site merger through development of a new shipping schedule which identified common customers and routes, allowing Sanofi Pasteur to save $500K on transportation costs annually.  

•	Designed Materials Management's website which acted as a company-wide communication portal. The website provided tools and reports for internal customers as well as training material for new employees in Materials Management.

Materials Management Analyst

ERP Certified NetSuite Consultant with a Masters in Business Administration and over 8 years of combined experience in business analysis, IT solutions implementations and systems administration.

taplio

The Battle

Ali Ladha

Hani M.

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