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, 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, 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.
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.
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.
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.
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.
Timothy, BA, CPA, CGA
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 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.
Client Relations Specialist
Kate brings a number of skillsets to the Jazzit team that she gained from owning and operating a small accounting and property management firm for 3 years. She specializes in customer relations, marketing and enjoys business development. Originally from Canmore, Alberta, she has a passion for the outdoors and wilderness photography.
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.