Lana Sheppard

Checks n Balances Business Services president, Lana Sheppard, and her knowledgeable team do everything they can to enable small and medium-sized businesses to maximize their success, contribute to the community’s economic growth, and develop into valuable corporate citizens.

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 and Quicken 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.



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