About Source Point Business Group Whitby

Our Approach

Our Approach

We make it our business to understand yours. Deeply.

We take the necessary time to learn its unique challenges and quirks. And since we're in weekly or monthly contact with the majority of our clients, we get to know their people, the nature of their industries – and the kinds of surprises they'd rather not receive.

Our Story

Our Story

SourcePoint Business Group was founded in August of 1993 by Paul and Susan Lula. After being involved with large CPA firms with exposure to small and medium sized companies, it became very apparent that companies needed a business advisor much more often than the usual once-a-year type, year end accountants. Their motivation was to serve the needs of the small business owner on a monthly basis by completing their GST/HST, Payroll, WSIB Compliance work, as well at their yearly financial statements.

By engaging with business owners monthly regarding their operations on many levels and advising on corrective or planning opportunities, we could establish very trusting and open relationships with our clients. This practice gave us great success over our first 25 years and continues to this day.

Over the years we have had a few offices around Durham Region, but our services remained consistent thanks to our great bookkeeping staff and managers. In 2013 we moved the offices from Pickering, Ajax and Whitby to our current Whitby location.

One benefit of our hardworking and loyal staff is the ability to mentor and grow talent from within. In 2019 our founders, Paul and Susan, completed the transition to our new partners, Susan Wright, Sara Molson and Derek Filer, all of whom have been employees of the firm prior to becoming partners.

SourcePoint continues to serve clients in a variety of industries across Durham region and beyond.

Our Team


Sara Molson

Tax Partner, CPA, CGA

Sarah has worked at SourcePoint since 2006 and became a CPA CGA in 2009. She is originally from a small town outside of Ottawa but now resides in Whitby with her 4 kids and dog.

She loves working with clients, finding solutions, and tax planning.  She is currently enrolled in an in-depth tax course to further specialize in tax issues.

Drop by anytime and I’d be happy to meet with you!


Derek Filer

Partner, CPA, CA

After attending Brock University where he received a Bachelor of Accounting degree,  Derek successfully completed the CPA, CA designation after working and studying downtown at a large national accounting firm.

Shortly after moving to Whitby with his wife, Julia, he joined the SourcePoint team in 2015. Building on his experiences in Toronto, he has been working with a wide range of clients in varying industries.

He enjoys golfing in the summer months, hockey and snowboarding/skiing in the winter, and homebrewing year round!


Susan Wright

Managing Partner

Susan started with SourcePoint in March of 1999 after graduating from Sir Sandford Fleming College in Peterborough.

With great support and mentoring from the staff, clients, and partners, she worked her way from answering phones and dealing with mail to becoming a bookkeeper, manager and now has taken over as the managing partner.

She enjoys a taste of the country life, living out in Pontypool with her fat cat named Skinny.


Give us a call, we'd love to have one of our accountants sit down with you to see how our team can assist you with growing your business.