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• Building processes that allow for online preparation, review, sign-off and delivery of financial statements and tax returns to clients within our client management software
• Building PowerBI dashboards and reports within our client and jobs management software
• Developing best practices for virtual work
• Mapping existing processes and developing strategies for shifting those processes from people/paper-based to remote/digital format
• Converting existing in person paper-based processes to digital processes
• Implementing new accounting software into client files
• Developing best practices for tracking file status and management
• Converting Caseware files to a new format
Robert Helsley
Pagnanini Edwards Lam Chartered Professional Accountants
Business
Professional, scientific and technical services
The University of British Columbia
Business Strategy Internship
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