Founder & CEO
Lisa spent her early career in public practice accounting, helping small to medium sized businesses with tax planning and year-end compliance. Lisa noticed a big problem in the market when she was working with fast-growing startups: there was a clear limit to how much a traditional CPA firm could help them, but most of these companies were also years away from hiring an in-house accounting and finance team. Lisa saw room for a firm that bridged the gap between what a traditional CPA firm could offer and what a full-time, in-house finance team could do. That’s where FrontierCFO began.
Since founding FrontierCFO in 2018, the most exhilarating part of Lisa's journey has been bringing together an incredible team to learn from and collaborate with. Working alongside them to solve tough challenges, help startups make important data-driven decisions at the earliest stages of growth, and help build the companies of tomorrow has been beyond rewarding.
Lisa lives on a rural acreage on Vancouver Island in British Columbia, where she dabbles in homesteading activities with her family, including dogs, cats, and hens. Lisa has found that the juxtaposition of the fast-paced startup life with the rural homesteading life forms a beautiful synergy, which surfaces unique insights into the world and the way we live.
IT & Operations
Ali’s diverse background ranges from customer service, to working in the hospitality industry, to installing network systems, providing him with a unique perspective that helps him tackle many of the operational challenges FrontierCFO faces as the team continues to grow. Whether it’s delivering an awesome computer equipment package to a new team member, troubleshooting a technical IT issue, or auditing recurring expenses, Ali thrives when solving problems and implementing creative solutions.
For as long as he can remember, Ali has been an avid enthusiast of robotics and electronics. Whether it’s repurposing discarded motors and battery banks or building custom electrical circuit boards for holiday lighting, he can be found constantly tinkering with endless projects in his workshop.
Senior Virtual Accounting Associate
Brielle has a mind for numbers and problem solving, and one thing she loves about the accounting profession is that it can sometimes feel like professional puzzle solving. She's inspired by the collaborative environment at FrontierCFO, appreciates the constantly-changing nature of accounting and finance, and relishes the opportunity to learn from every new project. Brielle's communication style is simultaneously personable and professional, allowing her to build meaningful and lasting relationships with her clients.
Born and raised on Vancouver Island in British Columbia, Canada, outside of work Brielle enjoys camping, travelling, scuba diving, and spending time with her family and pets.
With a strong knowledge of accounting standards and tax principles, Caitlin is able to clearly communicate the details in an accessible way to her clients. With 7 years of experience, Caitlin started her career in banking before moving to a mid-sized public accounting firm where she built a client base of small businesses and entrepreneurs helping them navigate their changing needs and supporting their evolving business goals. Passionate about helping businesses grow, Caitin is excited to be able to use her experience to support her clients through strategic planning and execution.
A curious and analytical thinker, Caitlin brings a solutions focused approach to problem solving for her clients. She sees where her clients have been and turns that into a strategy to get them where they want to go. She brings her strength in future planning and forecasting to provide clients with the best information to make effective strategic decisions. Caitlin believes that building relationships with her clients makes it possible for her to best serve their changing needs and delights in experiencing their successes along the way.
Caitlin works surrounded by the sweet smell of coffee beans as the co-owner of a local coffee roastery. Exploring new interests is a key part of Caitlin’s life, she is currently pursuing her second degree and finding new live music events to attend as things start opening up again. With Fitz (her Weimaraner dog) and Lola (her Himalayan cat), Caitlin lives in Ontario with her family.
Senior Virtual Controller
Catalina helps small to mid-sized businesses understand and plan their finances better, with a keen eye for cash flow planning, due diligence, financial analysis, tax planning and compliance. She's passionate about helping businesses reach their financial goals while dealing with the challenges of rapid growth, and has particularly enjoyed helping her clients through exciting milestones such as successful business acquisitions.
Outside of work, Catalina enjoys travelling the world and experiencing different cultures, as well as spending time with family and friends outdoors during the nice summer days.
Cynthia has a broad range of experience helping companies achieve their financial goals. She has performed audits for small to medium sized companies for public accounting firms, worked as an accounting and financial projects consultant for Fortune 1000 companies across the United States, and worked as a controller at a fast-growing start-up.
Cynthia thrives on the challenge of a new project and finds great satisfaction in creating value for her clients while helping them achieve their organizational goals. She is a results-driven leader, an enthusiastic learner, and credits much of her success to the great relationships she builds with clients, colleagues, and industry peers.
Outside of work, Cynthia is a proud wife and mother, and can often be seen with her camera in hand. She loves to travel and is an aspiring yogi.
People Operations Manager
After spending 10 years as a managerial accountant, Diana pivoted to HR, following her passion for helping organizations shape cultures that enable people to do their best work! Diana firmly believes that when a company makes its people their first priority, its success will follow. Her previous experience at a tech start-up focused on building their people & culture function from the ground up, helping them be named Top 75 Employer in Alberta.
Diana is excited to contribute to the next phase of strategic growth of the People Operations function as FrontierCFO continues to scale. By embracing the future of work in a remote world, Diana is focused on driving an inclusive culture and developing their team to execute the company's long-term vision. Her deep commitment to building scalable solutions that support the team and the company's guiding vision will ensure our clients continue to have the best possible experience.
