Sandra’s formal accounting career began with the Ontario Ministry of Finance in tax audit and financial administration. From there, she moved to private practice where she has been for the past 30 years.
Sandra provides accounting and financial management services to a client list that includes over 1,000 active files. Her practice specializes in estate tax accounting and filing, and also provides accounting services, financial planning, personal and corporate tax preparation for individuals, estates, and small and medium-sized businesses.
In recent years, Sandra has developed additional services by drawing on her many years of professional experience.
As a court-qualified forensic accounting expert, she provides litigation support services to lawyers and their clients with financial matters involving small business and family law.
As a business consultant, Sandra’s primary focus has been to assist business owners with managing their businesses through periods of growth and transition. In the current environment of increasingly complex accounting processes, her practice can provide solutions and experienced staff resources. In preparing clients to meet tax, planning and reporting needs, she seeks to provide simple ways to meet complex challenges. Her recent development of a network of quality bookkeeping services is an example of her desire to seek the perfect fit for her clients’ needs.
Another recent service offering is in response to a number of estate tax changes that have made the executor’s job more complex. She has developed an approach to estate tax filing that is designed to take most of the burden away from the executor.
Sandra’s community involvement includes recent service on the Board of the Kingston Economic Development Corporation, where she worked with other community leaders to sustain and grow the economy of Kingston. She has also been involved with the boards of the Kingston District Chamber of Commerce, Junior Achievement of Kingston and the Estate Planning Council of Eastern Ontario.
In 2016, Sandra was named the Kingston Whig Standard Women in Business Cover Feature award winner. The feature article highlighted her interest in close, collaborative approaches among fellow professionals. In this way, Sandra’s own role, as a trusted advisor, is to constantly deliver better, more practical financial, legal and business planning services for her clients.