Hi! I am Kirtida Lad, an individual with a passion for simplicity and efficiency – streamlining processes makes me happy. I truly believe in the transformative power of technology to simplify day-to-day accounting functions and financial reporting to help businesses spend less time on accounting and more time strategically planning.

I started my career at DMCL LLP, as a Senior Accountant, where I successfully obtained my Chartered Accountant Designation in 2012. Since then, I have worked with a variety of fast-growing private and publicly traded companies to help them with their back-office processes, everyday accounting and financial reporting needs.

START-UP ACCOUNTING SOLUTIONS

You’ve created a minimum viable product and are now hitting the ground running with your latest innovation. Accounting is the last thing on your mind, but it is foundational to the success and health of your business. I will help you set-up your cloud-based software, accounting processes, payroll services, banking solutions, management reports and much more.

Need help with day to day accounting? I’ve got you covered! We will work together to understand your needs, set-up systems to automate everyday processes and train a staff member to handle the day to day maintenance going forward.

VIRTUAL CFO SERVICES

Does your organization require additional financial leadership support? I provide part-time and flexible arrangement CFO virtual services.

Services include:
– Investor and stakeholder reporting
– Budget and variance analysis
– Treasury management
– Remote accounting team management
– Risk management and mitigation
– Coordinating due diligence process when raising funds

CLOUD-BASED ACCOUNTING PROCESS AUTOMATION

I will work with your current accounting team to create an automated accounting process, provide a list of recommendations for improvement and work with your team to implement the recommendations to bring your accounting into the new technology era. Say goodbye to manual cheques and paper invoices!

SPECIAL PROJECTS

Have a complex accounting project or does your team need a little additional support to meet a deadline? Reach out! I love to work with new teams and have an excellent track record for meeting a deadline.

Special projects include:
– Creation of consolidation workbook for new entities or clean-up of historical records
– Deconsolidation of newly acquired subsidiaries
– Budgeting for multiple divisions and product lines
– Cash forecast models