
Robertson
Trademark registration, copyright registration, international trademark attorn
Skills

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Work experience
Business Development Associate
Business 2 Community • Freelance
Feb 2022 - Present • 4 yrs 6 mos
Analyzed industry trends and market data to develop practical growth strategies for small and medium-sized businesses. Assisted startups with developing operational manuals, procedures, and internal control frameworks. Conducted detailed business and financial risk assessments for clients pursuing institutional financing. Evaluated business models and financial information to identify opportunities for growth and operational improvement. Provided strategic recommendations to help businesses strengthen operations, financial readiness, and long-term sustainability.
Senior Financial & Business Consultant
Grant Munro • Freelance
Jul 2021 - Present • 5 yrs 1 mo
Develop comprehensive business plans for Canadian entrepreneurs seeking BDC and CSBFP financing. Conduct market and industry research to support business strategy and funding applications. Prepare detailed multi-year financial projections, including Cash Flow Statements, Profit & Loss Statements, and Balance Sheets. Assist startups and established businesses with financial modeling, budgeting, and funding strategies. Support clients in preparing applications for government grants and private/non-profit funding opportunities.
Tax & Compliance Specialist
Tax • Freelance
Apr 2021 - Present • 5 yrs 4 mos
Prepare annual Canadian corporate (T2) and individual (T1) tax returns with a strong focus on accuracy and CRA compliance. Provide cross-border tax guidance and compliance support for individuals and businesses. Perform forensic QuickBooks Online bookkeeping cleanups, including transaction reviews, categorization, and account corrections. Handle monthly bank and account reconciliations for e-commerce businesses to maintain accurate financial records. Help clients identify reporting issues and improve their overall financial organization.