Bree's Bookkeeping and Taxes

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Bookkeeping: https://bit.ly/3SpVTBx
Income Tax Preparation: https://bit.ly/45TBlEC
Accountants: https://bit.ly/3TKnZba

Meet Sierra:

As Office Administrator, Sierra is often one of the first friendly faces clients connect with. She enjoys building relationships with clients and helping ensure day-to-day operations run smoothly.

Sierra genuinely loves her work and the opportunity to support both clients and her team. When she’s not in the office, you’ll find her spending time with her children, camping, and enjoying the outdoors with family and friends.

Meet Ethan

Bookkeeping, Tax Preparation

Ethan originally worked briefly for Bree and Lisa in 2020 and rejoined the team in 2023 for one year before pursuing another career path. After a hiatus, he returned to the firm in 2026.

He recently completed a comprehensive QuickBooks training program and earned his bookkeeping certificate following several weeks of dedicated study. Ethan is eager to leverage his expanded experience as he resumes his role at the new location.

Outside of his professional responsibilities, Ethan enjoys watching movies, going for walks, spending time with family, friends and his amazing girlfriend, playing video games, and watching hockey. His other interests include thrifting and nerding out about many things.

Meet Anh

Bookkeeping

Anh is a Bookkeeper at Bree’s Bookkeeping and Taxes, where he manages accurate financial records, oversees accounts, and ensures strict compliance with accounting standards for a diverse portfolio of clients. He is known for his focused and meticulous approach, Anh prides himself on his sharp attention to detail and proactive communication, always ensuring his work meets and exceeds industry standards.

Anh brings a well-rounded educational background to his financial career, holding a Business Administration diploma from Loyalist College and a Bachelor of Human Resources Management from Athabasca University. Prior to transitioning into bookkeeping, he built a long and successful career in the healthcare field, a background that sharpened his strong analytical skills and dedication to helping others.

Outside of work, Anh loves spending time with his wife and their cat. He is an avid collector of vintage Pokémon cards, enjoys tending to his pet fish, and loves relaxing with good food while binge watching anime, horror movies, and suspenseful TV shows.

Good morning to our lovely clients. We hope you have a wonderful day!🔆

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Bree's Bookkeeping and Taxes

Questions to ask when interviewing a bookkeeper:

1. Can you tell me more about the scope of your services?

2. Are you implementing any tax strategies for your business clients?

3. What is your experience with online or virtual service-based businesses?

4. Would you describe yourself more as a generalist or a specialist? Can you explain why?

5. Will you be the one handling my books on a monthly basis, or will someone else manage my account? Who will be our primary point of contact?

6. Can you describe your experience and comfort level with online payment systems we are using?

Questions to Ask an Existing Bookkeeper:

1. Can you categorize my income more specifically by service or offer, rather than combining it into one lump sum?

2. Based on my history, do you have suggestions for how to budget for (insert goal - new hire, large purchase)?

3. What are my most obvious opportunities to save on taxes?

4. If my income goal is $$$, how many clients do I need to work with in the next 12 months?

5. Are my prices competitive compared to what you are seeing in the industry

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Amanda works as a Bookkeeper for Bree’s Bookkeeping and Taxes. She is responsible for data entry, maintaining financial records for the client’s business and preparing reports.

Amanda also processes payroll for our clients which includes tracking hours, WSIB payments, source deductions and ROEs. Amanda is a very detail orientated person who likes to be organized and genuinely cares about the quality of her work.

Amanda has a diploma from Algonquin College in Business-Accounting. Before working in this field, she worked extensively in the customer service industry both for corporations and for family-run businesses.

Outside of her work at Bree’s Bookkeeping and Taxes she works in a managerial role at an annual literary festival. In her down time, she likes to go for walks, read, play video games and spend time with her boyfriend and their cat.