I’m an App Advocate

These are exciting times for cloud technology and I am thrilled to be a part of it!

I want all accounting professionals and to be thrilled too!

I want them to know what cloud technology is out there and how it is going to improve their business and their client outcomes vastly.

Once I have vetted your offering and if I believe it provides tremendous value to the accounting community, I am eager to be your champion.

 

How We Can Work Together

 

Live Events

Speak on your behalf (or together) at live events !

AMAs and advocate on the floor and at booths.

Multi-Platform Content

I love to co-create in several formats - interactive webbies, blogs, marketing campaigns...

You can choose the topic, and I can create the content or supply generic decks for you to brand and use.

Or we can spitball together to come up with topics that uniquely showcase your application.

Content Editing

Blogs and marketing materials - you write the content, and I can run with it, to vet for "accountant speak" and community relevance

 

Co-Hosting Virtually

Let’s present topics of interest together - in engaging, discussional formats.

User Experience Reviews

As you roll out or improve features, I can be involved in the needs and fits for the accounting community, or I can provide user experience input.

Sponsor Opportunities

Events I host.

My email marketing campaigns.

Workflow Wateringhole Spotlights.

I’m The Human Version Of Zapier

I love to connect my apps with other apps.

 

How To Engage With Me

I can be brought in ad-hoc for specific needs, or you can retain me on an ongoing basis.

Either way, I'm pretty flex.

Your needs are unique - as am I - let’s make our partnership suit you!

Not sure if you are on my partner page?

Check it out here.

 

What I Bring To The Table

I love consulting on cloud financial technology.

I totally and completely gig out on it. And I want everyone to love cloud tech as much as I do.

  • I team up with businesses, bookkeepers and accounting firms to embrace the cloud tech that creates effectiveness in their days – and lives.

  • I’m genuine - “I is who I is” - which makes me relatable and approachable to my peers (those very people you are trying to reach).

 
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  • I began working in the branding business years ago (as in over 30!), so I know about evolving technology and its changes to businesses and industries. I like to think of them as opportunities.

    • 25 years ago, technology upended the design and printing industry. Many 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 refined, the new ways became the industry standards. More and more bought in, and this led to greater technology for all.

I only co-create on topics I am passionate, experienced and have a depth of knowledge about

Where there is value to others. Where I have taken my lumps and learned how to create effectiveness that can benefit others. 

The topics I love to share benefit not only those we reach directly but impact people around them.

Whether it’s their team, their clients or their vendors… the reach of our topics are intended to enhance relationships, not simply individuals.

  • I spend much of my day as an accounting and bookkeeping firm cloud tech coach.

    I have a very engaged Facebook Group with over 5,000 members (as of July 2024) where the theme is “processes, systems, workflows and the apps to power them”.

    I speak at live events and then socialize happily with accounting professionals outside of my sessions.

  • I am partnered and/or certified in over two dozen cloud apps.

    I am a member of the International Intuit Trainer Writer Network.

    I have been involved at many levels, with many app partners in the accounting space since 2012.

    Check out my partner page here - I work with many of these partners, ad-hoc and ongoing. I’m happy to set you up for a quick connection if you want to see how I have helped them.

  • How they can help accounting professionals, SMBs and their clients experience effectiveness and joy in their businesses.

    Cloud-based tech stacks, internal and client-facing – I’m gigging on it.

    Value statements, business visions and creating ideal client profiles – love this.

    Optimizing relationships, setting expectations and creating boundaries – yes!

    Cloud security best practices and technology to power it - I go on & on about this.

    Creating best practices, processes, systems and workflows and the tech that powers them – heck yes.

    Google, QBO, third-party apps, practice management apps – definitely.

 

How To Engage With Me

 

  • My email list is ~2,500 subscribers with an average send rate of 99%, an open rate of 50% and a click-through rate of 15%.

    I blog weekly; on Wednesdays, the blog ships at 12:45 pm as an email, a LinkedIn, TwitterX and a Facebook Workflow Wateringhole post.

    My website underwent a rebrand in mid-2022.

    Jan 1–May 16, 2023 • 62,747 Total visits • 1,235% yr/yr.

    The geographical mix is 55% American, 30% Canadian, and the balance is international.

    I am building an industry resource; which is growing exponentially with the partnership and free resource pages I have created.

    My Facebook Group, The Workflow Wateringhole, has ~ 5, 000 members, 3117 of whom were active in the last 60 days, with 181 posts with a reach of between 1,800 and 300 (average reach of 941).

    The members are positive in spirit, inquisitive and love learning about cloud technology and how to implement it for themselves and their businesses.

    It is largely a group of accounting professionals.

    The geographical mix is 2500 American, 1800 Canadian, and the balance is international.

    I have ~2,600 TwitterX followers and ~2,000 LinkedIn connections.

    Today’s date, for reference, is September 30, 2023.