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Peter Berry - Welch LLP. Ottawa, ON, CA

Peter Berry Peter Berry

CPA, CA, TEP, Manager | Welch LLP

Ottawa, ON, CANADA

Accounting and Advisory specialist to owner-managed businesses and not-for-profits

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Biography

Peter Berry joined Welch in 2010 as a full time employee after graduating from Queen’s University with a Bachelor of Commerce and a Masters Diploma in Accounting. Peter received his Chartered Accountant designation in 2011 and became a member of the Society of Trust and Estate Practioners in 2015.

His experience includes assurance and business advisory services to owner managed businesses (particularly in the retail and real estate sectors) and non-profit organizations (particularly national associations and condominium corporations). Peter also works in the area of estate planning and compliance.

Aside from working with clients, Peter plays an active role in the recruitment and development of Welch’s new staff.

Industry Expertise (4)

Accounting Non-Profit/Charitable Retail Real Estate Services

Areas of Expertise (4)

Condominiums Not-For-Profit Management and Accounting Real Estate Tax Trusts and Estates

Accomplishments (2)

Manager - Welch LLP (professional)

As a manager, Peter works directly with privately owned businesses in many industries, not-for-profit organizations and estates. When working with clients, he advises on optimal business strategies, tax planning and compliance.
He also is a member of Talent Management Committee, where he helps the firm recruit and retain quality staff members.

Treasurer - Children's Hospital of Eastern Ontario Volunteer Association (professional)

The Volunteer Association of CHEO organizes close to 500 volunteers within the hospital. The Association promotes volunteerism and supports patients, families and hospital staff in all the little ways that are so important in difficult times.

As Treasurer on the Board of Directors, Peter oversees all budget and financial requirements to ensure the Association has the resources it needs to support the volunteers and the hospital.

Education (3)

Queen's University: Master Diploma in Accounting, Bachelor of Commerce 2010

Canadian Institute of Chartered Accountants: CPA, Chartered Professional Accountant 2011

Society of Trust and Estate Practitioners: TEP, Trust and Estate Practitioner (TEP) 2015

Languages (1)

  • English

Testimonials (2)

Christine Jade, Senior Condominium Manager | Strata Management Inc.

Peter Berry of Welch LLP has always readily offered sound advice with respect to any questions we have had pertaining to the condominium corporation accounting field. I know that I can count on Peter to provide any information and answer any questions we may have with respect to our clients needs. I have recommended and will continue to recommend Welch to existing and new clients as our working experience with Welch has been very positive. We have been using Welch LLP for the past 15+ years. Peter has even been out to Board meetings to respond to the Directors' questions/concerns they may have.

Jasmin Lidington, Executive Director | Canadian Association of General Surgeons

Working with Welch compared to our last auditing firm is like night and day. The entire staff at Welch including Peter Berry, who has been my go-to contact, has been very helpful. He structured our company in the most efficient way possible which in turn saves us money every year. Welch has lifted the burden of our tax and accounting activities. Welch has a great reputation and was highly recommended by our bookkeeper - it was an easy decision. Welch could be best described as professional, timely, and friendly. I look for people who are approachable, friendly and who speak my language - not just accountant speak. Welch has been very effective for us.

Style

Availability

  • Keynote
  • Moderator
  • Panelist
  • Workshop Leader
  • Host/MC
  • Author Appearance
  • Corporate Training

Fees

0 to 10000 *Will consider certain engagements for no fee
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