Roberto Torres
Ai Driven Accountant @Resolve Accounting
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WORK HISTORY
Ai Driven Accountant @Resolve Accounting
Calgary, AB, CA
Accounting & Taxation-Full-cycle bookkeeping, including reconciliations, financial record management, and reporting-Compilation engagements (CSRS4200) and AUPs (CSRS4400) and customized financial reports-Corporate tax return preparation T2-Personal tax return preparation T1-Accounting for specialized industries, including e-commerce, trades, real estate, property management and professional services-E-Commerce Accounting: Amazon, Shopify, E-Bay, Etsy - A2X -Creation and Automation of complex workpapers-Ensuring compliance with ASPE and IFRS-Cost Analysis through Managerial Accounting-Payroll and GST/PSTTechnology & Process Automation-Implementing AI and automation tools to enhance efficiency in bookkeeping, practice management and accounting-Developing Excel Macros (VBA) and automated reporting solutions to streamline accounting processes-Using python, API\'s and cloud-based accounting software to improve workflow management and software connectivity-Integrating and optimizing accounting and practice management software like QBO, QBDesktop, Xero, Freshbooks, Sage, Wave, CCH iFirm (Complete Suite), Zapier, Hubdoc, Dext, TaxDome and others.Client Advisory & Business Development-Providing strategic guidance to small and medium-sized businesses-Assisting entrepreneurs with business setup, including incorporation, registration, and CRA compliance-Developing tailored accounting solutions for different industries-Client FacingSEO & Digital Strategy-Optimizing websites and online content. Platforms include: Wordpress, Squarespace, Wix, Elementor, Google Ads, GoHighLevel, HubSpot-Implementing SEO strategies to improve visibility for small businesses both on-page and off-page -Enhancing digital marketing efforts tailored to the accounting professionLeadership & Training-Mentoring and training staff-Supporting continuous learning by researching and implementing the latest accounting tools-Developing standardized processes to improve efficiency
EDUCATION
Mount Royal University
Post-Bachelor Certificate (W/Distinction), Accounting
Southern Alberta Institute of Technology (SAIT)
Chemical Engineering Technology, Energy
CPA Western School of Business
CPA Professional Education
Haskayne School of Business
Bachelor of Commerce - BComm (W/ Distinction), Finance
University of Calgary
Bachelor of Arts - BA (W/Distinction), Economics
SKILLS
ABOUT ROBERTO TORRES
My educational journey reflects a passion for growth, adaptability, and continuous learning across multiple disciplines. With a Post-Bachelor Certificate in Accounting from Mount Royal University (in progress), a Bachelor of Commerce in Finance from the Haskayne School of Business, a Bachelor of Arts in Economics from the University of Calgary, and a Chemical Engineering Diploma from SAIT I have built a strong foundation in finance, accounting, engineering, and strategic economic analysis. These academic experiences, have equipped me with a unique perspective that bridges financial expertise with analytical problem-solving. I specialize in full-scale business management within an accounting firm, focusing on optimizing operations, enhancing financial accuracy, and integrating automation and AI-driven solutions. My expertise spans accounting, taxation, financial reporting, process automation, business development, and digital marketing, ensuring businesses run efficiently while staying compliant and financially healthy. With a deep passion for AI and process automation, I’ve implemented advanced macros, workflow optimizations, custom built apps for an accounting firm and cloud-based accounting tools to transform traditional practices into streamlined, high-efficiency systems. My work goes beyond numbers—I build frameworks that enable businesses to analyze cash flow, forecast growth, and make data-driven decisions with confidence. I’m equally committed to the human side of business, maintaining strong client relationships and ensuring personalized solutions for each unique challenge. Whether it’s providing strategic financial guidance, leading staff training initiatives, or refining internal workflows, my approach combines innovation with empathy to deliver lasting impact. Having started my career in the oil and gas industry, I’ve gained expertise in managing complex projects and optimizing technical processes. This experience complements my accounting and business management work, giving me the versatility to thrive in fast-paced, multi-faceted environments. Favorite Books: The E-Myth, The Psychology of Money, Atomic Habits, 48 Laws of Power, How the World Really Works
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