Elevate Financial Group
Maureen Lai, CPA, is an experienced accounting professional currently serving as Co-Founder of Bagel Day since April 2024 and as an Onboarding Accounting Specialist at Elevate Financial Group since November 2023. Prior positions include Senior Accountant and Corporate Accountant at Hootsuite from January 2021 to November 2023, as well as Senior Accountant and Staff Accountant at EY from September 2018 to January 2021. Maureen participated in the Leaders of Tomorrow mentorship program at the Greater Vancouver Board of Trade from August 2017 to August 2018 and has prior experience as an Administrative Assistant at Brainbridge Bilingual Education and Fine Arts Centre and as a Customer Service Representative at Blenz The Canadian Coffee Company Ltd. Maureen holds a Diploma in Accounting from The University of British Columbia and a Bachelor of Science degree from the same institution, with CPA designation achieved between 2018 and 2020.
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Elevate Financial Group
Welcome to Elevate Financial Group. We're not your typical accounting firm. We don’t use jargon. We’re not stuffy. And we believe simple is beautiful, and that’s what we strive for. We specialize in empowering small business owners like you with tailored financial solutions. Our goal is to help you succeed by building a strong financial foundation. No matter where you’re at in your growth journey, we’re here to provide unwavering support. We’ve got you covered with our comprehensive range of services, which includes: - Fractional CFO Services; - Bookkeeping; - Financial Reporting; and - Financial Planning & Analysis. At Elevate Financial Group we pride ourselves on exceptional service. I know, I know, you’ve probably heard that countless times. But it’s true. Money is the backbone of your business and your livelihood - we get it. That’s why we offer a personalized approach - deeply understanding your unique needs and providing customized solutions. Our technology-driven solutions empower you to stay ahead, leveraging innovative tools and real-time insights. We take pride in our prompt support, with a dedicated team ready to assist you. Ready to grow your business? Let's connect and explore how we can help you achieve your goals. Let us handle the accounting and finance tasks, allowing you to focus on what you excel at most – running your business.