Meet Maria Mejia

Empowering Your Financial Journey

Discover Maria, your dedicated financial expert, committed to guiding you through every financial decision with clarity and confidence. With a passion for helping businesses succeed, Maria brings expertise and personalized support to ensure your financial goals are met.

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Accountant | Dedicated | Knowledgeable | Supportive | Trustworthy

I have always wanted to help people. I grew up in a big family of 7 kids so there were always opportunities to learn and to teach. In middle and high school I would do babysitting jobs for family friends.

Ever since starting school, at the community college, I have enjoyed doing accounting and the numbers aspect of business. In my first accounting class, everything just clicked together. I understood the concepts and knew how everything flowed together. I eventually graduated from Ensign College and went to Brigham Young University-Idaho. I enjoyed accounting even more as the classes became more challenging. I was the one kid always excited to learn new concepts.

I had always known that I didn't want to work in a big accounting business or a big corporation. I did an internship in a small accounting office and enjoyed it. I learned that I also like doing taxes. The idea of starting my own business had just begun to creep in. I worked in the accounting office for about a year before I moved up to Canada.

I was preparing to look for another office job when a family friend suggested starting an accounting business. That is when my first bookkeeping firm was born. The goal was to help small startups understand and organize their finances and be ready for tax time.

I had thought you needed to be a special kind of person to run a business and be an even more special kind of person to be an entrepreneur. I went to different networking groups in the community and found out that entrepreneurs come from all walks of life and at different points in their lives.

Getting to know different entrepreneurs and their businesses has helped me understand there are many strengths different people bring. I want to help people do more than just be compliment with the CRA. I want them to not only understand their numbers but to utilize them to grow their businesses. Partnering with David has amplified my knowledge to be able to better help fellow entrepreneurs.

I love accounting and I love bookkeeping. I love to continue to learn new things and use new technology. I also love helping other people. If I can help another person understand how money works, my life goal has been reached.

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Accountant Retiring?

Accountant Retiring? Here’s What You Need to Know

March 04, 20251 min read

If your accountant is retiring, you might be wondering what to do next. Don’t panic! There are a few key steps you can take to ensure a smooth transition for your business finances.

1. Get Your Records in Order

Before your accountant steps away, request all financial records, reports, and tax documents. Make sure you have access to any accounting software, login details, and past filings to avoid last-minute scrambling.

2. Review Your Current Financial Setup

Take this opportunity to assess your bookkeeping and accounting processes. If your system is outdated or inefficient, this could be the perfect time to upgrade to a more streamlined solution.

3. Find a New Accountant ASAP

As soon as you find out your accountant is retiring, start looking for a replacement. Ideally, choose someone with experience in your industry so they understand your business operations. A smooth transition starts with finding the right fit—be sure to share how your financial setup was managed before so they can guide you through the next steps seamlessly.

4. Ensure a Smooth Transition

Once you’ve found a new accountant, provide them with all necessary documents and details about your previous setup. The more they understand how things were managed before, the easier it will be for them to take over and improve your financial processes. Clear communication will help them guide you through the transition seamlessly, ensuring nothing gets missed.

Losing your accountant doesn’t have to be stressful! Need a reliable bookkeeping solution? We’ve got you covered!

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Maria Mejia

Maria is driven by a passion for helping others and a love for accounting that began in college. After excelling in her studies and gaining hands-on experience, she founded her own Accounting and bookkeeping firm to assist small businesses with their financial management. Maria’s dedication to understanding and applying financial principles empowers entrepreneurs to make informed decisions. Her expertise in financial advising helps businesses not only grasp their numbers but also leverage them for sustained growth and long-term success.

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