We’re Personable

We’re Personable

Our Team

We have a strong, energetic team that can't wait to provide you with real time financial data.

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Mike Widdis, ICIA, CPB   

Founder, Corporate Tax

“The sun doesn’t give light to the moon assuming the moon is going to owe it one.”

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Phil McTaggart, CPB   

Managing Partner, Strategic Advisor

“What we think, we become”

About Mike

Mike loves planning and helping people, period!

Oh, and he’s a “Tax Nerd” and we’re not afraid to flaunt it. Tax planning and execution make him tick, but we are guessing it is not your thing. Mike wants it to be his thing – for you.

At UpSide Accounting we love creative people, but definitely not “creative accounting”. When you stay on the right side of the law it’s called tax planning. Tax planning minimizes your corporate & sales tax burdens but keeps you in the “good books” with the CRA.

We want you to spend your valuable time creatively running your business. Let Mike spend his getting your taxes planned and filed on time.

What tech is he certified in?

QBO Pro Certified, Hubdoc Advanced Partner, Plooto Partner

What skills is he going to bring to my business?

Planner, deadline focused, detail oriented.

What does he do in his spare time?

World class BBQ’r, home renovator, cut throat Sorry player.

How’s he helping the world?

Mike believes Habitat for Humanity is a great organization, and ha wishes more people could help the Cambridge Humane Society.

About Phil

Phil wants to be your mentor for personal growth and professional experience. He is going to listen to your concerns and empower you for change.

He provides accurate, clear and concise financial statements in real time. so you have the data to act on business decisions quickly and with confidence.

UpSide Accounting can provide further services offering strategic advice. With Phil’s guidance, you can be setting goals, budgets and measuring your progress for future success.

What tech is he certified in?

QBO Pro Advisor, Xero Certified, Hubdoc Advanced Partner, Plooto Partner

What skills is he going to bring to my business?

Visual, thorough, methodical.

What does he do in his spare time?

Musician, solo nature adventurer, gardener.

How’s he helping the world?

Phil does his part by thinking “green” and contributing to the world’s efforts to protect the environment for future generations.

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Raza Idrees, BComm, CPB 

Cloud Accounting Manager, Technology Researcher

“Actions speak louder than words.”

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Keri MacNeil 

Office Manager, Tax Prep, Cloud Accounting Professional

“A calm sea does not make a skilled sailor”

About Raza

Raza is one of our bookkeepers. You can trust him to keep your books current, accurate and bulletproof so that you can sleep at night.

He’s a bit of a technology nut, constantly checking out and certifying in progressive programs. If there is great new apps to aid you in business planning and management, Raza will be sure to let you know. He keeps UpSide Accounting up to date on the latest FinTech to hit the market.

What tech is he certified in?

QBO Pro Certified, Hubdoc Advanced Partner, WagePoint Certified, Plooto Partner, Jobber Pro

What skills is he going to bring to my business?

Problem solver, task oriented, tech savvy.

What does he do in his spare time?

Basketballer, avid Go-karter, master puzzle solver.

How’s he helping the world?

Raza has been involved with the Volunteer Tax Preparer
Canada Revenue Agency – Agence du Revenu du Canada

About Keri

Keri is often your first point of contact at UpSide Accounting. She looks forward to hearing from you and will pleasantly direct you to other team members.

She balances her time looking after bookkeeping tasks and making sure your personal tax files are organized so the UpSide tax team can get you filed efficiently and professionally.

What tech is she certified in?

QBO Pro Certified, Hubdoc Advanced Partner, WagePoint Certified

What does she do in her spare time?

Foodie, pick up truck driver, hobbyist.

How’s she helping the world?

Keri loves volunteering at her local community centre.

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Stacey Leonard, 4th Year BComm 

Cloud Accounting Technician, Marketing Coordinator

“If you get the choice to sit it out or dance, I hope you dance.”

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Kellie Parks, CPB

Financial Technology Trainer, Cloud Accounting Professional

“Change is hard, not changing will be harder – books, business, life.”

About Stacey

Stacey is a diligent, hard-working and organized bookkeeper. You can rest assured that she will strive to keep your books updated and accurate on a timely basis.

Besides her love of numbers, Stacey likes to explore her creative side in Marketing. She keep UpSide Accounting up to date on all things related to web publicity.

On top of striving to make every client feel valued, she wants to support your successes by recognizing your business achievements via our firm’s Social Media Accounts.

What tech is she certified in?

QBO Certified ProAdvisor, Hubdoc Certified Partner, Wagepoint Certified

What skills is she going to bring to my business?

Kind, helpful, hardworking, organized.

What does she do in her spare time?

Workout, dance, nature-lover

How’s she helping the world?

Stacey loves being a Good Samaritan in her community and being environmentally friendly.

About Kellie

Kellie has two roles at UpSide Accounting.

Kellie is a member of the Intuit trainer/writer network. She is our technology on-boarder and would love to introduce you to Cloud Financial Technology. Love to! Not like to, love to.

When she educates our clients about cloud accounting options, it’s always rewarding. For you, for her, for your business.

Kellie is also a task oriented bookkeeper. She strives for bulletproof books and will to work collaboratively with you to produce accurate, current and meaningful financial data.

What tech is she certified in?

QBO Advanced Pro Certified, Hubdoc Advanced Partner, WagePoint Certified, Plooto Partner, Xero Certified, TSheets Pro Certified

What skills is she going to bring to my business?

Enthusiastic, problem-solver, relentless organizer.

What does she do in her spare time?

Skier, runner, Aussies – the 4legged kind.

How’s she helping the world?

Kellie is a volunteer groomer/tacker/leader at Sunrise Therapeutic Stables and feels that her experiences there are more therapeutic for her than for her riders.

Sunrise Therapeutic Riding Stable

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Harshvir Buttar, BBA

Cloud Accounting Technician

“Put your heart, mind, and soul into even your smallest acts. This is the secret of success.”

About Harsh

Harsh is a quick learner and very independent. She enjoys working with numbers and challenging tasks to keep her going.

She is passionate in helping and doing her best in any work task given. She mainly works with bookkeeping and ensuring it’s done in a good manner.

She applies her detail oriented skills while working to make sure everything is done just right. Overall, you can trust her to be an organized and accurate worker.

What tech is she certified in?

Hubdoc Advanced Partner, Hubdoc-QBO Certified ProAdvisor, QBO Advanced Certified ProAdvisor

What skills is she going to bring to my business?

Problem-solver, hardworking, respectful, motivated.

What does she do in her spare time?

Spends lots of time with her family, spending time outdoors, tutoring in math, and travelling.

How’s she helping the world?

Being environmentally friendly and tutoring for free.

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