About
Certified Professional Bookkeeper & Tax Preparer
As a Certified Professional Bookkeeper, I stay up-to-date on changes in accounting and tax so you can rest assured that you and your business are in capable hands.
Empowering clients with timely, accurate financial information so they can focus on growing their business.
About Haley
I started on this journey in personal tax preparation and quickly moved into bookkeeping, corporate tax and financial statement preparation. In my early years as an accounting technician, I spent some time working in a boutique accounting firm, which exposed me to a wide array of clients. I discovered that I had an aptitude for explaining tax and accounting concepts in a way that was accessible to my clients so they could feel that they were a part of the process rather than blindly leaving their finances in our firm’s hands.
After several more years working in the accounting department of an advertising agency, I was encouraged to pursue my passion and build my own business.
Upstart Consulting was founded in 2016 to do just that—empower my clients to make smart moves for their business knowing all the facts about their financial situation and getting the most from their returns come tax season.
Programs I use & certifications:
“Working with Haley helped me see that I didn’t have to be afraid of taxes and her training allowed me to take control of my bookkeeping using QuickBooks Online. Now, tax season is a breeze because she can access my accounts and she keeps me up-to-date on what she needs each year. I wouldn’t work with anyone else.”
— Crystal Picard, Freelancer
How can I help?
BOOKKEEPING
PERSONAL TAX PREPARATION
CORPORATE TAX PREPARATION
Learn QuickBooks Online
I teach QuickBooks Online as a way to help small business owners who are just getting started learn what they need to stay on top of their bookkeeping.
Frequently Asked Questions
Are you certified?
Yes. The Certified Professional Bookkeeper designation through CPB Canada demonstrates that I have the experience and education necessary to obtain the designation and that I continue to uphold the standards to maintain the designation.
Currently, bookkeeping does not require a designation in Canada, therefore designation is completely voluntary. CPB Canada is working towards establishing professional standards for the industry so you as a client can trust that you have hired the right professional for the job.
Should I do all my bookkeeping and taxes in one place?
It depends on who you work with. Some bookkeepers do not have the experience or choose not to prepare tax returns, so make sure you choose a certified professional who is able to help you with all of your financial needs. I am able to do both bookkeeping and tax preparation for my clients looking to keep all of their financial information in one place.
Why do clients choose Upstart Consulting?
I bring a wealth of experience in dealing with small business and small business owners in a diverse array of fields spanning from marketing to the tech industry.
As a result, I have an understanding of their pain points and how to explain bookkeeping in a way that bridges the gap between knowledge and practice.
What programs do you use?
QuickBooks Online
QuickBooks Online Payroll
Sage50
TaxCycle
Sync.com
Do I need a local accountant?
No, you can work with a financial professional of your choosing from anywhere in Canada. I have secure methods to transfer your information online and am able to complete your tax preparation and bookkeeping from anywhere in the country.
What kind of clients do you work with?
I specialize in service-based industries, with a focus on marketing/advertising and tech-based clients, and an emphasis on female-led companies.
I teach QuickBooks Online to professionals in all industries.
Not sure if we would be a good fit? Contact me to find out.
