Caroline Paterson, CPA, CGA and Sheila Henn, CPA, CA
Please see our Client Services section to find out more as to how we can assist you.
Please call 250-656-7284 (admin) to book an appointment.
Caroline Paterson, CPA, CGA – Partner
Caroline obtained her CGA designation in 2005 and has over 25 years in the accounting field. She enjoys assisting business owners/managers and individuals with their tax planning. She also assists not-for-profits and charities with start-up, reporting and other organizational requirements. Her experience is diverse and includes working with corporations with SRED claims, complex investment portfolios as well as many small business owners who need help with tax and estate planning. Previously Caroline was a partner at our previous firm in Sidney and she continues to assist both existing and new clients. She is also proud to be involved in the local community and is the treasurer for the ORCCA Dental Clinic Society.
Sheila Henn, CPA, CA – Partner
Sheila also has a diverse background which includes working with Not-for-Profit and small public sector audits and reviews as well as working with small business owners. Sheila has her audit license and enjoys working on audits and review engagements for companies, associations, Improvement Districts and other not-for-profits. As well, she oversees the U.S. tax practice as well as preparing and reviewing all levels of Canadian and U.S. personal tax returns. This includes Estate tax for Canadian estates.
Keeping up-to-date (for Canada and US tax) as well as financial reporting changes for Not-for-profits and Public Sector financial statements is important to her. She received her CA designation in 2012 which built on many years of experience with all levels of financial reporting. She is a past board member/treasurer of the Saanich Peninsula Chamber of Commerce (2015-2019). She enjoys sailing around the local gulf islands, cycling the Peninsula or hiking local parks.
Diana Franklin - Accounting Technician
Diana has completed her CPA education and has recently returned from maternity leave. She completed her Bachelor of Business Administration, Accounting Major at Camosun College in October 2014. Diana assists our clients with various bookkeeping training in QBO, Quickbooks and Sage as well as working on audits and year ends. She also prepares complex tax returns. She enjoys spending time with her family.
Lindsay Scarborough - Accounting Technician/Tax Preparer
Lindsay has a solid tax knowledge in Estates, Trusts and personal tax return. She prepares complex personal tax returns with complicated investments and also prepares U.S. returns as well as year ends. Lindsay appreciates the delicate nature of Estates and is conscientious in the needs of the executors and beneficiaries. Lindsay has completed her Bachelor of Business Admin from Camosun College.
Ester Bowers - Accounting Technician/Tax Preparer
Ester is one of our most recent members of our team, joining Paterson Henn CPA in January 2020. She completed her Bachelor of Business Administration, Accounting Major at Camosun College in August 2020. She is currently in the CPA program. Ester works with our clients in bookkeeping with Quickbooks, QBO and Sage50. She also prepares tax returns and assisting the partners in various aspects of their engagements.
Georgalea Hendry - Bookkeeper
Georgalea is a part-time bookkeeper for our firm who who works with recurring bookkeeping clients and bookkeeping projects to bring our clients up-to-date with their records. She works with both Quickbooks and Sage 50 (Simply Accounting) and is a conscientious bookkeeper with a solid knowledge in payroll, GST, PST and other requirements.
Kathy Anderson - Administrative Assistant
Kathy is the most recent member to join our team with several years’ experience working in administration. She is nearing completion of a certificate in Business Administration and will be continuing her education with a focus on Accounting. She enjoys interacting with clients and looks forward to tax season each year.
EMAIL: email@example.com or firstname.lastname@example.org
In addition to our regular staff, we have an important team of contractors, working with the partners and staff in assisting our clients.
Sandra Boyd, CPA, CGA, Janet Hunt, CPA, CA, CGA and Elaine McKerracher, CPA, CGA all assist us with a variety of engagements. They each bring their knowledge and expertise from their professional backgrounds and continue to be CPAs in good standing. They can be reached directly or through admin.
Please email or call 250-656-7284 (Press 1 for Admin) to book an appointment!