Founded in 2006, Checks ‘n’ Balances Business Services began operations with one goal in mind, providing companies with the services and tools they need to maximize their potential. Co-owners Lana Sheppard & Linda Ball bring with them years of education and experience, which provide them the ability to professionally and accurately oversee all of your companies bookkeeping, payroll, and tax preparation needs.

 

Lana Sheppard, Partner

In 2002, Lana decided to become a self-employed entrepreneur. Having had the opportunity to work for many excellent businesses over the past 25 years, she recognized that by sharing her extensive cross-functional knowledge of bookkeeping, inventory and business management, she could help businesses grow.

Lana’s credentials include a high honours diploma in Business Administration, courses in Certified Production Inventory Management and Accounting. She has experience in various computer programs including Simply Accounting, Quickbooks, AccPac, JDE Edwards andQuicken and is proficient in Microsoft Word and Excel.

Lana has an extensive background in the area of Supply Chain Management. This includes offshore buying, inventory implementation (Kanban, JIT, MRP), manufacturing processes, vendor managed inventory management, supply chain strategies and process improvements. As a strong believer in LEAN practices, she believes all business owners need to reduce the waste in processes to ensure that effective lean management allows a company to meet or exceed the customer’s expectations at the same time maximizing the company’s net profits.

Her work experience includes Office Manager for an office furniture manufacturer, Inventory Controller for a steel distributor, Office Manager for a cigar manufacturer, Purchaser for an HRV manufacturer, Purchaser for a heating wholesaler, Materials Manager for a fabric building manufacturer, Buyer/Inventory Controller for a hardware importer and an Accounting Technician for a swine research facility.

 

Linda Ball, Partner

Starting Checks ’n’ Balances Business Services was one of Linda’s dreams as it offered the flexibility to work her own hours at home or at the client’s office, as well as the opportunity to meet and help people from different businesses.

In 1979 Linda started her career as an accounting technician in public practice until she received her accounting designation in 1982. For the next 14 years she worked in public practice doing accounting for small- to medium-sized businesses. After her years in public practice she has been the Director of Finance for a Health District, Hamlet Administrator, Fire Account Clerk for the government, financial consultant for a northern hospital and Manager of Finance for a University of Saskatchewan associated research facility.

Linda has gained extensive experience in bookkeeping, payroll including filing T-4 and Workers’ Compensation forms, GST filing, working paper file preparation, journal entries and reconciliations for year-end financial statements and corporate and personal tax planning and return preparation. She is experience in various computer programs includingAccPac, Simply Accounting, Quickbooks, Caseware, TaxPrep, QuickTaxand Quicken. She is also proficient in Microsoft Word and Excel. Linda has maintained her knowledge-base through numerous courses in accounting and business as required by her accounting association.