Since Diana is in Edmonton, what you'll find her doing outside work depends on the season. In the warm summer months, she'll be getting in a round of disc golf or spending time with her husband and daughter at their campsite on Buffalo Lake. Once the temperatures drop, she'll be snuggled up with a glass of her favorite red wine, bingeing the latest Netflix documentary or sci-fi series.
Virtual Bookkeeping Associate
Ian is focused on using his broad and comprehensive knowledge of financial procedures and keen eye for detail to provide fluid and transparent bookkeeping services for his clients. He brings a positive and forward-thinking attitude to each project, and endeavours to leave his clients satisfied and happy. Ian's enthusiasm and cheer is contagious, spreading smiles and laughter to everyone he collaborates with.
Outside of work, Ian enjoys spending time outdoors, enjoying all that Vancouver has to offer, and playing board and video games with his friends. A chilled glass of Pinot Grigio and a fierce game of Catan with friends is a Sunday well spent.
Virtual Payroll Specialist
Bringing more than 20 years of Payroll management experience and a diverse background of industries, Lori is passionate about payroll and is committed to excellence in her work. A stickler for the little things, she is precise in process and persistent in problem solving knowing the importance of getting it all right the first time.
Beyond a paycheque, payroll is a way to support and help employees on a deeply personal level, walking with them through the ups and downs of life. With a focus on the needs of both employee and employer, Lori uses her strong communication skills and deep understanding of payroll compliance to ensure that her clients are supported at every stage of growth.
After hours, Lori loves playing golf, drinking wine and gathering with friends. An avid crafter, she enjoys quiet time reading at her off-the-grid camp in the back country of Nova Scotia. A passionate member of her community, she is a co-founder and active member of a local women’s network and support group that focuses on female entrepreneurship and local business.
Mat has worked in public accounting for several years, helping small to medium sized businesses with their tax and compliance needs. His knowledge of cloud-based accounting systems has allowed him to help clients transition from traditional desktop software and benefit from seeing real-time financial information. He believes building strong relationships based on trust and understanding is what allows him to add the most value when working with clients.
A keen eye for reconciliations and variance analyses, Mathieu is able to anticipate issues before they arise. Bringing an analytical mindset, he is able to create financial models that support the ongoing growth of his clients.
When he’s not working, Mat loves spending time with his family and friends. He enjoys trying new restaurants (or revisiting his favourite burger place) and checking out the local wine bars in Toronto. His favourite meal of all time is poutine, he’s always on the hunt for a version that tops his favourite at Rudy’s.
Senior Business Analyst
Monet has been in the accounting and finance industry for over a decade, working in various roles while specializing in process building and streamlining. With a view to constant evolution, Monet has turned this passion for learning into a career built on making it possible for her teams to work smarter not harder.
Supporting Frontier through our rapid growth, Monet is finding order in our chaos while building out the internal infrastructure that will allow us to continue to grow and support our amazing clients. With a keen eye for efficiency, Monet is skilled at seeing the big picture while addressing the immediate issues.
This life-long passion for learning spills into her personal life, she enjoys learning skills that increase her self-sufficiency both in practical terms (DIY house renovations) and more fun endevours (bath bomb making!).
Senior Virtual Accounting Associate
Oleksandra is eager to use her technical and personal skills to meet the needs of her clients while developing long-term relationships built on trust. She is passionate about learning and keeping up to date with new software and communication tools, and she’s passionate about using those tools to help companies automate their processes and reach their strategic goals. Oleksandra enjoys working as part of a team and approaches every new project as a learning opportunity.
Outside of work, Oleksandra enjoys travelling around the world and discovering new cultures. When she isn’t doing that, you can find her playing tennis and taking long bike rides.
Virtual Bookkeeping Associate
Sanya firmly believes that accounting isn't just numbers that tell you where you've been, but an important tool in the road to where you're headed. With over ten years of bookkeeping and operations experience, she's focused on helping her clients navigate challenges and achieve their success. Her specialty has been shaping operational standards and synthesizing ideas into practical solutions.
Through a love of technology exploring new apps - Sayna supports the back end financial processes to ensure a smoother overall experience for her clients. Finding new ways to make it easier for them to get back to their big ideas and big dreams! Her love of solving challenges has given her a diverse range of business and accounting experience with industries from SaaS companies to not-for-profits.
In the evening, you can find her adventuring with a book or a game and spending time with family and friends.
Tsveta has always appreciated the challenges of an ever-changing business environment, and is focused on channeling her accounting and finance expertise to help her clients make informed and constructive business decisions. Dedicating herself to the intricacies of operational realities and business needs, Tsveta aims to contribute meaningful information and financial foresight that today’s leaders can use to achieve and surpass their goals.
When her business hat comes off, Tsveta’s playground expands to the world around her. She has traveled to more than 20 countries, working, staying with local families, learning about their daily ups and downs, and partaking in traditions and festivities. That authenticity and desire to connect and uplift is what guides Tsveta every day.