Do You Need Guidance to Become Effective In the Cloud? I want to be your navigator.
And why do I think I’m qualified to do that?
Let’s start with what I do…
I love being a bookkeeper. Love it.
I have been running a bookkeeping business, Calmwaters Cloud Accounting for over 10 years.
I love working with SMBs to give them real time, useful financial data to run their businesses. To make sound business decisions to help them grow and prosper in their business and in their lives.
I am a Certified Professional Bookkeeper with the Institute of Professional Bookkeepers of Canada and currently sit on their Board of Directors. This organization is dedicated to the education and professionalism of our profession. As with many certification programs we are required to comply with our continuing education credits, which means we are up to date on technology, skills and compliance knowledge.
I have partnered up with businesses – running their books and keeping them in the loop on their finances and how to manage them – for over 10 years now. And for years before that I managed the books and finances on a few of my own companies.
I adopted cloud financial technology in 2012 and have migrated all my clients to QBO and the app ecosystem. I am certified, partnered or affiliated with over a dozen cloud technology apps (SaaS if you will) and am constantly exploring and learning about new ones. Just ask my clients, they are often the guinea pigs of “new tech Kellie just has to try out”.
I love consulting on cloud financial technology.
Totally and completely gig out on it.
And I want everyone to love cloud accounting as much as I do.
I team up with businesses, bookkeepers and accounting firms to embrace the FinTech that creates effectiveness in their days – and lives.
I welcome opportunities to share my love of tech through webinars as well as leading sessions at events and conferences.
I began working in the branding business years ago (as in over 30!), so I know about evolving technology and the changes it can bring to businesses and industries. I like to think of them as opportunities.
25 years ago technology upended the design and printing industry. There were many that feared it – so much rapid change, so much to learn, so many traditional roles to re-evaluate, quality concerns, integrity issues…and of course there were challenges and hiccups. But I embraced the new technologies as opportunities. I pressed on and as it evolved and it was refined, the new ways became the industry standards. More and more bought in and this led to greater technology for all.
My company, Calmwaters Cloud Accounting, has the good fortune to expand its scope into the spectrum of full business support at the same time that technology is upending the accounting and business intelligence industry. Apps (SaaS – Software as a Service) are re-inventing the systems and the roles for how financial transactions are produced, exchanged, recorded, stored and reported. As more and more people and businesses buy in to these new ways of working, this will lead to greater SaaS for all.
These are exciting times and I am thrilled to be a part of it. I want you to be thrilled too!
And here is the actual “I’m qualified” proof.
I am a proud member of the Intuit International Trainer Writer Network.
QBO Advanced Pro Certified, Receipt Bank Certified, Hubdoc Advanced Partner, WagePoint Certified, TSheets Certified, Plooto Partner, Waypay Wizard, Practice Ignition Partner, 17Hats Partner, Aeroworkflow Partner, Dubsado Partner, Zoom Partner, Reply Partner.