About The Goldstein Group

Ken Goldstein

Ken Goldstein is the founder, CEO and Managing Director of The Goldstein Group and gcentric™.  The Goldstein Group was created in 2010 after operating as Goldcorp Ventures Inc. from 1989 -2010.  Shelley Goldstein joined the group as a Principal at the beginning of 2015.

Ken is a Certified Professional Behavioural Analyst (CPBA), a strategist, a communicator and a marketer.  He uses Behavioural Profile Assessments (DISC), as a tool for better recruitment, retention and understanding of employees, to help employees (and owners) communicate more effectively with other team members.  As well, to foster respect for one another and work together toward a shared outcome.

Beginning as a classroom teacher and growing into upper management and senior management roles over the course of decades comes together to gives him the experience which he applies  in his consulting business.

One of the roles he particularly enjoys is mentoring and training management and other staff to successfully reach their potential.

Speaking opportunities allow him to share his passion for helping people to reach a shared outcome using effective communication and address their wants and needs to create respectful and positive relationships.

In short, he loves to help businesses, business owners, and their employees work together to create and nurture a company culture that allows everyone to look forward to going to work every day

Shelley Goldstein began her career working in library systems first in Germany and then in Calgary, honing and improving her organizational skills in a work environment which emphasized the value of processes and procedures, and attention to detail.

Her passion is to help business owners & entrepreneurs create and maintain accurate, compliant and useful financial records so they can focus more of their time and energy on their passion – providing services and products to their clients and customers.

Shelley is a CPB (Certified Professional Bookkeeper) with 32 years experience. She is QuickBooks Desktop Certified, QBO Core Certified, Receipt Bank Certified, and will soon be QBO Advanced Certified.

During her career, she’s provided full cycle bookkeeping and trust accounting in her role as manager of a small law firm, provided business services including bookkeeping, payroll, & implementation of processes and procedures to a client base which has included sole practitioner law firms, dental and other clinical practitioners, retail enterprises and companies offering services in the trades, as well as acting as Controller for an IT Infrastructure Reseller.

As a consultant with the Goldstein Group, Shelley’s excited to offer cloud based bookkeeping in QuickBooks Online (QBO) [Core Certified] with Receipt Bank integration, bookkeeping in QuickBooks Desktop [QBDT certified] with Receipt Bank integration, andSage50 and Sage50c, “clean up” of company bookkeeping files in QBO, QBDT & Sage 50/50c, training and mentoring in bookkeeping workflows and financial record management, as well as training in QBO, QBDT & Sage 50/Sage 50c accounting software.

“Shoebox” bookkeeping is available for clients who are significantly behind on their books or have not done any bookkeeping since the inception of their businesses; to bring them up to date and then move forward with organized and current bookkeeping & financial records systems.

If you’re a business owner who is doing your own books but you’re not always sure of how to make an entry, Shelley offers mentoring and basic training in bookkeeping workflows and best practices, providing support along the way.  She is available as a resource so you can work in your books more confidently.

Shelley loves to help business owners take charge of their financial administration. Having the right systems and methods in place lets them do what they love best, knowing they’re on top of their finances.

Contact The Goldstein Group for more information
or Request a Meeting!