We never stop for excellence to our clients and to guarantee this we ensure we hire employees who are truly passionate in cloud bookkeeping.
One-on-one personal service, a fresh approach to accounting solutions—no gimmicks, no pressure, just great service and great results. That’s Elevate by Welch LLP.
Sean Duffy, CPA, CMA
Sean Duffy is the Senior Manager at Elevate by Welch, with more than 10 years of accounting & finance experience. Sean is one of the very few cloud-based accountants who have an in-depth knowledge of Quickbooks Online as well as desktop applications. His familiarity with these cutting edge technologies allows his clients to benefit from a more streamlined process while still maintaining secure data backups and information security protocols.
He joined Elevate with extensive background in small-business cloud-accounting, which he leveraged into successfully building a new business line for the firm. Sean focuses on leveraging his expertise across a wide variety of industries to provide best-in-class solutions for his clients.
Sean earned a Bachelor of Business Administration in Finance as well as a Diplome d’Etudes Superieures Specialise en Finance from the Universite du Quebec en Outaouais. He studied accounting at Carleton University with CMA Ontario and earned his CPA. He is a QuickBooks Online Pro Advisor and was a finalist for QuickBooks Firm of the Future in 2018.
“Elevate by Welch is a digital bookkeeping service dedicated to improving the bottom line for small and medium businesses. Elevate by Welch is designed for small businesses looking to outsource their bookkeeping, payroll, and reporting needs so they can focus on growing their businesses instead of managing the day-to-day bookkeeping tasks. Get in touch with me today to find out how working with a dedicated team of accountants & bookkeepers who are experts in cloud-accounting helps small businesses keep overhead costs low and productivity high.”
Eric Liebmann, CPA, CA
Eric Liebmann holds more than 15 years of public practice experience in accounting, audit, and assurance. He has extensive experience in public accounting and consulting with owner-managed companies. Eric specializes in helping private companies through various stages of business growth – from start-up to mid-sized company to those seeking an exit strategy – by providing financial statement audits, reviews and notice to readers; tax return filings; strategic planning; and other local or national accounting matters.
He joined Elevate by Welch with the intention of delivering a unique service that addresses both the practical and strategic side of business accounting, finance, and taxation. He is committed to providing quality service by maintaining a strong client-service focus and proactive approach. He is determined to spend as much time with his clients, discussing their financial challenges, as possible.
Eric received his Bachelor of Commerce degree with specialization in accounting from the University of Ottawa. He holds CPA and CA designations.
“We are extremely passionate and excited to deliver high quality, modern, professional services to our clients and in a timely matter, and we are very proud of the team of individuals that we have assembled at Elevate to assist you with any questions you may have. We provide our clients with solutions that help them thrive and grow their business. Efficient, timely service and a quality work product are our priorities. We look forward to working with you and exceeding your expectations, again and again.”
Caroline Proulx is the Onboarding Manager at Elevate by Welch. With more than 10 years of public accounting and bookkeeping experience, she specializes in small business accounting solutions, full-cycle accounting, corporate and personal tax, and healthcare & medical practices.
As the onboarding manager, she is also responsible for our employee training and development, and she works directly with Elevate clients to ensure they’re getting the best possible service.
Caroline graduated from Georgian College with a Business Administration Diploma in Accounting. She intends to pursue her CPA designation. As a certified QuickBooks Online Pro Advisor, she works with clients to meet their needs for QuickBooks services and also helps them with any question they may have.
She was recognized as a Top 50 Woman in Accounting for 2020 by Practice Ignition and featured in Accounting Today, an honour dedicated to the many accounting professionals who continue to break the glass ceiling and advance the accounting industry.
“I’ve been working with the firm for a number of years, and I have found the firm to be both professional and efficient. For more than a century, Welch has provided accounting services to business owners and professionals who are looking to do their best work while running their busy businesses. I am so excited to be a part of Elevate and look forward to what the future has in store for us, and we can’t wait to see what changes we will be able to bring to our clients.”
Senior Cloud Bookkeeper
Anita Nadeau is a cloud bookkeeper who helps small businesses, not-for-profits, and charities with their bookkeeping needs. For over 30 years, Anita has worked with small business owners and has built a reputation for herself as the “best kept secret in the firm”.
As an experienced and knowledgeable bookkeeper, Anita is able to provide her clients with all of the services required to run a successful small business or nonprofit. Anita’s services include cloud-bookkeeping, payroll, sales tax filings, and montlhy reporting. With her knowledge of a company’s financials, Anita has the ability to accurately and efficiently manage all aspects of cash flow and bookkeeping.
