The short strokes of 17Hats is that this is a great program for lead vetting & follow-up (on-boarding and engagement), as well as CRM, calendar, project and workflow management.

I had a good bookkeeping life before cloud accounting technology rolled around. In fact, it was great.

Bookkeeper’s and accountants are at the forefront of advising SMBs. We are already trusted.

I meet a friend from University for a couple of beer a few times a year. We catch up on kids, business, spouses and then we always wind up in a discussion about ailments.

Well then just try living without it once you have started to implement it. In life and in business.

We’ve all crossed paths with some great people. Of course you don’t have time to get to know them all, or you don’t need them all, or more importantly that “thing” wasn’t there.

Last was a year of personal chaos. Some good some challenging.

There are a million reasons to create and implement standardized bookkeeping workflows.

I’ve attended a number of Intuit’s Connect conferences and they are “da bomb”. I would be going again this year even if I wasn’t hosting a session.

I have been to a few Connect Conferences in Toronto, but last November I took the plunge and ventured southwest for Connect San Jose. And I am so glad I did.

Creating efficient bookkeeping workflows is critical to running a successful bookkeeping practice.

My husband, Jeff Parks, is a fly fishing guide for Calmwaters Fly Fishing and he has a client that he guides regularly. He has many actually, but this one has a particularly important, stressful job (he saves lives – literally) and fishing is his outlet.

I run at least 5 days a week. I am very disciplined about my morning runs. Nothing gets in the way – not when I feel horrible, not the weather, not a to-do list and not being on vacation.

I can work from everywhere, on my schedule and meet my clients’ expectations. I can run my business efficiently from anywhere there is an internet connection or cellular data.

I want to state upfront, unequivocally, that this post is not to brag or gloat. It’s to suggest that the “freedom” we’ve heard that comes with “working in the cloud” can actually happen.

I also want to be very clear that it’s been a process, and it didn’t happen overnight.