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

ACY Securities

•	A currency trader, also known as a foreign exchange trader or forex trader, is a person who trades currencies on the foreign exchange. Forex traders include professionals employed to trade for a financial firm or group of clients, but they also include amateur traders who trade for their own financial gain either as a hobby or to make a living.
•	Forex trading demands that you keep a close eye on constantly changing exchange rates in order to be successful. and by applying Technical analysis and analyzing the market and identify the entry and the exit points.
Currency Trading

Currency trading can be one of the most lucrative and fascinating small business ideas. If you are someone who is good with numbers, willing to work long hours, ready to take high risk, then this is the ideal business for you.

Forex Trader and IB 

TIOmarkets

Meeting or exceeding sales goal 
• Negotiating all contracts with a prospective
clients 
• determine pricing schedules for Kuotes, promotions, and negotiation •
Preparing weekly and monthly report • Giving sales presentations to a range of
prospective client
 • Coordinating sales efforts with a marketing program •
Understanding and promoting the company program • Obtaining deposits and
balance of payment from a client

Client onboarding officer

Traders Trust

•	Promote the Company's products and services mainly by phone, email, and social networks.
•	Train the clients how to use the company's trading systems and products and the platforms.
•	Handling new client leads daily, following up on potential clients, and effectively retain existing clients.
•	Develop strong relationships with prospective clients.
•	Keep up to date with the financial markets daily and the Technical analysis.
•	Follow the guidelines set by the compliance department.
•	Provide ongoing feedback to management.

Account Manager

Orbex

* Drive new account sales by demonstrating the benefits of the company’s products and services. 
• Introduce new client business to achieve or exceed monthly targets
• Convert leads into sales; ensure high quality interaction with potential clients
• Contact new and existing clients ensuring they receive the highest level of service
• Ensure an adequate communication system and clients satisfaction with regards to their needs and interests, providing sale representation
• Generating and retaining clients and following up on clients matters
• Client-related administration and account opening
• Assisting Compliance with the processing of Know-Your-Client documentation
• Identify business opportunities, potential clients and VIP customers and negotiate in order to create profitable account
• Ensure the success of marketing strategy objectives and goals

Junior Retention Agent

Columbia Restaurants

• Meetings and greeting customers, building strong relationships and taking orders, advising customers on choices, opening and closing, setting up, resolving complaints to achieve positive solutions for customers, communicating with host and bar staff to ensure continuity of service for customers

Student Employee

CFD's Account Manager, Signal provider and platforms supporter ( MT4, MT5, Ctrader ) , Customized indicators for MT4 , Skilled in Negotiation, Communication, Teamwork, Money Management, CFD's Forex and Stock Trading, Time Management and Corporate Finance.

taplio

The Battle

Ali Ladha

Mohammad Hamoud

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