This page contains referrals to lawyers, bookkeepers, fundraisers and others.  The referrals all come from Cowperthwaite Mehta right now but in the future we hope you will submit your own referrals.  We only require that each contact be supported by a reference from at least two other contacts already on the site. The names of references will be listed with the related biography.

     
Susan Baxter Phone: 416-654-7556 Fax: 416-654-7556
  email: sbaxter@rogers.com
 
  • Bookkeeper and financial consultant with over 30 years experience in the childcare field as teacher, parent, board member, chair, supervisor, administrator, and bookkeeper.

  • Designated a Simply Accounting "Solution Provider".  Specializing in Simply Accounting - all versions.  Happy to set up new systems or solve problems with existing ones

  • Will do crisis management as well as long-term work

  • Has developed custom spreadsheets to help with everything from fee receipts to budget scenarios

  • Services offered include payroll & T4s, grant applications & utilizations, subsidy & internal budgets - all tailored to the client's needs

  • Has both a Montessori teaching diploma (A.M.I.) for ages 2 to 7, and a Journalism degree from Ryerson Polytechnic University
 
     
Sheila Berzitis Phone: 416-269-9231 Fax: 416-269-8114
  email: sberzitis@rogers.com
     
  • CMA with over 20 years experience in consulting, industry and public practice

  • Working with not-for-profit organizations including several child care centres since 1987

  • Certified QuickBooks consultant also familiar with M.Y.O.B. and Simply Accounting

  • Monthly services include: bookkeeping, payroll and financial reporting.

  • Prepare Children’s Services budgets, organizational operating budgets, Wage Subsidy Utilization forms, tax receipts, T4’s and annual non-profit and charity returns.  

  • Will advise, install and set-up accounting systems.
 
     
Karen Forrest Phone: 905-271-0590 Fax: 905-271-0402
  email: kforrest1@rogers.com
     
  • Certified Management Accountant (1983)

  • Twenty years in the small business field

  • Computer software consulting

  • Experience using ACCPAC, NewViews, Simply Accounting, QuickBooks, Quicken, Minicom, Caseware, Niakwa

  • Experience with both Macintosh and IBM compatibles

  • Corporate accounting, financial statements and income tax

  • Income tax preparation

  • Training organizations to do their own accounting

  • Preparing annual budgets for Metro and for Provincial funding bodies

 
     
     
Christina Rolston Phone: 905-478-4069 Fax: 905-478-4973
Cell phone: 416-896-5459 email: crolston@zing-net.ca
     
  • Fifteen years computer bookkeeping experience.

  • Knowledge of Simply Accounting (all versions and modules), AccPac Plus (general ledger, accounts receivable, accounts payable and reports modules) and MYOB.

  • Comfortable with both IBM and Macintosh computers.

  • Qualified installer for AccPac software.

  • Expert troubleshooter for all Simply Accounting problems.

  • Will work at your office or mine.

  • Clients include: Doctors, Lawyers, Travel Agent, Non-Profit, Daycare,
    Graphic Design, Construction, Rental Properties, Farming and Entertainment
    Industry.

  • References supplied within your industry group upon request.
 
     
Matthew Trauzzi Phone: 416-246-0597  
  email: mattbcconsultant@aol.com
     
  • 13 years bookkeeping experience in both the retail and not-for-profit sectors

  • Knowledge of Simply Accounting and Ceridian Payroll Software applications

  • Proficient in inventory and cash flow management

  • Experienced in Excel, needed for customized reports

  • Comfortable with manual bookkeeping applications, including payroll

  • Able to set up your books from the beginning, based on your requirements

  • Experienced in getting the books “back on track” after the absence of a bookkeeper

  • My home office is fully equipped to handle your needs or I can work on-site

  • References available upon request

 
     
Ian Werker Phone: 416-593-7552 Fax: 416-593-0668
  email: ian@werkerlaw.com
     
  • Practicing employment and labour law sincwe 1988.

  • Established own practice in 1994 and was a member of the Labour and Employment Law Department of Fraser Milner Casgrain for 5 1/2 years prior to that.

  • Specializing in advising and representing both employer and employee clients on a full range of employment-related legal issues

  • Regularly works with unionized and non-union not-for-profit employers including a number in the daycare field.

  • Leads seminars on topical issues in labour law and related areas.

  • He has published papers on the subject of trade secrets and confidential information in the employment context.