Our small (nerdy!) group can make a difference

We are proud of what we've accomplished over the years with Jazzit. To think that we are now serving thousands of accountants is humbling, and we are always trying to get better to ensure we continue to earn your business.

Since 2000, we have enjoyed working with our clients and we look forward to serving you for years to come.

Thanks!

The Jazzit Team

 


Michael Chew, Jazzit, Accountants TemplatesMichael Chew, CPA, CMA
President

Michael Chew is the primary designer for Jazzit. He combines public accounting experience with over 20 years as a CaseWare template designer. In addition, Michael was the CaseWare trainer in Alberta for over 5 years.

 

Lori McGurran, Jazzit, Accountants TemplatesLori McGurran, CPA, CGA
Vice President of Operations

Lori McGurran has been with Accountants Templates Inc. since its inception in 2000. She started her accounting career in Ottawa before moving to Calgary in 1995 and has enjoyed working in CGA, CMA and CA firms as well as a position at the Office of the Auditor General. In her current position, she manages technical support, office administration and assists with product development.

 

David, Jazzit, Accountants TemplatesDavid
Senior Technical Support Specialist

David is our senior support specialist who also assists with sales and video production. He originates from South Africa where he was involved with programming and support of a customized, corporate financial system. Since arriving in Canada, he has worked for two public accounting practices in Calgary.

 

Eric, Jazzit, Accountants TemplatesEric, PBA
Technical Support Specialist

Eric is a key member of our support team, providing both support and documentation of Jazzit products. He has lived in Calgary all his life and graduated from the University of Calgary with a BComm. in Accounting. Prior to joining Jazzit, he worked at public accounting firms for over 5 years.

 

Tracy, Jazzit, Accountants TemplatesTracy, BA
Technical Support Specialist

Tracy is an accounting software specialist providing assistance to our clients. She has an accounting background with experience in both public practice and industry. Tracy is originally from Saskatchewan and graduated from the University of Regina with a bachelor degree in Business Administration.

 

Timothy, Jazzit, Accountants TemplatesTimothy, BA, CPA, CGA
Technical Support Specialist

Timothy is a professional accountant with more than 10 years of experience, primarily in audit engagements. He has worked for several public practice accounting firms in Alberta as well as the Office of the Auditor General. He has been a Jazzit and CaseWare user for many years and is proficient in Caseview design.

 

Sue, Jazzit, Accountants TemplatesSue
Office Quarterback

Sue is our office quarterback and has been with Jazzit since 2008. She specializes in building your personalized Jazzit order complete with letterhead and electronic signatures. Sue also assists the design team with a variety of projects. If you have a question, chances are Sue knows the answer or can point you in the right direction.

 

Tanya, Jazzit, Accountants TemplatesTanya
Office Manager

Tanya joined the Jazzit team in 2018. Tanya has more than 20 years experience in hotels across Canada and the USA. She brings with her customer service, event planning and organizational skills.

 

Lisa, Jazzit, Accountants TemplatesLisa
Sales & Marketing Coordinator

Lisa is a marketing enthusiast with an extensive 20+ year history in the advertising / marketing world in roles such as Advertising Manager, Event Coordinator and Freelance Graphic / Web Designer. She began freelancing with Accountants Templates Inc. in 2002 and joined the team in 2014 to work on a number of marketing initiatives. This entails planning, creating, executing and overseeing marketing and communications activities for Jazzit.