Jacqueline Bernal CPB, Certified Coach NLP, TLT, Cht

Welcome to Bernal Business Services Inc. I’m the owner of the company, a Certified Professional Bookkeeper, and QuickBooks Certified ProAdvisor, with a resume that includes over 30 years training and experience in a combination of accounting, marketing, and volunteerism. My education has been ongoing and has fully complemented my work experience. I have studied at the CMA program in Toronto, Athabasca University in Edmonton, and the University of Alberta. I am also a Certified Coach through the American Board of NLP, and have received my General Certification through Human Synergistics.

Jacob Andriet

Jacob completed his Payroll Compliance Certification course through Academy of Learning in 2011. He has been working for Bernal Business Services Inc since 2009 where he started as a data entry clerk. Jacob’s clients include retail sales, real estate, construction, heavy industry. His Accounts Payable / Payroll skills include commission calculations as well as reconciling subcontractor expense reimbursement and service invoicing amounts. He is adept at reconciling large numbers of bank, credit card, and LOC accounts for businesses with multiple payment methods and intercompany transactions. He assembles and prepares year end working papers for the accountants with supporting documentation neatly packaged together.

Cecilia Guzman-Garcia BSc Public Accounting – Mexico

My background is in the financial services sector in Mexico as a “Mutual Funds Manager” with Santander-Serfin Brokerage House and previously as their “Accounting Coordinator”. Prior to that, I was a “Mutual Funds Technical Supervisor” with the National Banking and Securities Commission, Mexico City. My early training was as a bookkeeper for Perez Huitron and Associates, Public Accountants, Mexico City. From 2009 – 2011, I ran my own business in Mexico City. In 2011, my family moved to Canada where my husband earned his Ph.D. in Petroleum Engineering. Since 2014, I have been working with Bernal Business Services Inc and learning about the bookkeeping industry here in Canada.

I am detailed oriented, reliable, conscientious, with skills that range from general bookkeeping to valuing financial instruments, and – here in Canada – knowing when to refer you to a top quality accountant that can help with advanced accounting needs.

Education:

  • BSc. Public Accounting (Key Electives: Income Taxation): National Autonomous University of Mexico
  • Certified Financial Advisor: Santander Bank Institute, Mexico
  • Qualification on Stock-Exchange Finances: Autonomous Institute Technological of Mexico, Mexico
  • Bookkeeping Level 1 & 2: Metro Continuing Education, Edmonton, Alberta

Louisa Xu

During my career, I have worked for Padgett Business Services as a bookkeeper, Great Canadian Exterior as a “Staff Accountant”, Ridge Development Corporation as an “Accounting Technician”. I have also worked with H & R Block as a tax professional for 4 years.

I have gained many skills and have had experiences in many accounting tasks including bank reconciliations, prepare and compile monthly financial statements, payroll, AR, AP, GST and more. I value accurate, detail-orientated, efficient communication; great teamwork and interpersonal skills; handling multiple tasks; prioritizing and using effective decision making skills. I am proficient with Microsoft Office (Word, Excel, Outlook), QuickBooks, Sage, ACCPAC, Great Plains Dynamics Software.

Education:

  • NAIT : Accelerated Accounting Diploma, Certificate of Project Management, Certificate of Project Leadership
  • H&R Block: 4 th Year Training Program
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