Institute of Professional Bookkeepers of Canada
Board and Team
Louie Prosperi - Interim Executive Director
Louie Prosperi graduated in 1990 from York University with BAS, specializing in accounting. He has provided many facets of bookkeeping, accounting and consulting to his clients with over 21 years experience. Louie’s main focus in his six years in public accounting firms was to provide full cycle bookkeeping and tax and management services. Louie spent seven years as a Vice President of finance and was directly involved in all of the administrative and financial aspects of the company’s growth. During his tenure, the company grew exponentially from $800,000 annually to over six million dollars, with over one hundred employees.
In 2004 Louie formed Paall Corporation, which strategically aligned itself with experts in fields of finance, management and financial accounting and information technology. Louie has provided cost effective services to build, run and develop a businesses in today's market, from start-ups to growing and maintaining the entrepreneur and small business client.
Gordon Holley - President
Gordon Holley is an entrepreneur at heart. He’s worked as a CFO advising start-ups, as a law firm COO with strategic vision, and as a partner in a CA firm. While working in public practice in small, mid-size and "Big 4” CA firms, Gordon got a real insider's look at how bookkeeping affects both accountants and small business owners. In all his roles, he has demonstrated a keen eye for business opportunities.
Now, as President and CEO at Bookkeeping Express, he brings hard-won experience and insight from more than 20 years in accounting and financial services to his own bookkeeping franchise company. As a business owner, Gordon can now focus on the work he enjoys the most, like connecting with small business owners and accountants, and helping other bookkeepers grow their own successful bookkeeping businesses.
Gordon is a Chartered Accountant, a Certified Financial Planner, a Certified Professional Bookkeeper, a Certified QuickBooks ProAdvisor and a Simply Accounting Gold Certified Consultant. He is a member of the Institute of Professional Bookkeepers of Canada, the National Association of Certified Professional Bookkeepers (US) and the American Institute of Professional Bookkeepers (US). Gordon brings years of experience participating on non-profit, professional association boards, including the Vancouver Association of Legal Administrators and the Canadian Society for Marketing Professional Services.
Kathy Fike, CPB - Vice President
In 2008 I started EOM Bookkeeping Services after I participated in the entrepreneurial program at BCIT to help me develop and start my own bookkeeping business. For the past three decades focused my career in bookkeeping and financial management. I have extensive experience working with non-profit organizations, as well as with various types of private and public businesses. My extensive experiences provide me with a solid and diversified background which enables me to provide knowledge, efficiency and expertise to my clients.
The services that I provide vary from monthly bookkeeping services, to quarterly and annual reviews. As well as accounts payable and receivables, reconciliations of bank and credit cards, payroll, government remittances; financial statement preparation; budget preparation and analysis; setting up of company records in accounting software programs; consulting, annual income tax preparation and returns; working with accountants for audit reviews. I am proficient with the most up to date accounting software, management and home office set up.
I continue to upgrade my skills by actively taking professional courses and attend several conferences throughout the year in regards to accounting software programs, government rulings and income tax laws.
During the 2009 year I was IPBC’s Regional Developer for the lower mainland, in the past year I decided to take time away to develop and grow my own business, I am now happy to be back as the Regional Developer for the lower mainland. I look forward to helping our bookkeeping industry develop and expand our knowledge for our demanding careers, by sharing our experiences and by making a difference with fellow IPBC members’ business practices through education, support and networking.
I am happy to participate in raising the standards of bookkeeping, over the past two years I have cleaned up some very bad bookkeeping work provided by unskilled bookkeepers. I believe that the majority of bookkeepers are self employed individuals who operate a business from their homes; we need a solid strong network to support and help each other.
I feel very strongly about bookkeepers becoming accredited by taking the IPBC Exam, by having our designation behind our name helps to separate us from those bookkeepers that are just simply data entry clerks who now how to work with the accounting software programs. With having a designation I feel that business owners and designated accountants take us more seriously and are more willing to work with us.
Avis Michalovsky, CPB- Board Member
AM Management Services
Bookkeeping and Office Administration has been a part of my adult work life. As a young adult, I chose to follow in my father’s footsteps and graduated from NAIT in Engineering Technology. I learned, when I took a few years out to be an at home mom, the world had passed me by. Computers became a huge part of drafting and I lacked access to any training. I headed back to the familiar ‐ bookkeeping and office administration.
Since moving to Victoria in 1993, I have worked as a bookkeeper for accountants and in the private sector which led me to choose self-employment in 2004. Having become proficient with different software, I now feel quite at home in our computerized world. In 2008, Peter, my husband, and I formed AM Management Services Ltd. We provide bookkeeping and office administration to a number of small companies. We also provide a myriad of other services to meet the needs of our clients such as our maintenance and repair division ‐ which is a proven success with our clients in the co-op housing sector.
I never in my wildest dreams thought that I would be working for myself; have the caliber of skills that I have acquired and have an office that I enjoy. The flexibility I now enjoy is "priceless”.
