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About Us
Since our founding in 2016, we have worked to support business owners like you in achieving their goals. We offer a wide range of consulting services, with the necessary tools and expertise to help you grow your business. We work with our clients to meet their needs while integrating new ideas, developing effective strategies, and planning for the future.
We're located in Calgary, AB and work with businesses across Canada.
Mission statement
To empower entrepreneurs and teams in the small business sector with tailored consulting and accounting services.
We help entrepreneurs understand their business story by providing the context needed for informed decision-making. Our unwavering support, rooted in collaboration and empathy, ensures we handle the backend complexities so owners can focus on growing their business. At First and First, we are not just service providers; we are partners, committed to the success of their ventures as if they were our own.
Our Team
Heather Grant
Founder & CEO
Heather founded First and First in 2016, building a business on a genuine commitment to the financial well-being of entrepreneurs. With an accounting career spanning diverse industries from construction to tech, she brings a unique understanding of both enterprise and small business environments.
Heather specializes in operational accounting, forecasting, and strategic problem-solving, helping clients turn their dreams into measurable financial targets. She provides crucial support for decision-making and acts as a liaison with bankers, investors, and other professional service providers. Heather's in-depth understanding of the EOS (Entrepreneurial Operating System) model allows her to be a catalyst for change, helping businesses gain clarity and focus.
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Toni O'Donnell
Controller
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Amy Fossheim
Senior Operational Bookkeeper & Client Services Lead
With over 20 years of comprehensive experience in financial reporting and accounting, Toni leverages her experience to prime the financial operations of your company for success. Having honed her skills in analysis, reporting, and compliance, she consistently delivers accurate and timely insights to support your growth and foster informed decision-making for your small business.
Amy has over a decade of experience in small business operations, emphasizing on maximizing operational efficiency and streamlining processes. Specializing in optimizing workflow solutions and software implementation, she is dedicated to delivering you personalized customer service and client care to empower you to reach your company’s goals.
Trevor Batchelder
Consulting Controller & Client Services Lead
Having spent 25 years in the heavily regulated Wine and Spirits industry and holding various roles, including Executive Leadership roles, Trevor exemplifies a keen eye for detail. Through his experience, he can help you navigate the complexities and nuances of HR, sales structures, budgeting, people management, financial reporting, and payroll/controller services in the US and Canadian markets.
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Melissa Royer
Operational Bookkeeper
As a dedicated Bookkeeping Consultant with over 15 years of experience in various accounting roles across multiple industries, Melissa has gained an in-depth understanding of business operations. Her expertise and valuable knowledge help businesses like yours to develop comprehensive training libraries and systems for QuickBooks Online, prepare personal & sole proprietor tax returns, and create internal procedures tailored to your company's specific needs.
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Serena Wilson
Operational Bookkeeper
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Alerma Yorong
Operational Bookkeeper
Serena has over 20 years experience in accounting in the oil & gas industry. With a strong financial accounting background, Serena ensures your business has the transparency it needs by preparing, analyzing, and presenting insightful financial statements in strict accordance with the appropriate accounting framework and compliance.
Alerma is a detail-oriented bookkeeping and financial reporting professional with over seven years of experience across multiple industry sectors. As a Certified Public Accountant (Philippines) with a Canadian Business Administration diploma, she leverages her knowledge to empower business owners to succeed. Alerma’s accuracy, dependability, and quick adaptability help entrepreneurs thrive with clean, clear, and timely financials.
Jacqueline Alcorn
Operational Bookkeeper
Backed by 20 years of experience in administrative coordination, Jacqueline uses her experience managing complex workflows and client communications to ensure accurate and timely bookkeeping, accounts payable, and financial reporting. Jacqueline excels at creating structure and clarity in financial systems, helping business owners feel confident that their backend operations are under control.
Angellie Babon
Operational Bookkeeper
With a Business Administration Diploma program, a major in accounting, and a Bachelor's degree in Hotel and Restaurant Management, Angellie brings over a decade of diverse experience in customer support, team leadership, financial administration, and small business ownership. She uses her expertise to provide small businesses with reliable, organized finance support—from invoice processing to reconciliations—to lighten entrepreneurs' administrative load.