Book your small business consultation with us today.

 

Great accountants and CPAs are key to survival.

And that’s exactly what we are. With knowledgeable CPAs and bookkeepers in Alberta (Calgary and Okotoks), the entire True North team is here to help make life easier for small business owners. Our team, combined with our streamlined process, helps you save precious time and money.

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Matt

Partner, CPA
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Curtis

Partner, CPA
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Dil

Partner, CPA
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Jenn

Client Manager
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Nikki

OFFICE ADMIN
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Kristi

ACCOUNTING MANAGER
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Barb

ACCOUNTING MANAGER
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Sean

SENIOR ACCOUNTANT, CPA
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Celine

SENIOR ACCOUNTANT
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Janine

ACCOUNTING ADVISOR
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Karalee

ACCOUNTING TECHNICIAN
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Simran

ACCOUNTING TECHNICIAN
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Steven

ACCOUNTING TECHNICIAN
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Courtney

BOOKKEEPER
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Jean-Benoit

BOOKKEEPER
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Matt

Partner, CPA

Meet Matt Peterson, expert CPA and dynamic business owner who can take your business to new heights. With over 20 years of experience in finance, accounting, and entrepreneurship, Matt is ready to provide you with the advice and guidance you need. From his time with PwC to starting True North Accounting in 2015, Matt has worked on billion-dollar deals and helped small business owners with bookkeeping, accounting, tax, strategy, and more. He’s grown True North from 4 to 24 people, all while navigating the ever-changing accounting profession.

But Matt’s not just a numbers guy - he’s also tech-savvy and is constantly learning and adapting to the latest trends. With a vast network of contacts in Calgary, he can help you find the right people that align with your values and vision to grow your business. If you’re a business owner looking for real, actionable help from someone who’s been in your shoes, Matt has the expertise and passion to help you succeed.

Curtis

Partner, CPA

Curtis connects with people naturally and enjoys building relationships with clients. He is always quick to respond and has a sincere desire to help people. He is a Chartered Professional Accountant (or CPA, formerly known as Chartered Accountant), and has a decade of experience in small business accounting and tax.

Curtis will fight the CRA for you, and work all night to make sure your deadlines are met. He’s patient and happy to explain things to clients several times, making sure no one leaves his office confused. (He’s known for coming up with ridiculous analogies to help.) He genuinely cares about your success and is here to work beside you every step of the way. Curtis is available anytime by phone or email to help you find solutions to problems, big or small.

Dil

Partner, CPA

When you first reach out to True North Accounting, the first person you may hear from is Dil – and he wouldn’t have it any other way. Dil is our Director of Business Development & Culture and he’s passionate about helping small businesses grow. He wants to ensure all of our clients have a positive experience when dealing with True North Accounting.

Dil obtained his CA/CPA with Deloitte and also spent time working as a Management Consultant. He uses that experience to help clients develop growth strategies for their own businesses. Dil received his Bachelors of Commerce Degree (with Honors) from the University of Alberta. In his spare time, he enjoys staying active by going on hikes and playing basketball.

Jenn

Client Manager

Jenn is True North’s most tenured office manager and is often the first point of contact with our clients on a day-to-day basis. She listens to problems and questions and helps to find the right solutions. Jenn believes that there is always a way to work around a problem. Whether it’s getting bank statements from a problematic bank or getting Xero set up and working for our clients, she tackles each obstacle with fervor. Jenn is a leader in making sure our clients understand and can navigate the various software that’s used in the accounting industry. She is an advocate for making sure things are easier for our clients to use efficiently and effectively.

Jenn has worked in diverse industries, but always in an administration role ensuring deadlines are met and efficiency is priority.

Jenn holds a technical diploma in Biological Sciences from Northern Alberta Institute of Technology. You will notice her love for plants when you stop by the Okotoks office.

Nikki

OFFICE ADMIN
Nikki is new to the accounting industry but not to an administrative role. After taking 8 years away from working to raise her children, Nikki is eager to learn and grow with the True North Accounting team. She has 4 years previous experience in the oil and gas industry. When Nikki is not working you will find her spending time with her family and friends. Nikki enjoys camping, baseball and traveling.

Kristi

ACCOUNTING MANAGER
Kristi is a born and raised Albertan. She grew up with an accountant for a father and has been doing data entry since she was a teen. She’s been passionate about bookkeeping and accounting work for 2 decades and is one of our most capable and practical problem solvers. With her keen attention to detail and desire to see people succeed, she is always willing to go above and beyond for her clients. She understands the unique and diverse economy that we have here and tries to keep up to date with the ever-evolving changes. Kristi has two wonderful children and has a great love for her city and province. She loves to spend her time in the mountains, exploring farmers markets, and finding adventures close to home. She’s also the first one to say good morning and is the most considerate when it comes to birthdays and special occasions, often dropping off delicious baked goods!

Barb

ACCOUNTING MANAGER

Bringing over 20 years of experience in Bookkeeping to True North Accounting, Barb enjoys working with a diverse range of clients and has a special talent for getting their books on track and keeping them there. With her focus on automation and modern integration with the latest in bookkeeping technology, Barb makes even the most daunting tasks a breeze.

