Founder, OTG, CFO On The Go
After spending close to 10 years in the Oil & Gas Industry working for both public and private companies, Shauna felt the desire to move into a position where she could help people. This decision led her to the CA School of Business where she worked towards her CA (Chartered Accountant) designation. Shauna articled with two accounting firms, the latter being Matthews Group LLP where she was appointed Associate in January 2011 and Junior Partner in January 2012.
Working with The Matthews Group gave her the opportunity to work with amazing mentors who encouraged her to ask questions and understand the needs of the client. Shauna’s focus was working with entrepreneurs and their internal accountants helping improve their systems, processes and overall reporting. As a skilled Chartered Professional Accountant, Shauna’s strong desire to help others achieve ultimate success and to reduce the stress that comes with accounting led to the creation of Frederick OTG. Shauna’s mission is to make a difference in her client’s businesses; to help them grow stronger than ever as an on-the-go CFO that takes the frustration and anxiety out of the accounting unknowns, helping entrepreneurs navigate the financial and accounting challenges that come with running a business.
Working alongside entrepreneurs, Shauna saw the financial literacy and more importantly financial confidence lacking in many entrepreneurs. Understanding the key role that financial literacy training plays in helping entrepreneurs build financial confidence and ultimate business success, she partnered with a former banker, Shannon Pestun where together they created The Finance Cafe. Through female-friendly pedagogy and support, The Finance Cafe is offering a Financial Literacy Program bringing gender based perspective to financial literacy training.
Shauna is currently working with CPA Canada on a Value Creation Proof Of Concept Initiative as well as providing input into the overall CPA Competency Map
Shauna’s volunteer time includes volunteering for The Women’s Entrepreneurship of Alberta Foundation, Junior Achievements of Canada, The Canadian Women’s Foundation and 10 years with the Famous 5 Foundation where she co-lead the creation and delivery of a Girls’ Leadership Program, a 5-week program focused on building leadership skills in girls.
Shauna is passionate about entrepreneurship, diversity and advancing the rights of women and girls.
GAB LAB EPISODE //
Episode11 // Eight Fundamentals to Decoding Financial Statements
Profit and Loss Statements