Who We Are

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Michele Wong, CFA, CPB — Owner

 

After working for over 15 years in the investment industry, I decided it was time for a change.  Towards the latter part of that time, I had worked for smaller corporations, and I realized that I enjoyed this smaller company environment much more.  Not only was I able to learn about the business itself, but felt I could actually make a difference.  So I started my business in 2008 to help small to medium-sized businesses with their bookkeeping and financial analysis needs. 

 

My educational background includes a BA from the University of Western Ontario, focusing on Business, Accounting, Finance and Economics.  I am also a CFA (Chartered Financial Analyst).  Having my CFA gives me a unique advantage over other bookkeepers as I understand what the numbers in your books are telling you.  As a CFA, I am bound by the highest code of standards and conduct, and my clients can expect to be treated with the utmost ethics and integrity. 

 

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