Accounting for Non-Accountants Workshop

Welcome to the Accounting for Non-Accountants Workshop!

Money matters—both in business and in life. Join us for an insightful workshop led by Kal Grewal, CPA, founder of Realtime CPA Inc., with guest speakers Jen Thaker and Anu Sandhu. They will provide essential financial and legal strategies to help you safeguard your business and personal wealth.

What You Will Learn:

• Accounting for Non-Accountants – Learn how to read balance sheets and profit and loss statements and manage cash flow with confidence.
• Marriage & Cohabitation Agreements for Business Owners – Understand how unexpected business growth can impact personal relationships and why legal agreements matter.
• Financial Planning for Individuals & Business Owners – Gain expert insights on budgeting, tax strategies, and long-term financial success.
  

About Kal:

After nearly two decades of honing her skills in the finance departments of major Canadian corporations like Jim Pattison, Teck, and Saputo, Kal leveraged her extensive experience to establish her enterprise. Her deep understanding of industry dynamics, gained from pivotal roles in IT projects at Intrawest and Boston Pizza and from teaching at Vancouver Community College, equipped her with the unique insights necessary to innovate in accounting. In 2018, this rich background culminated in the founding of Realtime CPA Inc., a cutting-edge cloud-based accounting firm.

About Anu:

Ms. Sandhu is a family lawyer of 15 years, a collaborative practitioner, legal coach, and mediator. Her focus is to assist individuals to reach out of court resolution and to create dependable and individually tailored agreements, be it in the circumstances of cohabitation, marriage or separation.

About Jen:

Jen Thaker, founder and Professional Financial Advisor at Thaker Financial Inc., is ranked as a leading advisor in Canada. Thaker Financial Inc. is a boutique firm specializing in strategic financial planning for professionals and business owners.

Jen empowers clients to achieve financial security and freedom by integrating expertise in tax strategies, corporate planning, retirement, insurance, and investments. She believes deeply that health and wealth are interconnected, a philosophy she embodies in her concept of the Big Beautiful Life. This philosophy is rooted in gratitude, connection to nature, self-reflection, self-compassion, and community. Jen is currently writing her book, The Big Beautiful Life. Jen's background includes psychology studies at UBC, and she holds certifications in Yoga Teacher Training (YTT) and Reiki.