
Pretesh Mistry, CPA
Training bookkeepers and small business owners on QBO & Xero
About me
Youtube @learnwithpre
Instagram @learnwithpre
I bring over 15 years of professional experience as a customer-focused and data-driven advisor. I began my career in finance where I spent 4+ years leading complex financial audits for major organization across a variety of industries, both helping ensure the integrity of financial information while also providing value-add recommendations in alignment with strategic objectives. I worked closely with CFOs, Financial Controllers, Chief Risk Officers, and Chief Audit Executives, building trust and helping them execute on their most critical priorities.
As a passionate life-long learner, I derive a lot of energy from taking risks and throwing myself into completely new worlds. Shortly after obtaining my CPA, CA designation, I made a shift into the B2B SaaS space where I began implementing risk management, regulatory compliance, internal audit and internal controls software solutions for over 100 global customers. From there, I moved into the world of Software Architecture where I guided and coached implementation consultants, ensuring software implementations were architected with best practices and scalability in mind.
More recently I have moved into the world of software sales, where I am a Senior Sales Engineer with a global leading e-Commerce platform. In this role I serve as a trusted advisor to customers, helping to uncover their challenges and paint a future vision for them through detailed discovery, proof of concepts, software demonstrations, statement of work development and blueprinting workshops, partnering with CMO's and CTO's to drive really meaningful results for their organizations.
I have combined all of these skills and experiences to bring you the best in class accounting and bookkeeping courses!