PROFESSIONAL ACCOUNTING & TAX SERVICES

Joan Burley

Beyond traditional accounting, financial statements and taxes, I am very strong in accounting operations and management accounting; bringing planning, analysis, process improvements skills to small and medium businesses, self-employed workers, independent contractors and consultants.

​I have had a successful career, having spent more than 20 years as a Controller and other Senior Financial Management roles across a variety of types of business operations, including distribution, services, manufacturing, sales marketing, product research and development. I am continuing my passion with my own business now, helping other individuals and organizations manage their bookkeeping, tax and accounting needs.

Entrepreneurial, with a background in start-ups, acquisitions, and small to medium size companies, I have always attached and identified closely with these types of ventures, and will ensure that I treat your business as if it were my own.

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I attained my CPA and CMA designation, (Certified Management Accountant- CPA, CMA) through studies at University of Toronto, and York University, and I have a 3-Year Diploma with an Accounting/Finance Major from Sheridan College.

 

I live with my husband in the beautiful village of Victoria Harbour. I have two grown sons, two young granddaughters, and love to explore the parks, waterfront, and outdoor activities that the Georgian Bay area offers.