Gaining an Accounting Diploma from Kwantlen University in Surrey, B.C., Barb has worked  independently running her own bookkeeping practice, as well as for several private and non-profit business in a variety of accounting roles. As a previous independent business owner, Barb understands the challenges that businesses face and brings a wealth of experience to maintain your books with the highest level of compliance and quality.

When she’s not busy with numbers, you’ll find Barb enjoying time with family and friends in nature: camping, hiking, and travelling to Mexico. 

Sean

SENIOR ACCOUNTANT, CPA

Sean is a born and raised Calgarian, passionate about helping small business owners find success. He earned his CPA designation in May 2021, shortly after joining True North. Sean graduated from the University of Calgary in 2018 and spent five years playing volleyball for the Dinos.

Sean enjoys breaking down complex accounting and tax topics into bite-sized pieces to make sure nothing is lost in translation. He has a great understanding of the quickly changing tax system, and will make sure your business never falls behind.

In his spare time, Sean enjoys watching & playing sports, spending time with his dog Kona as well as playing the guitar.

Celine

SENIOR ACCOUNTANT
Celine has been a core member of the team for over 10 years and is the one that keeps the entire office in line (ensuring we always meet our deadlines). It was her role with the Canadian Armed Forces that first brought her to Alberta from Quebec, and she still operates with precision and discipline in her everyday job.

Janine

ACCOUNTING ADVISOR

Janine is a powerhouse of positivity and expertise. With a background in public accounting, Janine has seen it all and knows how to find the good in every situation. She is particularly passionate about client education and Cloud Accounting software, always striving to stay up-to-date with the latest tools and technologies.  

But for Janine, it's not just about the numbers. Building trusted relationships with her clients is her top priority, and she knows that communication is key to any successful partnership. With 20 years of finance and accounting under her belt, Janine is a problem-solver at heart. She loves nothing more than rolling up her sleeves and tackling each challenge, one at a time.

Janine's ultimate goal is to help her clients grow their businesses with long-term financial goals in mind. She believes that every client is unique, and she takes the time to understand their vision and mission.

When she's not working hard for her clients, Janine is a devoted mom to two active children. You'll find them on the hockey rink, out on the baseball diamond, or living their best life in their swimsuits building towering sandcastles. Janine knows that life is all about balance, and she brings that same energy and enthusiasm to everything she does.

Karalee

ACCOUNTING TECHNICIAN

Karalee is an Accounting Technician who works with small business owners and entrepreneurs to alleviate any stresses regarding accounting, bookkeeping and taxes.

She believes in developing strong relationships with clients to understand their business and how the business relates to the client as an individual. She enjoys getting to share her caring spirit and helping the client know that she has their back.

Karalee has worked in many different industries over her work career but has enjoyed discovering her talents in public accounting and volunteering for animal sanctuaries & animal rescue groups.

She was at one time certified as a Payroll Manager (2003) with the Canadian Payroll Association, received her Animal Behavior Certification (2012), worked in Human Resources within a large corporate organization for 8 years, was professionally trained as a dog & cat groomer (1994).

Simran

ACCOUNTING TECHNICIAN
Simran joined True North in December 2022, as an Accounting Technician. She’s completed her undergraduate degree in Accounting from SAIT and is working towards pursuing her CPA. She has previous experience as an Accounting Technician from BC and Alberta as she works to help small businesses grow. In her spare time, you can find Simran outdoors, or travelling.

Steven

ACCOUNTING TECHNICIAN

Steven is an emerging, young and determined accounting professional. He recently obtained his undergrad in accounting and already has plenty of experience in small business bookkeeping. Steven is passionate about creating meaningful connections with all types of small business owners and is obsessed with making sure that clients leave feeling much more confident and relieved about their financial concerns. 

Steven has always found an interest in financial planning and is on his way to pursuing his CPA. Steven also loves to stay active and play sports; he is a huge hockey fan and is always eager to support his hometown team, the Calgary Flames.

Courtney

BOOKKEEPER

Courtney joined the True North team in September 2022 with previous experience in community pharmacy and customer service. She is currently finishing off her Business Administration Diploma and plans to continue to the Business Admin Bachelor and CPA.

Courtney was born and raised in Alberta and comes from a family of small business owners. While continuing her education and work experience, she hopes to learn how to help lessen the burden on small business owners.

Jean-Benoit

BOOKKEEPER

JB grew up on a small farm in Quebec where he developed a work ethic from a young age. After finishing a Diploma in Agricultural Business Management, he helped the family business. In 2007, he chose to explore the country and landed in Calgary. He brings a wealth of experience from various industries: Oil and gas, construction, renewable. JB understands both the owner and the accounting perspective. He will be more than happy to help you in both official languages with anything related to bookkeeping and small business.

In his free time, he enjoys the great outdoors and can be found in the Rockies, backpacking, hiking, skiing, fly fishing and exploring new locations. He is also an avid traveler and loves learning languages, reading.