Lessons From The Accountant: Preparing for Tax Season for Sole Proprietors

In this session, sole proprietors will learn about what they need to do to prepare for tax season and what information is needed to take their accountant. Experts will share key insights that take away the stress of tax season.

Meet Your Presenters

Jennifer Kalegaric, CPA

I started my career at Avail CPA in September 2014 and am currently working as a Manager in the Lethbridge office. My career is focused in the not-for-profit and audit sectors. I feel fortunate to be able to help our clients better understand their financial operations all while working with an exceptional group of people on a daily basis.

Shauna Frederick, CPA

As a skilled Chartered Professional Accountant, Shauna has experience not only as a female entrepreneur but by working with entrepreneurs across a variety of sectors an on-the-go CFO that takes the frustration and anxiety out of the accounting unknowns, helping entrepreneurs navigate the financial and accounting challenges that come with running a business. She does this by offering a customizable CFO role and becoming a strategic advisor to the business. With support, education, and guidance, Shauna has helped entrepreneurs better understand their financial reports and cash flows and to stop assessing business success solely through the number in their bank account. Being able to provide Business Advisory Services allows Shauna to use her knowledge and experience to deliver information, find opportunities and provide solutions that allow entrepreneurs to make sound business decisions with confidence.

Shauna spent close to 10 years with the Famous 5 Foundation (“F5F”) and chaired the Foundation for five of those years. During her time with F5F, Shauna was able to connect with and learn from many female entrepreneurs, oversee committees across Canada, work with external partners and Government officials and co-lead the creation and delivery of a Girls’ Leadership Program, a 5-week program focused on building leadership skills in girls.

Shauna is passionate about entrepreneurship, diversity and advancing the rights of women and girls. Shauna is currently working with CPA Canada on a Value Creation Proof Of Concept Initiative as well as providing input into the overall CPA Competency Map.

WESTEM programming is mandated to support rural/remote Southern Alberta women; does not include Calgary.