Suzanne Morter, our Xero Cloud Integration Specialist, Bookkeeping and Accounting Advisor, and Virtual CFO spoke last night at a business mixer event at Cafe Haven in Sherwood Park. Here are her notes from her talk:
Cafe Haven TGIF Talk
And here is a link to her “Year End Procedures” article:
Year End Procedures
TGIF Business event @ Cafe Haven
Friday April 5th 6:30 – 9:00
Drinks, Presentation, Mixer and Music
The move to Apple technology and Cloud Accounting is exciting. It is also worth knowing what is ahead before making the decision to dive in!
Who we are and how we work
There are two facets to our business of Managed Services and Consulting.
Our Business Technology Analyst, Michael Reinhart, is a member of the Apple Consultant’s Network– an Apple organization which certifies the expertise of consultants in Apple’s business technology. He has a diverse background, having worked in advertising, manufacturing, and architecture before graduating B.Comm. with a major in Accounting and a minor in Computing Science. He went on to achieve a Master’s in Business Analysis. When asked, people will tell you that Michael operates with integrity, is passionate about delivering quality for all his clients and is constantly working to stay on the leading edge in both the world of the Cloud and its life-changing tools to help you run a virtually trouble free business.
Over the last 12 years Michael has also been a partner (and COO), of a thriving Professional Services practice that has clients across much of Canada. You would think Michael has no down time – and sometimes that is true! You can find him, though, catching a moment to race around his neighbourhood on an electric skateboard or updating his astonishing knowledge of an array of Apple tools, gadgets and, let’s be honest – toys!
Complementing this is Suzanne Morter – Business Happiness Consultant – Accounting, who brings an equally diverse background that includes the not-for-profit industry, hospitality, sports and fitness as well as entrepreneurship. Her education includes a B. Management as well as a CPA (CMA) designation. During her work in the accounting world, she also spent many years working as a corporate trainer and sales associate for the Dale Carnegie organization and brings her skills in communications, leadership and corporate solutions to her work with Above.Care.
If Suzanne has any driving mission since joining above.care™, it is to hear her Xero clients talk about how much “fun” their accounting is since making the switch. Her deep desire to see people get excited about working on their business, seeing their profits rise and make sound decisions based on up to the minute financials has her advocating Xero to just about everyone. Her diverse background allows her to “talk” accounting, hospitality, construction, service industry and sales as she already understands these businesses and is equipped to produce the best fit possible.
As an above.care™ consultant, she spends time at the outset of any initial meeting to understand exactly what you are looking for, starting with your dreams of the perfect system to what you have now and how that gap can be narrowed. Her capacity to get to the root of what is not currently working allows her to create the best possible solution. She will also ensure that each business owner knows as much about their system, their profitability and future potential, as possible. In a time where many business owners rely on their accountants to provide details of their business viability, Suzanne works to help owners take charge of their own success while literally watching that success happen.
You can find Suzanne in her free time walking two energetic puppies, racing around to soccer and badminton practices with her two teenage boys or at they gym – working to keep her strength up for the previous activities!
Both Michael and Suzanne are committed to the success of your organization – whatever that may be. They are persistent, motivated and determined to get your business up and running on your new systems as quickly as possible to minimize the business disruptions that come with an accounting implementation. They also operate with honesty and integrity and are committed to finding the best, most affordable solution for you. They will also tell you if they are not able to provide a solution and do their best to refer you to someone who can.
Contact Us to talk about modernizing your business systems.
With a little effort, your Mac can learn to handle Junk email more accurately. While some mail server systems catch the bulk of it, sometimes some gets through to your Inbox. To learn more about how to tweak your Junk email settings on Mac, refer to this article in the Apple support knowledge base: https://support.apple.com/en-ca/guide/mail/reduce-junk-mail-mlhlp1065/mac
Thanks to all our Xero bookkeeping, payroll, implementation and integration clients. We’re delighted that we’ve passed this milestone.
To those seeking Xero related services, we’re uniquely positioned to assist with all of your Xero related needs. Wether you need help with implementation, integration, bookkeeping, mentoring, technical advice, or introductions to Xero experienced Accountants, we can help.