I feel truly blessed and volunteer in the community ~ notably as the volunteer bookkeeper for Camp Pringle and a fundraiser for VWSAC. When not working, we are busy raising our seventeen year old grandson and babysitting our two year old granddaughter. I am passionate about quilting but it seems to be on the back-burner for the moment.
Jacqueline (Andriet) Bernal, CPB- Board Member
Jacqueline (Andriet) Bernal is a Certified Professional Bookkeeper (CPB), Certified QuickBooks Pro Advisor, and former Simply Accounting Certified Consultant, with a resume that includes over 25 years training and experience in a combination of accounting, marketing, and volunteerism. Her education has been ongoing and has fully complemented her work experience.
In 1989 she started a small marketing business to help pay her university tuition. The business grew rapidly and she soon quit school. She later closed the business, married, and had children. As a stay at home mom, she worked part-time, continued her university studies through Athabasca University, completed other courses, and took an active role as a volunteer in the non-profit sector. In 1998 she spoke at the national conference of the Canadian Council on Inner City Education on"Parental involvement and the importance of community building at the school level”.
Jacqueline believes that the duty of the Board of Directors is to, (as Jim Brown puts it in his book,The Imperfect Board Member), "direct and protect”.In order to provide direction, board members need to have their ears open to the wants and needs of the members they represent. In order to provide protection, board members need to insure adequate by-laws and policies are in place to guide the actions of its members and staff.
Jacqueline was a member of the Board of Directors of the IPBC in 2009 and the first Regional Developer in Edmonton. She is excited about the direction the organization is taking and looks forward to an exciting future with the IPBC and its members. Jacqueline’s website can be found at www.paperworkbegone.com
Peter Lindop,CPB - Board Member
Peter Lindop owns and operates Bartley-Hathaway Financial Services which offers bookkeeping services, tax preparation, accounting software training/support, and financial counseling in Cornwall, Ontario.
Peter has been in the financial services industry for over 40 years. After spending 30 years with TD Canada Trust, Peter left the Bank in 2003 to pursue other interests. In 2004 he joined Dundee Wealth Management as an Investment Advisor providing financial planning and investment advice to his clients. During this time Peter got an opportunity to take over a small bookkeeping and tax preparation business that he felt would nicely compliment his current practice. It soon became apparent to him that his real passion lied with the bookkeeping and tax side of the business. In 2005 he sold his investment book of business to a colleague and went into bookkeeping full time.
During Peter’s time with the bank his duties and responsibilities included branch administration, personal and business loans, branch manager and finally Account Manager with the TD Private Client Group in Ottawa. Peter earned the FICB (Fellow of the Institute of Canadian Bankers) designation which required the completion of various accounting and business management courses. In 1988 he earned the right to be licensed to sell mutual funds and in 2000 passed the CFP (Certified Financial Planner) qualification exam through The Canadian Institute of Financial Planning.
Peter became a member of the IPBC in May 2008 after reviewing the Mission Statement and goals of the Institute and knew this was an organization he wanted to support. In November of that year he wrote and passed the CPB exam and received my certification.
Peter is committed to see the objectives of the Institute brought to fruition especially in establishing a standard for bookkeepers, increasing the level of professionalism and ongoing education that will result in the CPB mark becoming the established standard for the bookkeeping industry.
Dianne Mueller, CPB -
Being one of the founders of the association back in 2007 and serving on the
original board until mid 2008, I am very proud of our growth to date. When I
signed the incorporation papers to start IPBC my vision for the institute was
for it to be a national association for professional bookkeepers to gain the
respect of both the general business owners that we serve and the other
accounting governing bodies within our industry.
While there is work still to do; we have come
a long way in achieving this goal. IPBC has quickly become an organization that
provides professional leadership, relevant education and customized tools to
over 800 bookkeepers in Canada. I believe IPBC must do more, to become the
recognized professional body that governs our profession.
Besides my goals for IPBC, I bring a wealth of
experience from working as a bookkeeper. I started Soma Small Business Solution
in 1997 as a part-time proprietorship while doing the books for my husband’s millwork
shop and then in the accounting department of a large national property
management company. From there, I gained more experience working in public
accounting practice. Six years later, in 2003 I took the plunge and went full
time in my own bookkeeping practice. I bet that sounds somewhat familiar to a
lot of you? I think I am the typical Canadian Bookkeeper.
I am a certified Sage Trainer and a gold level
certified Sage Simply Accounting Consultant. I received the Outstanding
Achievement Mentorship Award from Sage Simply Accounting in 2011 for giving
back to the profession thru the mentoring of new bookkeepers. I currently
volunteer at Small Business BC by conducting a monthly seminar to new
entrepreneurs "Your First Year in Business a Financial Overview”. At the
end of every seminar that I present, the new business owner leaves with an IPBC
brochure on the importance of hiring a professional bookkeeper in their new
business venture. The seminar uses video conference technology to reach other
outlying communities as well as those in attendance in Vancouver. I work every
day helping to spread the word about our IPBC to the general public.
I want to give
back by making a positive impact in the lives of you, the Canadian Bookkeeper.
I urge all members to get involved and help IPBC become the best bookkeeper’s
professional association in Canada, an organization run by bookkeepers for