|
|
THERESA KO, Chartered
Accountant |
Web
pages are best viewed with Netscape 2.x. or higher
MISSION STATEMENT
To provide professional, timely and personalized service at reasonable and competitive fees for individuals and businesses.
"I recognize that the success and growth of a public accounting practice is based on service. Each client is of special concern to me, and will receive individual attention."
"My practice is designed to serve professionals and owners of small
businesses. I understand that in the hectic schedule of a professional, there
is little or no time to deal with routine and long-term financial affairs. I
provide a sounding board for financial decisions as well as assist you in
managing your overall financial affairs."
SERVICES OFFERED
- Accounting
- Personal & Corporate Tax Planning
- Personal & Corporate Income Tax Return Preparation
- Personal Financial Planning
- Financial Statement Preparation
- Business Advice and Consulting
- Bookkeeping
- Payroll
Committed to serving you in all your personal and corporate financial needs.
- Free initial 1/2 hour consultation
- Reasonable, competitive fees
- Expert knowledge and experience
- Professional, timely and personalized service
- Comprehensive approach to financial management
PROFESSIONAL
EXPERIENCE AND PERSONAL INFORMATION
Theresa is a Chinese Canadian born in the
After obtaining her Chartered Accountancy designation in 1991, she continued full-time employment within the Personal Advisory Services group at KPMG Peat Marwick Thorne where she was promoted to Manager specializing in personal tax and financial planning for health care professionals and high net worth individuals. She researched technical tax issues, and advised clients on personal and business financial matters. She coordinated and trained over 100 personnel for personal income tax preparation seasons, and supervised, trained and reviewed the work of a team of nine accounting staff throughout her four years with the Tax group.
She also assisted in research projects for the B.C. Medical Association in conjunction with Peat Marwick Stevenson & Kellogg Consulting investigating the Impact of GST on Medical Practitioners' Overheads, the Financial Effects on Physicians of Switching from Manual to Electronic Billing of the Medical Services Plan, and Physicians Overhead Costs.
While working, she continued her professional development by taking courses in various other specializations. She has completed the Canadian Securities Course, Personal Financial Planning Workshops, Canadian Life and Disability Insurance Courses, the Canadian Institute of Chartered Accountants 7 Days In-depth Tax Course and various other tax, computer, teaching, leadership and financial planning courses.
She founded the public practice accounting firm of Theresa Ko, Chartered
Accountant in 1996 to service individuals and their businesses. She also founded Promedent Administration
Inc. in 2000 to provide affordable private health services plan administration
services. Promedent’s website can be
found at www.promedent.ca.
Throughout her life, she has been active in a myriad of community and volunteer activities. Her leadership roles have included accounting club vice-president, parish and community fundraiser financial officer, parish finance committee member, religious education teacher, youth coordinator and minister, choir president, parish councilor and advisory board member for non-profit organizations.
In addition to her interests in financial planning, real estate and
investing, she enjoys camping, hiking, bicycling, and floor hockey.
REFERENCES
Dr. Christina Lo, Dentist
Telephone: (604) 738-4223
Ms. Nancy Gomerich, Consultant
23930 130th Ave, Maple Ridge, BC, V4R 2S4
Dr. Simon Min
Suite 102-2216 McCallum Road
Abbotsford, BC V2S 3P3
Dr. Michele Jones
308 – 588 Goldstream, Langford, BC
Telephone: (250) 391-6062
Other links of
interest...
Canadian Institute of Chartered Accountants
Canadian Dental Association
For more information about THERESA KO,
Chartered Accountant, please send email to:
.