Robert Daniel
Director @Tiki Tax
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WORK HISTORY
Director @Tiki Tax
CA
Major Duties of an Accounting Firm Owner:Business Management – Oversee finances, strategy, and compliance.Client Services – Provide bookkeeping, tax, and advisory services.Regulatory Compliance – Ensure tax and accounting law adherence.Team Leadership – Hire, train, and manage staff.Marketing & Growth – Expand client base and promote services.Technology & Efficiency – Implement software and improve
EDUCATION
University Canada West
Master of Business Administration - MBA, MBA
Ashton College
Certificate of Accounting , Accounting
ABOUT ROBERT DANIEL
About MeProactive and versatile with 10+ years in finance, tax, sales, and marketing. I help self-employed professionals, families, and newcomers across Canada reduce taxes and build wealth through smart strategies like RRSPs, RESPs, and affordable life insurance.Owner of TiKi Tax, a growing accounting firm based in Kelowna & Oliver. I lead a team, manage client relationships, and develop partnerships while delivering tax and financial solutions tailored to client needs. Serving clients nationwide | DM “TAX SAVINGS” or book a free 15-min call: calendly.com/tikitax-ca/15min tikitax.ca | tikiwealth.comEducation & CertificationsMBA – Master of Business Administration, CanadaBachelor’s Degree in Banking & FinanceTax Pro Level 1 – H&R Block Canada & CRAQuickBooks ProAdvisor CertificationGoogle Analytics & Google Ads CertifiedMarketing Analytics Certificate – University Canada WestMaster of Digital Marketing – Escils Centre, USASalesforce CRM CertificateCold Calling Sales Training – LinkedInEffective Selling & Management Skills – PTI Education GroupThe Fundamentals of Digital Marketing – GoogleAdditional training in Data Collection, Email Marketing, and Paid AdvertisingCore SkillsTax Preparation & Advisory (Personal & Corporate)Small Business Accounting & BookkeepingB2B Sales & Business DevelopmentFinancial Product Sales (Loans, Credit, etc.)Team Leadership & CoachingMarketing Strategy (Digital & Offline)CRM, Email Campaigns, Google/Facebook AdsData Analysis & Client SegmentationTime Management & Problem SolvingProfessional ExperienceCorporate Sales Manager & Owner – TiKi Tax, and scaled client base across B2B and B2C tax servicesRepresented the firm at community events and networking exposManaged strategic partnerships across tech, education, and startup ecosystemsLed and coached a sales team of 7, evaluated financial needs and client risk profilesCross-sold and upsold financial solutions including mortgage loans, unsecured loans, and credit productsKey AchievementsOrganized 10+ financial and business workshops reaching over professionalsFormed partnerships with 100+ companies, and collaborated with 5+ academic institutionsMentored and supported students on marketing and business career development
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