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.

I have a client who is change resistant.

That means that the users’ experience is largely dictated by their browser set up and usage habits.

I’m watching some of the forum discussions on education and certification with great interest. Because I have a story… who doesn’t?

I’m at 13 of 1,300 kilometers.

I have a friend & colleague who is a fabulous bookkeeper. She has been my go-to since my early years for bookkeeping advice.

I am extremely grateful to Intuit for letting me share my cloud fintech experiences.