Phil Cowperthwaite formed Cowperthwaite Mehta with his partners after 10 years with Ernst & Young both in Toronto and overseas. Since 1986 he has chosen to specialize primarily in providing financial management, auditing and tax services and advice to service based not-for-profit organizations in the greater Toronto area. His team, comprising Sharon Mugford and Janet Roeder, currently provides auditing and accounting services to over 100 childcare centres, a number of children’s mental health and community centres and numerous other not-for-profit organizations.
Since 1986, Phil has been actively involved in setting auditing and assurance standards with the CICA. Since 2006 he has been the Canadian nominee on the International Audit and Assurance Standards Board and is currently a member of its steering committee. He served as a member of the Canadian Auditing and Assurance Standards Board (AASB) from 1997 to 2000. He has also been a member of both the AASB’s Audit Risk Advisory Group and of a group writing a CICA audit technique study entitled Audit of a Small Entity.
Roger Mehta spent four years with KPMG in Toronto before forming Cowperthwaite Mehta. His practice includes dealing with owner-managed small businesses in various industries including film, advertising, marketing and promotion, professional services and franchises. His practice also includes the audits of a number of not-for-profit organizations including condominium corporations, housing co-ops and various not-for-profit organizations and charities in the arts community. His team members are familiar with the particular concerns and reporting requirements unique to these organizations. Roger and his professional staff, Bruce Barber, Edmond Leung, and Linda Stewart assist many of his clients with both their personal and corporate income tax planning and general compliance with various government filings. Roger’s team also provides assistance with personal income tax and other tax compliance requirements to many self-employed individuals.
Barb Scott worked primarily in audit for Ernst & Young for 16 years before joining Cowperthwaite Mehta in 1997. Barb currently provides auditing and accounting services to over 30 childcare centres, over 30 arts based organizations and numerous other not-for-profit organizations. Barb is on the editorial review board of the Guide to Accounting and Auditing for Not-For-Profit Organizations, part of the Carswell Professional Practice Library.
Bruce Barber joined Cowperthwaite Mehta in 1992 after graduating from Queen’s University with a Bachelor of Commerce degree. He became a Chartered Accountant in 1994. In 1996 he qualified as a Certified Public Accountant in the State of Illinois. Bruce works extensively in providing tax planning and compliance services to personal and corporate tax clients and has successfully completed the CICA’s In Depth Tax Course.
Edmond Leung joined Cowperthwaite Mehta in 1992 after spending two years at Deloitte & Touche and now has over fourteen years experience in public accounting. A graduate from York University, Edmond received his CGA professional designation in 2000. Edmond works with Roger on a number not-for-profit clients and owner-managed clients in various sectors including co-operative housing, advertising and film. Edmond also provides assistance to a number of self-employed individuals with unincorporated businesses. He is fluent in Cantonese.
Donna Mehta articled at Ernst and Young in Toronto, obtaining her Chartered Accountant designation in 1984. She worked as Audit Services Manager for a large public company for five years before starting a financial consulting business. Since 1995, Donna has provided auditing and accounting services to Cowperthwaite Mehta clients, primarily overseeing audits of charities and not-for-profit organizations.
Sharon Mugford joined Cowperthwaite Mehta after years of experience in administration in the film and entertainment industries. Over the past thirteen years Sharon has developed in-depth expertise in all areas of accounting and administration for the not-for-profit sector in general and the childcare field specifically. She is currently involved in the annual audits of over 120 childcare centres in the greater Toronto area. Sharon also has significant expertise in all areas of payroll administration in Ontario.
Janet Roeder has been with Cowperthwaite Mehta since 1999. Janet primarily provides administrative support to Phil Cowperthwaite and Barbara Scott and also assists with office management for the entire firm.
Linda Stewart joined Cowperthwaite Mehta in 1998 after eight years of experience in administration and management for professional services firms. A graduate of Durham College, Linda received her CGA designation in 2004. Linda provides income tax planning and accounting services to many owner-managed small business corporations and self-employed individuals. With a strong background in accounting systems, Linda helps many clients with establishing a system of record keeping that is appropriate to the particular needs of the organization and abilities of the individual carrying out the work. Linda works on the audits of a number of not-for-profit organizations and charities.