Resume - Andy Tong New

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Andy Tong

504 Egret Way, Nepean, ON. K2J 5V3


Home (613) 491-1072

Mobile (613) 986-7398


E-mail: [email protected]
_________________________________________________________

ADDITIONAL QUALIFICATIONS

· Fluency in English and Cantonese


· Strong analytical skills and able to make recommendations
· Strict attention to detail and accuracy
· Willing to learn new concepts, procedures, and technologies
· Enthusiastic, energetic, and resourceful
· Able to work in a fast paced environment with minimal supervision
· Knowledge of MS Word, MS Excel, Windows XP, MS PowerPoint, MS Access, and
Microsoft Outlook
· Knowledge of accounting software such as Caseware, Taxprep, Simply Accounting,
Great Plains Dynamics, MYOB, Quickbooks, AFP, Profile, and TERMS

Profile: An experienced accounting individual with over ten years working in


public accounting managing different types of corporations while maintaining a
strong working relationship with clients and responsibility of their corporate and
financial matters on a day to day basis.
WORKING EXPERIENCE

Accounting Technician (Full-time) (Feb. 2021 - May. 2021)

WGP Professional Corporation

Kemptville, Ontario

· Prepared financial statements for clients using Caseware


· Prepared adjusting journal entries using Caseware
· Entered client's trial balance using Caseware
· Prepared corporate tax returns (T2) using Profile software
· Prepared personal tax returns (T1) using Profile software
· Prepared bookkeeping for clients using Sage 50 software
· Contacted CRA to enquired about client questions

Intermediate Technician (Full-time) (Jan. 2020 - Oct. 2020)

BDO Canada LLP

Ottawa, Ontario

· Prepared financial statements for clients using Caseware


· Prepared adjusting journal entries using Caseware
· Prepared corporate tax returns (T2) using Taxprep software
· Prepared personal tax returns (T1) using Taxprep software
Bookkeeping & Tax Consultant (Full-time) (Feb. 2019 - Sep. 2019)

Ashton Tax

Ottawa, Ontario

· Prepared financial statements for clients using Caseware


· Prepared adjusting journal entries using Caseware
· Performed data entry for client's income and expenses using Caseware
· Prepared corporate tax returns (T2) using Profile software
· Prepared personal tax returns (T1) using Profile software
· Prepared Trusts and Estates returns (T3) using Profile software
· Prepared documents for clients in response to personal tax review by Canada Revenue
Agency

Staff Accountant (Full-time) (Nov. 2017 - Jan. 2019)

Connolly and Koshy Professional Corporation

Ottawa, Ontario

· Prepared financial statements for clients using Caseware


· Prepared adjusting journal entries using Caseware
· Performed data entry for client's income and expenses using Caseware
· Prepared corporate tax returns (T2) using Taxprep software
· Prepared personal tax returns (T1) using Taxprep software
· Prepared Trusts and Estates returns (T3) using Taxprep software
· Prepared documents for clients in response to personal tax review by Canada Revenue
Agency
Bookkeeper (Full-time) (Feb. 2016 – Apr. 2017)

Smart Living Canada Inc.

Ottawa, Ontario

· Entering and posting vendor's invoices according to item codes and projects in
Quickbooks software and Yardi Genesis.
· Processed payments to vendors using Quickbooks software and Yardi Genesis.
· Reconciled monthly vendor's accounts payable accounts using Quickbook software and
Yardi Genesis
· Collected rental income from tenants and property managers.
· Prepared deposit slips for rental income to be deposit into bank account in PDF.
· Prepared journal entries from rental income and other income for each rental property
from tenants using Quickbooks software.
· Assist in confirming rental income received is deposited into back account.
· Processed reimbursements on expenses paid by tenants using Quickbook software and
Yardi Genesis.
· Filing vendor's invoices and monthly bank statements.
· Enter monthly utility bills (gas, electricity, water & sewer, water heater, internet) in Excel
software.
· Preparing rent receipts for tenants using Word software.
· Co-ordinate with property managers to ensure utility bills are paid up-to-date.
· Contact utility companies regarding any dis-connections and arrange with tenants for

Junior Accountant (Contract) (July 2015 – Nov. 2015)

Takyan Consulting and Development Inc. (Re-brand to Smart Living Canada Inc.)

Ottawa, Ontario

· Entering and posting vendor's invoices according to item codes and projects in
Quickbooks software.
· Processed payments to vendors using Quickbooks software.
· Reconciled monthly vendor's accounts payable accounts using Quickbook software.
· Collected rental income from tenants and property managers.
· Prepared daily cash list for rental income using Excel software.
· Prepared deposit slips for rental income to be deposit into bank account in PDF.
· Prepared journal entries from rental income and other income for each rental property
from tenants using Quickbooks software.
· Assist in confirming rental income received is deposited into back account.
· Assist in preparing quarterly reports for rental properties to shareholders.
· Processed reimbursements on expenses paid by tenants using Quickbook software.
· Filing vendor's invoices and monthly bank statements.
· Updated rent roll for rental properties using Excel software.
· Called and follow up with rental payments with tenants.
· Coordinate repairs for rental properties with maintenance coordinator.

Accounting Consultant (Full-time) (Jan. 2003 – Oct. 2014)

Linus So Professional Corporation CPA, CA

North York, Ontario

· Experienced in full accounting cycles (journal entries, bank reconciliations, accounts


payable, accounts receivable, payroll, HST returns).
· Prepared personal tax returns and corporations tax returns.
· Prepared T3 Trust returns, Non-resident tax returns, and certificate of compliance for
non-residents.
· Assist in personal tax planning for taxpayers and initiated contact with Canada Revenue
Agency regarding corporations and personal tax queries.
· Used Profile software to file personal tax returns, corporation tax returns, T3 trust returns,
create T3, T4, T4A, T5 slips, and NR4 returns, and tax planners for individuals.
· Used Microsoft Excel to summarize corporation bank statements, created rental
schedules and supporting documents to financial statements.
· Used Microsoft Word to create letters send to CRA and engagement letters for clients.
· Used AFP software to enter journal entries, created financial statements, entered financial
figures provided by clients for corporations and transfer data to Profile software.
· Used MYOB software to enter data from bank statements for corporations and journal
entries to create balance sheet and profit & loss statements for trust returns.
· Used Quickbooks version 2012 software to make journal entries and entered data
provided by clients for corporations.
Office Administrator (Full-time) (Nov. 2000 – May 2001)
Marcus Evans Market Analysis
Toronto, Ontario

· Initiated purchase orders


· Maintained contact with Accounts Payable personnel (A/P) and Financial Director in
Chicago
· Responsible for Accounts Receivable (A/R) including overdue accounts
· Liaised with vendors about receiving and payment of products
· Monitored division’s budgets and input of G/L codes to purchase orders

EDUCATION

Accounting and Finance Diploma Program (Co-op option) (Sept. 2001 – Apr. 2003)
Seneca College (Newnham Campus)
North York, Ontario

Bachelor of Social Science (1997 – 2000)


Concentration Economics

University of Ottawa, Ontario

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