Huf McIntyre, CPA, Ca
Partner
Huf takes pride in being a client centered accountant, specializing in tax, advisory and accounting for private companies and their shareholders. He is a strong communicator and values his relationships with clients and colleagues. His experience includes personal and trust taxation, reorganization of companies, estate and succession planning, and sales and acquisitions of businesses and property.
Born and raised in Victoria, he is a Chartered Professional Accountant, originally receiving his Chartered Accountant designation in 2012. He completed CPA Canada’s In-Depth Tax Course in 2018 and enjoys staying current with the ever-changing tax laws. When he’s not crunching numbers, look for him on the golf course or running trails with his puppy Chile.
LINDA IVERSON, cpa, cga
PARTNER
A long-standing fixture in the Gibsons office, Linda has many years of experience focusing on general practice accounting & tax for small to medium sized businesses. She has many long-standing client relationships and always takes care of those seeking her advice. Linda is well known in the Gibsons community and is an excellent all-around problem solver.
Terris smith, CPA
PARTNER
Terris has been working in the accounting industry for over 10 years and has lots of experience working with small to medium sized businesses. Terris is a Chartered Professional Accountant and is currently enrolled in her last year of the In Depth Tax Program with CPABC.
Terris works out of our Victoria office and is specializing in tax, advisory and accounting for private companies and their shareholders. When she's not in the office you can find her walking her dog, Ronnie, or training for her next ameatur boxing bout!
LORI FOLEY, cpa, cga
PROFESSIONAL ACCOUNTANT
After more than 20 years in the construction industry and over 10 years as a CFO for a builder/developer in Ontario, Lori now focuses her career on accounting for small business owners. She excels at accounting and CRA compliance issues, and is great at taking on tough projects.
Rebecca Goundry, CPA
PROFESSIONAL accountant
Rebecca, a Chartered Professional Accountant (CPA), has been in the accounting field since 2015. She is based in Cochrane, Alberta and works fully remote from her home office. With her meticulous and conscientious approach, Rebecca has gained extensive experience in various accounting roles. When she’s not immersed in numbers in her home office, Rebecca enjoys the great outdoors. You’ll often find her camping, exploring, or experimenting with new recipes in the kitchen.
CATHERINE JONES
SEniOR staff accountant
Catherine has been working in the accounting industry for many years and knows how to solve all kinds of accounting problems. Her first foray into the field was in tax, but she has broadened her scope over time and has plenty of experience helping small businesses and their owners get sorted out and running smoothly both from an accounting and tax perspective. She's also knowledgeable about cloud accounting solutions, particularly Xero.
Shannon Wells
SENIOR staff accountant
Shannon has been working in the accounting industry for over 30 years and is extremely knowledgeable about all things accounting. She has a long history working in public accounting and when she’s not busy tackling new challenges with her no-nonsense attitude, she’s working from home while staying connected in Alberta.
Margaret Jang
staff accountant
Originally joining the team as a temporary co-op student in 2021 and with a background in the world of finance, Margaret first proved herself to be a talented and detailed-oriented bookkeeper who excels at almost every challenge. Recently, she has taken on an accounting role and continues to grow her experience and expertise.
MaRK WOOLSEY
STAFF Accountant
Mark is based in Victoria and previously worked in another accounting firm, managing clients on Quickbooks Online. He started in a bookkeeping role and has recently transitioned to an accounting role as he studies to obtain is Chartered Professional Accountant designation.
ASHLEY SERVICE
Client services coordinator
Ashley looks after our Sechelt office, and is the first person to do what needs to be done. Constantly working to make our lives and those of our clients better and more efficient, she’s a valuable part of our team.
MELANIE GIBB
Client services coordinator
Melanie looks after our Gibsons office. She is friendly, efficient, and always willing to tackle a new challenge. If you’ve called us to chat and hung up feeling like your queries were well taken care of, you’ve probably talked to Melanie!
Amanda Parkin
executive assistant & administrator
Amanda joined our team in 2021 as an executive assistant and excels at keeping the team organized. As part of the admin team, Amanda also helps keep our firm admin functions running smoothly.
ISABELLE LEMAY
bookkeeper
Working entirely remotely from her home office in Ontario since 2017, Isabelle is a whiz at all things cloud accounting and bookkeeping problem solving. She works primarily with Quickbooks Online and Xero, and is great at helping track down all of the missing pieces of any bookkeeping puzzle.
allison James, cpa, cga
Founder/advisor
Allison's practice has focused primarily on tax planning and strategic financial advisory services for businesses. She excels at business problem solving and strategic planning, and is a great person to call if you have a complex problem or if you're just not sure where to start when it comes to accounting and tax.
Her experience includes 20 years of accounting and bookkeeping work, including five years at a boutique North Vancouver firm where she was primarily responsible for tax & advisory projects. She has significant experience with accounting operations, corporate reorganizations, business sales & acquisitions, estate planning, and family trusts, for both small and medium size businesses and their owners. She founded this firm in 2017 and is not currently active in the day-to-day business.