Mark Holland, CA, CPA, President
I love numbers, people and business, and I am passionate about helping entrepreneurs design and create businesses that work so they get access to the life they always dreamed of. Most people who start a business want 3 things – (1) Freedom, (2) Financial Independence, and, (3) the satisfaction that comes from creating something they can be proud of.
ControllershipPLUS helps business owners by bringing impeccable integrity into their numbers so that they can trust them. We then bring systems to all aspects of their accounting functions and paper flows.
We coach them based on their numbers and unique, powerful reporting. (Most businesses have numbers that do not reflect the true picture of the business and decisions are made without knowing the full business impact).
On a personal note, I love riding motorcycles, travelling to Naxos Island in Greece every year, kayaking, hiking, and taking courses and reading books that have me continually grow as a person and as a business coach. My wife, Josanne and I travel to Africa every year helping a children’s home and Eco-Centre become self-sustaining. It is our greatest personal passion and purpose.
Chaitna Verma, Accounting Technician
You will not have to worry about reconciling your accounts, matching your receipts, tracking your expenses or categorizing them. Filing a return or a payment on your GST and paying your PST. I will do that for you.
I possess a diploma in accounting and certified payroll certificate. I have advanced computer skills along with the knowledge in different accounting software like Simply accounting, ACCPAC, Quick books, Ceridian, ADP Lightspeed. I excel in Microsoft office, along with being an amazing fast learner and a self-starter. My retail management experiences helped me be a strong leader and an expert in customer service.
I also have a small beautiful family with my husband Kanwal, and our beloved two children. I love to spend my free time with my family, reading novels, poetry, talking walks and socializing with friends.
Gabriel Perez, CPA, CA, Contract Controller
Gabriel Perez, CPA, CA is an accounting professional with over 14 years of experience in full-cycle accounting. He has excellent knowledge of financial reporting and has a solid technology, analytical, and problem solving skills. Gabriel’s professional career includes 5 years working in the U.S. so he understands the fundamentals of the American taxation system including U.S. Federal income and payroll taxes as well as State income and sales taxation issues.
Gabriel enjoys helping clients streamline their accounting systems and provide solutions to their day-to-day information and data processing. In addition, he has a proven track record in providing strategic advice and support to management.
On his spare time Gabriel enjoys spending time with his family doing outdoor activities such as biking in BC’s many trails during the summer and downhill skiing during the winter.
Josanne Holland, Client Services Manager
I have been leading workshops and Seminars in the area of business for the last 10 years. I am passionate about awesome customer service and helping Teams communicate effectively. In our Team Advisory Board we help our clients leverage their people to own the business Vision/Mission and produce greater results.
This is just one of many tools that we have developed to lay the foundation for structures that work – and increase the profitability of the companies we work with. When the finances give the certainty to focus on what business owners do best, running their own companies with the strong support of their team, the freedom can re-emerge that we went into business for in the first place. There is nothing more satisfying than seeing that fire shine in the eyes of an owner who was resigned about where things were headed.
Even when my husband and I go on vacation we look for indications of what businesses work and which ones don’t. Whether it is a fitness Club, a restaurant, a service provider, a hotel.
On a personal note, I love Greece, kayaking, hiking, sharing books and reading with my husband. And bringing friends with us to show them what companies work!
Tanya Lehmann, Accounting Technician
Tanya received her Business Diploma from Kwantlen University and graduated with her Bachelor of Commerce from Thompson Rivers University. Her previous positions as a Casino Manager and Marketing Director have given her extensive customer service experience and a thorough understanding of account management, billing and budgeting. Reliable, dedicated, and motivated; you know your deadlines will always be met!
Tanya has a passion for seeing the world and has travelled to over 30 countries. She also enjoys photography, acting and creative writing with one short story published. Tanya and her loving husband have two beautiful daughters and a very large and furry husky.
Lorrie Sipka, CPA, CGA, Contract Controller
As a Chartered Professional Accountant, Lorrie brings a high level of expertise, experience and knowledge to your small business. With twenty years of accounting and controllership experience in industry and accounting public practices, Lorrie is able to give her clients’ peace of mind that all their accounting needs are taken care, leaving business owners to focus on the management and growth of their business. Lorrie uses her no nonsense approach to explain the numbers and concepts in simple easy to understand non-accountant lingo.
In her spare time Lorrie enjoys travelling, gardening, reading, spending time with her family and her four pets and playing Words with Friends.
Rick Schultz, CPA, CGA, Contract Controller/CFO
Senior Finance executive with 20 years experience in small companies, large companies, private companies and public companies. Rick’s a CPA with a focus on decision support functions, from reporting and forecasting to coaching and change management. Most of his career has been in the Vancouver tech market, most notably with 8 years at Pivotal Corporation (now part of CDC Software), ultimately responsible for all internal and external reporting.
An avid technophile, Rick has published a website to teach Excel to accountants – www.xl4accountants.com.