Kathy Steffan

CPA, CA
Partner
Toronto

“My passion for Welch stems from the highly energetic and entrepreneurial approach we use in managing our own business. This translates into providing innovative solutions for sustained growth, profitability and stability of our clients.”

Kathy Steffan’s experience has focused on a broad range of private client engagements and solutions including Assurance and compilation, Outsourced CFO/ Controllership, Virtual Accounting Office, Foreign Business coming into Canada, and Start-up enterprises. In addition, she has significant experience providing assurance and advisory services to Government funded and Not for Profit organizations; and been involved with Initial Public Offerings (IPO’s).

Kathy was recruited to Welch to head up the brand new Toronto office which opened in 2011. She graduated from the University of Toronto with a Bachelor of Commerce in 1979 and obtained her CA designation in 1982. Her experience before Welch LLP includes Ernst & Young (Clarkson Gordon) 1979 to 1982; Murray Keeso 1982 to 1983; Sole Practitioner 1984 to 2004; Lannick Group of Companies 2004 to 2008; Fuller Landau LLP 2008 to 2011.

Quick Facts

Joined Welch in

2011

Education

Bachelor of Commerce, University of Toronto

Associations

Canadian Society of Association Executives (CSAE), Canadian Franchise Association, Building Industry and Land Development Association (BILD), The National Club

Specialties

Not-for-Profit Assurance and Advisory; Franchise Industry; Foreign Business in Canada; Virtual Accounting Office; CFO/Controllership Solutions; Start-up enterprises

Favorite quote/ Words of Wisdom

Be fabulous!

Community involvement

Board member and Treasurer of the National Club; Board Member of CSAE Trillium Chapter; Charity Gala Committee (BILD)

Hobbies/ talents

Fitness fanatic (swimming, running, yoga, golf); entertaining and preparing gourmet meals for family and friends

Favorite books (or authors)

Author- John Grisham

Most memorable vacation

Wedding in Ireland

Favorite music

Beatles & Lucinda Williams

Favorite movie

Favorite movie

Personal accomplishment/ most proud of?

My four wonderful kids!