Effective Dec.1, 2023, Targeted Accounting and Agile CPA are merging, uniting two leading outsourced bookkeeping and financial advisory firms to create the Targeted Agile Company (TAC).
Through this merger, TAC brings together the professionals, resources and service capabilities of its two predecessor firms to offer clients a more robust and comprehensive range of outsourced bookkeeping, accounting and financial management solutions.
As part of the merger’s planned leadership transition, Dianna Thorne, president of Targeted Accounting, is retiring. Moving forward, Wendy Ha, Principal Partner and CEO of Agile CPA, will become President of TAC. All other staffing will remain unchanged, ensuring seamless day-to-day operations for clients. “Wendy and I share a similar approach to business excellence,” says Thorne.
As President of TAC, Ha brings more than a decade of advisory experience to her new role. “What I find most rewarding about this merger is the chance to build on the strong foundation Dianna has established,” says Ha. “With our merged capabilities and resources, TAC is perfectly positioned to bring even more value to our clients, while providing our team new opportunities to grow professionally.”
Accounting for a brighter future
For further information:
Wendy Ha
(647) 655-8382
wendy.ha@agilecpa.ca
Tanya Kostiw
Mayk Ideas and the AKCESSIA Group
(647) 985-8576
tanyak@mayk.com