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.


The Jazzit Team


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

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.


Manik, Jazzit, Accountants TemplatesManik
Jazzit Product Specialist

Manik is an integral member of our team, working in both support and sales for Jazzit. He has moved all around the world and lived in 4 countries and attended 16 different schools. He graduated from SAIT with a bachelor’s degree in Accounting and is currently working on his CPA designation. Manik’s prior experience include public practice accounting at a big 4 firm specializing in audits and reviews, along with extensive sales and business experience.


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.


Lisa, Jazzit, Accountants TemplatesLisa
Website and Graphics Designer

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 has been freelancing with Accountants Templates Inc. since 2002.