- Computerized Bookkeeping - QuickBooks and Sage50
- Computerized Income Tax Service - Canadian and U.S.
- Tax Consulting
- Business Consulting - Start Ups and Business Expansion - Small to Medium sized
SUSAN M. Scholfield Grove Duncan, B. Math, CMA
Summary of Qualifications
30 Years of extensive experience in Accounting, Bookkeeping, Auditing, Tax Planning, Tax Preparation, and Financial Administration gained through both self-employed contracts, and as an employee for both private companies, and public C.A. Firms
• Maintained bookkeeping records through to Trail Balance including Accounts Receivable, Accounts Payable, Payroll, Financial Statements, & relevant Tax Returns.
• Maintained computerized accounting records with Quickbooks Pro, Sage 50 (Simply) Accounting, New Views, Business Vision, AS400, SAP.
• Generated & reviewed monthly, quarterly, and year end Financial Statements as well as Responsibility Reports.
• Prepared Personal and Corporate Tax Returns – Canadian and U.S. clients.
• Prepared yearly Audit and Budget Working Papers.
• Fluent with Microsoft office products including Word and Excel.
Education
Co-op Bachelor of Mathematics Degree, C.A. Option- University of Waterloo - 1982
C.M.A. Designation – Society of Management Accountants of Ontario - 1988
Relevant Skills and Experience
Accounting and Tax Experience
• Maintained computerized Accounting Systems with Simply Accounting, Quickbooks Pro, AccPac Plus, New Views, AS400, SAP
• Prepared daily cash deposits, cash position reports, and banking documentation
• Maintained accounts receivable, accounts payable, payroll bookkeeping systems
• Prepared Bank Reconciliations, Inventories, HST/GST, PST, QST, New York Sales Tax and Employee Deduction Reports
• Analyzed accounts, prepared journal entries, posted them to General Ledger
• Generated monthly and year end Financial Statements with Quickbooks Pro & Sage 50 (Simply) Pro and Premium Accounting
• Prepared computerized personal and corporate tax returns for Canadian clients and U.S. clients
Auditing Experience
• Conducted financial and comprehensive internal audits, financial external audits
• Interviewed, drew up system flowcharts and narrative descriptions
• Completed audit tests, and audit reports including audit recommendations and follow up
Financial Administration Experience
• Administered benefit, pension savings plans
• Completed Ontario Pension Commission Reports
• Prepared annual T4’s, T5’s, Worker Compensation billings, and statement of payroll
• Researched, evaluated, and implemented changes to company benefit plans.
Communication and People Skills
• Motivated, intelligent, well organized, versatile, responsible, leader and team player with good multi-tasking abilities
• Effective written and verbal communications skills.
• Detail oriented Big Picture person
• Good problem solving & trouble shooting skills
• Good memory
• Articulate
Contract Experience
Client businesses include:
• Web Hosting
• Computer Maintenance
• Construction Contracting
• Electrician
• Weld Training School, Welding
• Home/Office Renovation & Maintenance
• Cleaning
• Catering
• Trucking/Delivery
• Rentals
• Signs
• Contract Taxi Drivers
Employment History
Bookkeepeer Harvey Beam Excavating Stevensville, ON 2010- 2011
Accountant/Manager R. Glen Corbett, C.A. St.Catharines, ON 2002
Accountant John VanderVelde, C.A. Stoney Creek, ON 2001
Accountant Fantom Industries Welland, ON 2001
Accountant/Bookkeeper MBB Power Services St.Catharines, ON 1998-2000
Delivery Driver/Bookkeeper Swiss Chalet Niagara Falls, ON 1998
Bookkeeper/Tax Preparer CIS Tax Services Niagara Falls, ON 1997
Senior Accountant Casino Niagara Niagara Falls, ON 1996
Bookkeeper/Tax Preparer Allen Ballett, CA St. Catharines, ON 1996
Plant Accountant Ronal Canada Stevensville, ON 1995 - 1996
Bookkeeper Daimler Properties Ltd. Welland, ON 1994
Controller Thurston Machine Co. Port Colborne, ON 1992 - 1993
Controller Premier Fabricators Port Colborne, ON 1992 – 1993
Senior Accountant Colortron Photo Services Stoney Creek, ON 1991 – 1992
Internal Auditor Chedoke-McMaster Hospitals Hamilton, ON 1988 – 1990
Bookkeeper Conlin Engineering Ltd. Welland, ON 1987
Bookkeeper LiftLine Machinery Ltd Welland, ON 1984 – 1985
Tax Preparer Tax Time Services Oakville, ON 1984
Staff Accountant Beale and Chan, C.A. Toronto, ON 1982 – 1983
AWARDS
Society of Management Accountants of Ontario Chapter Award 1985
INTERESTS
Travelling, Driving, Meeting New People, Piano, Tennis, Walking, Jogging, Dogs & Cats
REFERENCES AVAILABLE UPON REQUEST
