katherine plante CPA

Biography

Katherine Plante, CPA is an experienced and fully qualified Chartered Professional Accountant practicing with a focus on the needs of small business and not-for-profits. The practice uses the most advanced technology to insure that we can meet the needs of our clients.

SUMMARY OF QUALIFICATIONS

  • Operated successful full-service accounting firm for 21 years, consisting of a personal tax service of 700+ clients, and services tailored to small businesses, namely; bookkeeping, corporate returns, consulting and audits of small non-profits
  • Successful at managing multiple assignments in a fast paced, high volume environment, and consistently meeting deadlines under pressure
  • Strong positive management skills including maintaining morale, quality assurance, training, mentoring and team focus
  • Extensive knowledge of accounting software and processes
  • Bilingual, French and English

EMPLOYMENT HISTORY

Sole Practitioner & Chartered Professional Accountant - Katherine Plante, CPA, CA, PAL
Orillia, Ontario | 1997 – Present

  • Operated accounting firm offering full services tailored to small business
  • Hired, trained and supervised up to 7 flexible part-time and full-time staff
  • Nominated for Orillia Business Leader Award in 2004

Financial and Administration Manager - Mnjikaning First Nation
Rama, Ontario | 1994 - 1996

  • Responsible for oversite of financial accounting of the Mnjikaning First Nation during the 18 months preceding the opening of Casino Rama
  • Implemented the first integrated computerized accounting software with accounts payable, accounts receivable and payroll modules converting from a “one write” Mcbee manual system.
  • Designed and implemented a new departmental chart of accounts to meet the oversite and reporting needs of over 30 programs funded by various government sources
  • Facilitated and implemented, in close collaboration, with all program heads, a first “budget” by department and program
  • Provided guidance, advice and training on accounting matters and ensured financial audit requirements

Chartered Accountant Designation
Institute of Chartered Accountants of Ontario
November 23, 1994

  • The Chartered Accountant designation was granted after passing all examinations and completion of internship.

Accountant
Villemaire, Belanger
Mont-Royal, Qc | 1991-1994

  • Junior and intermediate accountant assigned to audit teams that travelled extensively in Nunavut and Northern Quebec

EDUCATION

Bachelor of Business Administration (B.A.A)

École des hautes études commerciales, Université de Montréal | 1986 – 1991

 

What is a Chartered Accountant (CA)?

The CA designation required an undergraduate degree in accounting plus three years of training in a designated accounting firm. To receive final certification students were required to pass a very challenging three-day exam known as the Uniform Final Evaluation. The CA designation was and is highly recognized internationally.

 

Katherine Plante, CPA