Her career background: Anita has been working as an bookkeeper since 1987. She has worked with over 300 small businesses and not-for-profits, including Bed & Breakfast, Restaurants, Florists, Retailers, Professional Corporations, Artists and Musicians, Medical Practices, Ecommerce, and so much more. Anita’s clients sing her praises for her “down-to-earth” attitude, strong work ethic, and ability to quickly and accurately solve complex bookkeeping issues.
“I enjoy working with small businesses because each client is unique, they love what they do and you can really make a difference for them. I owned a restaurant for 17 years which gives me deeper insight to their needs and wants. I know Elevate can reduce the day to day worry and help them grow their business. Take advantage of the technology available today: cloud accounting software is incredible. There are so many great tools available that help keep your business on track and help with documentation.”
Melanie Aumont, B.I.B
Melanie Aumont has experience in numerous industries, which means that she can help you no matter the question or problem you may have. She has combined her expertise with the power of the cloud to create an unparalleled bookkeeping experience that provides Elevate by Welch clients a full understanding of their financial situation.
As a cloud bookkeeper, she works with clients to maintain their accounting systems at all times. Her specialties lie in assisting clients with their business goals, and working closely with them to implement these goals into their accounting systems. Melanie has a unique style of working that shows her clients that she cares.
Melanie Aumont holds a Bachelor’s degree from Carleton University where she studied International Business. She is a certified QuickBooks Online Pro and will guide you throughout the entire cloud bookkeeping process.
“I am so excited to be a part of Elevate and look forward to what the future has in store for us, and we can’t wait to see what changes we will be able to bring to our clients’ businesses. I love what I do and it shows when I am talking to or working with my clients, as I have the ability to see their successes and wins in their business. I feel that I am making a difference with my clients, as they know that every decision they make is being thought of and accounted for!”
Monica Valbuena, B.Sc. Accounting
Monica Valbuena has more than 10 years of bookkeeping experience. She is a full-cycle bookkeeper and cloud-based accounting software expert. She also has extensive experience in construction, manufacturing, and mining.
Monica’s goal is to provide peace of mind to her clients by helping them prepare for monthly reporting, year-end tax work, audits, reduce taxes, grow their business or save money through intelligent accounting practices. Assisting her clients remotely with accounts payable, accounts receivable, payroll and tax preparation helps her clients save time, money and energy making the most of their business.
She graduated from the University of Manitoba with an Applied Business Management Certificate. She also has a Bachelor of Science in Accounting from Javeriana University in Bogota, as well as a specialization in tax law from Savahana University. As a certified QuickBooks Pro Advisor, you will find Monica to have expert knowledge of standard bookkeeping procedures and is well-versed in QuickBooks Online. She intends to pursue her CPA designation.
“I enjoy working with my clients and finding solutions for them,” said Monica, “professionalism, accountability and dedication are the qualities I expect of myself. That way, I can teach my clients to demand the same of me. This way, we are on the same page and we both feel confident that the job is being done right. I love showing my clients how to take advantage of the technology available today: cloud accounting software is stunning. There are so many ways to use QuickBooks Online with different industries, it is very customizable and flexible.”
Stephen Sun, B. Comm Accounting (Hons)
613-236-9191 Ext: 277
Stephen comes to us after working for several years in audit for both public and private organizations. His valuable professional experience has allowed him to gain sharp insight into the issues that organizations of different sizes face when it comes to bookkeeping.
Stephen will be working with clients as their trusted cloud-bookkeeper, where he’ll be responsible for helping them with financial accounting, tax filings and reporting requirements. In addition, Stephen will be working closely with Caroline Proulx, where he’ll use his strong customer service focus skills to assist with onboarding new clients. Stephen will also work with Sean Duffy to ensure that clients financial analysis & benchmarking data is up-to-date at all times.
Stephen graduated in 2019 from the University of Ottawa with an Honours Degree in Accounting. Stephen is a certified QuickBooks ProAdvisor, which means that he is an expert in the use of QuickBooks to meet all bookkeeping, financial management and reporting needs.
“I’m really looking forward to furthering my career at Elevate by Welch. I have been using QuickBooks Online and other accounting software for several years now and have worked with clients from a wide range of industries so I know that my mix of knowledge, skills and experience will be a huge asset to the team. I am also glad to be working alongside some of the best people in the industry when it comes to client care and client experience.”
Sean Duffy, Senior Manager at Elevate by Welch, shares: “I am glad to welcome Stephen to our dynamic and fun team. His strong background in accounting and analysis will help us deliver the very best possible services to the clients we serve.”
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