Jane Kwan, CPA, CA
A dedicated, hands on, accounting professional with over 25 years of experience in accounting, tax, and financial reporting for privately held companies across a variety of industries. This includes 10+ years as a financial controller.
A collaborative team player with proven leadership abilities and strong communication skills. Adept at building and managing relationships at all organization levels, with a reputation for accuracy and integrity.
In 2012, Jane opened her accounting practice on a part time basis, while working a full time job as a corporate controller. By 2015, her business grew organically, through referrals, and she now focuses on providing fractional controller services to businesses and startups.
In addition, Jane has an interest in educating the younger generation on financial literacy. She published her first book "Personal Finance for Teens" in 2023, and released an accompanying workbook in the following year.
Our Services
All of our services are provided virtually using email, video conferencing, and cloud-based technology.
Fractional Controller
This service is suitable for a small business, startup, or growing business that has a bookkeeper or a small finance team, but you require a part-time finance professional to review your team's work, and provide reliable financial reports to management for strategic decision making.
A fractional controller is beneficial when you require the expertise of a finance leader to help grow your business, but at a fraction of the cost of hiring a full time controller or chief financial officer (CFO). Fractional controller services are flexible, you can scale the time depending on your needs, and can include the following:
- Preparation and analysis of monthly and annual financial statements
- Budget preparation, budget to actual variance analysis, and financial planning
- Cash flow management
- Key performance indicators (KPIs) and insight into the financial status of the business
- Guidance and support to your bookkeeper, finance team, and executive team
- Preparing working papers and managing external audits or reviews
- Implementing processes and procedures to improve the finance function, setting up internal controls, and reviewing areas where there can be cost savings
- Assist with Scientific Research & Experimental Development (SR&ED) claims
- Other financial reporting or ad hoc finance projects as required by the business
Bookkeeping
We provide bookkeeping support to help catchup or clean up books and records. This includes bank reconciliations, ensuring transactions are properly recorded, and sales tax compliance.
Main cloud based software used is Quickbooks Online (QBO).