Professional Background

Whitney brings extensive experience in Payroll Administration and Compliance, Bookkeeping, Tax Preparation, Office Administration, and Client support. Her Accounting and Management background spans primarily in the Medical and Human Services fields, however has worked actively with Sole Proprietros in their retail and trade fields.

Whitney provides a unique combination of Administrative, Financial, and Operational expertise.

Prior to relocating to Alberta, Whitney worked in Ontario in Accounting and Bookkeeping for medical records and accounting related roles, developing strong skills in documentation management, compliance, accuracy, and financial administration. 

Her experience in healthcare environments strengthened her attention to detail and ability to manage sensitive information while supporting complex administrative processes.

Since moving to Alberta, Whitney has continued to expand her Accounting and Payroll expertise. She currently manages Payroll administration for an organization with more than 200 employees while also supporting a wide range of Bookkeeping, Accounting, and Tax functions. 

Her ability to balance large scale payroll responsibilities alongside day to day Accounting requirements demonstrates her strong organizational skills and commitment to accuracy.

As on of BRIO's Tax Specialist & Accounting Generalist, Whitney supports clients through Tax Preparation, Payroll Compliance, Bookkeeping, Reconciliations, Reporting, and Administrative Accounting functions.

Her attention to detail and client focused approach help create a positive experience while ensuring financial information remains accurate and compliant.

Areas of Expertise

• Personal Tax Preparation

• Small Business Tax Support

• Payroll Administration

• Payroll Compliance

• Large Workforce Payroll Management

• Full Cycle Bookkeeping

• Account Reconciliations

• Accounts Payable

• Accounts Receivable

• Financial Administration

• Medical Records Administration

• Client Support

• Reporting & Documentation

• CRA Compliance Support

Leadership & Impact

Whitney plays an important role in helping clients maintain confidence in their financial records while navigating payroll, taxation, and day to day accounting requirements.

Her experience Managing payroll for a workforce of more than 200 employees, combined with her Bookkeeping and Accounting expertise, allows her to support organizations with both routine financial processes and complex compliance requirements.

Her practical knowledge and commitment to client service help ensure work is completed accurately, efficiently, and with attention to detail.

Why I Do What I Do

Whitney enjoys helping people understand and manage their financial responsibilities with confidence.

She believes accounting should feel approachable and supportive, helping clients reduce stress while staying organized and compliant.

Credentials & Professional Development

Whitney holds her Payroll Compliance Practitioner (PCP) Sesignation and has completed professional development in Payroll Administration, Taxation, Bookkeeping, Accounting Systems, and Client Service.

She is currently expanding her expertise through studies focused on the integration of payroll and human resources functions, helping organizations align compliance, people management, and operational processes more effectively.

Her ongoing education focuses on Accounting, Tax Systems, Payroll Compliance, HR integration, software development, evolving regulatory requirements, and best practices that support both financial and operational excellence.

Clarity. Intentionality. Growth.