On-demand finance management is a perfect fit for small and growing businesses looking to have timely business financial reports.
I'm the owner and got started in finance while managing Trigo Foods Ltd., a produce wholesale/distribution company that I founded in 2012.
Here I extended my business management skills. As an operator of a startup with limited funds, I had to create several systems and solutions that were both efficient and cost-effective.
I found a renewed interest in problem-solving and developed a passion for bookkeeping and cloud services. This firsthand experience and years of searching for creative and efficient solutions culminated with founding Coastal Ledgers Bookkeeping & Consulting.
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Coastal Ledgers Bookkeeping, been operating since October 2016
Some of my Professional QualificationsFinancial Modelling & Valuation Analyst (FMVA)
Corporate Finance Institute
2019
Online, Vancouver, CanadaCertified Professional Bookkeeper (CPB)
Certified Professional Bookkeepers of Canada
2017–2024
Victoria, British Columbia, CanadaFinancial Analysis Fundamentals
Corporate Finance Institute
2020
Online, Vancouver, CanadaMicrosoft Dynamics GP
Encore Business Solutions
(ERP system custom training)
2020
Online, CanadaWorking Effectively With Indigenous Peoples
Indigenous Corporate Training
2019
Victoria, British Columbia, CanadaQuickBooks Online
Pro Advisor Advanced Certification
2018
Online, CanadaHubdoc
Certified Bookkeeper
2017
Online, CanadaBasic Accounting Skills
Principles and Processes (PACS3168)
2013
Royal Roads University, British Columbia, Canada
with Bruno Trigo
Questionnaire to determine where you're at now
Preparation of finance management workflow
One hour meeting to discuss your requirements, best practices, and answer your questions
Applicable taxes, processing fees, and promo codes added at checkout