Jonathan Ballot
Founder @Plan Accounting
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WORK HISTORY
Founder @Plan Accounting
Calgary, AB, CA
Are you looking for more peace of mind around your taxes and compliance responsibilities?Do you want to make sure your estate plans are structured so more of your hard-earned wealth goes to your family?Are you hoping to shift more of your time toward growing your business rather than getting stuck in day-to-day tasks?I can help guide these conversations with you and your family so you feel confident that you’re making the right decisions for your future.
EDUCATION
Chartered Professional Accountants of Canada (CPA Canada)
In-Depth Tax, Tax law
The Chartered Governance Institute UK & Ireland
Affiliate, Governance
The University of Lethbridge
CPA prerequisites, Accounting, business, management
Chartered Professional Accountants of Canada (CPA Canada)
Chartered Professional Accountant
ABOUT JONATHAN BALLOT
I think most of us can agree that the old model of accounting and tax firms isn’t keeping up with what business owners really need. Dropping in once a year with a stack of compliance work at tax time just doesn’t cut it anymore. Clients like you need planning to connects your business with your personal vision, so the business is working for you, not the other way around. If you want to learn more, reach out to me on LinkedIn. I\'m always happy to talk about how we can help you realize your vision by designing and implementing practical and tested systems and processes that will improve your life.
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