Attention Accounting Professionals and Firms!

I specialize in Cloud Accounting education and coaching.

I would love to introduce Cloud Accounting SaaS to you and your clients!


Not like to, love to.

When I educate people about cloud accounting, it’s always rewarding.

For me, for you, for your client.

I am friends with many great cloud programs and they are cool and fun.

Granted it’s fun in an accounting sort of way. Not an intro’ing people to a new craft beer kind of fun, but a “going to make your business run ticky-boo“  kind of fun.

I want to help you and your firm learn more about what’s out there, what it can do for your firm and how it can help your clients.

QuickBooks Online

And then I want to make the conversion process for you and your clients seamless and painless. I will educate all of you on how to get the most out of this great SaaS.  I know what programs help with all varieties of client accounting needs.  I know how to implement and use these programs.

I know the beauty and the limitations of the cloud based SaaS programs.


And I love to impart that knowledge.


Of conversion.  Of fear of new ways of accounting.  Of finding the time and energy to transition clients.  Of those first few weeks of using the new programs.

i learned the hard lessons and now you don’t have to.  i did it for you (aren’t I nice?).

I know the beauty and the limitations of the cloud based SaaS programs.

  • I won’t suggest a file conversion if it’s not going suit a client.
  • I will be upfront about who isn’t going to have a good experience with SasS.
  • And I will let you know who should get on with it now, like NOW.

I understand each program’s limitations and best fits.

I will impart best practices to make the experience smooth.

I know the tricks and tips.

I know how these programs get along with each other and why you need apps with accounting programs.

I am a patient educator.

I’m not going to go on and on here about all the reasons to “Get on the Cloud”.  

I could, I want to, I love to, it’s a passion for me.  See, I have restraint…ish.

But when you contact Saasy be prepared, ’cause then I am going to go on and on about it.

Would you like to speak to me?  Here’s a link to my scheduler.

I’d love to engage with you in a 15 minute discover Zoom or phone chat.

Change is hard.  Not changing will be harder.