Forbes Andersen Technology is owned and operated by professional accountants and finance people with over 100 years of financial management and accounting experience.
We have been on the other side of the fence and understand the frustration of financial reporting, data accumulation and organization, budgeting, time management, and the difficulties involved in tracking financial and non-financial KPIs.
Our team of Sage Intacct Certified Implementation Specialists will work with you to assess your needs and find you the right software solution. If we think that Sage is right for you, we will implement it using best practices to meet your organizational goals.
We are committed to achieving the highest level of client satisfaction and believe that our team-based approach maximizes the value of the services we provide to our clients.
Let our inquisitive, dedicated people be your partners on your journey.
Customer / Partner Relationships
In today’s competitive marketplace, relationships play a major role in choosing your financial system suppliers. You must feel confident in their technical abilities, but even more importantly, you should enjoy working with them and be comfortable enough to trust them with sensitive information. Our business model revolves around long-term relationships with our customers since we believe that a long-term relationship provides the foundation for superior advice.
Vision and Project Success
Our approach focuses on understanding our customers’ financial management goals and providing advice centred around providing visibility into those goals, in real time, based on each individual customer’s specific needs. It has been our experience that a cookie-cutter approach to system implementation and planning is insufficient. In most cases, customer-tailored solutions are required.
Meet Our Team
After majoring in Accounting at Ryerson University, Glen joined the team in 1999. He loved it so much he came back in 2018, this time as a partner. Glen has many impressive talents, like seeing the big picture, high quality standards & attention to detail, and saving clients’ money. Having specialized in Media & Tech for 22 years, he’s a member of the Canada Film Center & the Canada Media Producer Association. It might sound cheesy, but Glen truly cares about his people and is always looking for ways to help clients cut costs, spend more time with family, or grow their business. Glen believes in continuous improvement, including learning better systems that improve clients’ lives, like Sage Intacct. Accounting certainly isn’t his only forte though! Somehow he also has time to be a tea snob, Midnight Madness Movie fanatic, photo enthusiast, cryptocurrency expert, antique car driver, & hydroponic farmer.
Paul has 25+ years of expert experience & is just getting started. After becoming a successful sales & marketing entrepreneur, Paul changed gears slightly and moved into the exciting world of FinTech. He obtained his Canadian & U.S. accounting designations at the University of Toronto & joined Forbes Andersen Inc. Paul has also served as a financial officer at various public and private companies over the past 25 years and understands the struggles associated with information technology and reporting inherent in the majority of accounting systems. In his current position as Director of Marketing, he brings the best of both worlds by balancing his Sage Intacct exuberance with rare real-world experience. When Paul isn’t in the office, he happily celebrates his Canadian heritage by coaching youth hockey in the local community.
Lori specializes in US-Canada cross-border taxes, multi-entity financials, and optimizing technology stacks. She doesn’t stop there. She also helps clients understand tax and financial implications and provides advice on how clients can best leverage Sage Intacct. Lori has happily been with the Forbes Andersen Technology team since 2005, and had the support of the other partners, for her entire career. Her favourite area of work is helping clients navigate real-world situations while coaching on tax implications, like family trust funds, business expansions, and investment property acquisitions. She excels at finding ways to minimize taxes in the ever-changing US and Canadian tax regulations. Outside the office, she travels as much as she can while spending time with her spouse and two young children.
If you’re looking to optimize Sage Intacct, you look to Mike. Leveraging his process improvement expertise, he collaboratively finds ways to close internal reporting & budgeting gaps. After studying Bachelor of Administrative & Commercial Studies at Western University, he joined the firm in 2004. He feels lucky to have been with the company for 18 years as it gave him a place to advance his personal & professional growth. With the introduction of Forbes Andersen Technologies, he looks forward to building long-term diverse relationships while also continuing to help clients reach their financial goals. Outside of business, Mike is always on the go, playing hockey & riding his bike. He somehow also has the energy to coach & cheer on his kid’s sports teams!
Meet Nart: the clever guy who manages consulting, financial management, bookkeeping and taxation services for small and mid-size businesses. He joined the team in December 2019 and has been killin’ it ever since. Nart spent the 10 years prior servicing mostly media & technology businesses in NYC, all while hearing about the fast growth these industries were having in Toronto, his favorite city. He’s excited to see T.O. becoming a tech hub & loves helping clients prosper & grow through improved business management technology and accounting practices. Nart has an MBA with a major in accounting from Clark University and brings a lot of practical expertise to our clients. He loves working with creative & savvy people and thrives on helping his clients achieve their full potential. Outside of work, Nart enjoys jazz music (well, basically all music), and tries to spend his spare time in nature among the mountains.
Julian is a reporting, payroll, corporate and sales tax rockstar. He joined the team four years ago and immediately proved his knack of finding proactive ways of working in a virtual environment. He instills this mentality in others and encourages the team to adopt efficient electronic processes. He enjoys the variety of opportunities and projects he’s involved in as they keep him on his toes. Julian was first class standing with honours in a Bachelor of Commerce degree from Lakehead University, as well as he’s currently completing three years in the CPA IN-DEPTH Tax Program. On his leisure days, Julian makes his health and well-being a priority by consistently hitting the gym and playing with his loveable, but mischievous, foster cats.
Ioana has had a penchant for all things tech ever since she left Romania where she taught a variety of software to university students. She’s been with Forbes Andersen for over 3 years & recently decided to expand her repertoire to help with sales, implementation, & advisory of Sage Intacct. Ioana received her Bachelor of Economics at the University of Transilvania of Brasov & is working on her CPA in Canada. Give Ioana a problem, and she’ll solve it with a smile. She excels at finding ways to make reporting & analysis more efficient so that companies improve their overall financial growth. We count on Ioana for the best way to digitally organize clients’ financials within their software. Outside of work, you can find Ioana spending time with friends, & meeting new people while getting lost in the big city.
Jamie is the implementation guru at Forbes Andersen Technology. He’s awesome at helping clients figure out what they need from technology and thrives on making sure clients get the most out of their Sage solution. After obtaining his undergrad at the University of Toronto, he moved on to the Master of Management and Professional Accounting program. Four years ago, and straight out of university, he was headhunted by Paul Andersen to join the team and immediately fit in. Jamie’s professional happy place is helping companies prepare their financial statements, and his personal happy place is traveling the globe and tasting all the delicious cuisines in the world.
John, a movie-buff turned accounting extraordinaire, brings experience with bookkeeping, compilation, audit working papers, and corporate taxes to his Sage Intacct implementations. He enjoys helping clients simplify their financial reporting because it gives him the opportunity to apply his skills learnt in CPA into the real-world. John has been with the team for almost three years, having graduated from Wilfrid Laurier University, and successfully wrote his CFE exam in May 2022. He’s working towards his CPA and is coming up with ways in which to celebrate this once he’s done. John lives a balanced life by exercising and watching movies from the comfort of his sofa.
Silvia’s love & fortitude for numbers & tech naturally brought her into the accounting biz. She spent 10 years mastering film & TV industry accounting, including all phases of production. Her detailed knowledge of day-to-day accounting allows her to truly understand clients and help them get more from their ERP solutions. She enjoys working with a variety of companies, where she can leverage her unique expertise and see the impact of her work, all while continuing to expand her knowledge. Silvia’s knowledge of accounting software, like Sage Intacct, isn’t her only specialty. She’s also a self-proclaimed bookworm. Mostly snuggling up with inspirational, spiritual, & financial management books that help her gain motivation in business and life.