Executive summary
Jeff joined BDO in 2002 and is a Partner in BDO’s Assurance practice and has over 25+ years of professional experience providing audit, accounting and advisory services to privately-held and not-for-profit organizations. He has extensive experience serving growing companies as they scale their operations. His industry experience includes companies in the manufacturing, retail and consumer business, food and beverage, automotive and construction industries. Jeff is BDO’s Greater Toronto Area (GTA) Retail & Consumer Business Leader, where he oversees a group of GTA professionals who focus on serving businesses in food and beverage, retail, and other consumer businesses. Jeff is also BDO’s Toronto West office Manufacturing Leader.
Jeff has worked on a wide variety of engagements, including audits, review engagements, compilations, Canadian, US and international tax compliance, general tax planning, valuations, estate freezes, transfer pricing, SRED, IT consulting, business reorganizations, tax planning and due diligence related to mergers and acquisitions and transaction related specified audit procedures reports, working capital reports and opening and closing balance sheet audits. He works with the engagement team to serve the needs of clients, including scheduling, budget preparation, keeping management and teams up-to-date on important issues, planning, managing and monitoring the engagement team, and providing file and financial statement review. Many of Jeff’s clients have had private equity ownership and Jeff provides the planning and reporting information to these clients via meetings, conference calls and planning and final audit committee letters to ensure those charged with governance are actively involved in the audit process.
As Engagement Partner, Jeff will be your central point of contact ensuring you receive seamless and well-coordinated services. Jeff will assume ultimate responsibility and coordination of professional services and will set initial client expectations, establish a coordinated work plan, identify and address any potential issues prior to commencing year-end, work with management on accounting and related matters, review and discuss your satisfaction with our work and discuss changes in approach as necessary.
Professional affiliations
Chartered Professional Accountant of Canada (CPA)
Chartered Professional Accountant, Ontario (CPA Ontario)
Member, BDO Manufacturing Industry Group
Member, BDO Consumer Business Industry Group
Member, BDO Not-for-profit Industry Group
Professional designations and education
Chartered Professional Accountant (2012)
Chartered Accountant, Ontario (2006)
Bachelor of Administrative and Commercial Studies – Finance and Administration and Diploma in Accountancy, University of Western Ontario (2002)