About Kerry

An extremely personable, highly qualified CPA and QuickBooks Advisor providing guidance and training for the financial management of your business.

Hi, I'm Kerry

I'm a CPA and QuickBooks Pro Advisor who assists businesses to manage their bookkeeping in house in order to have up to the minute information to make timely business decisions and manage cash flow.

For over 25 years I worked with small businesses, non-profits, and entrepreneurs, often helping them to get their numbers in order for year end. Once the year has passed it is too late to make timely decisions.

Exciting improvements in cloud based technology now enables you to import and automate much of the data entry, saving you valuable time, and you can manage your business and cash flow throughout the year. I can show you how!

In the last two years I have worked with over 200 organizations. Assisting them to set up a system that works for their business processes, or troubleshooting to clean up their existing records. I then provide training to ensure future success, and am available as required for ongoing assistance and support. I love seeing clients I haven't worked with for a while "pop" into my calendar in order to get a refresher, or address a new challenge.

Through my blog posts and YouTube channel I provide tutorials and information to help solve day to day QuickBooks and bookkeeping issues. I have courses for a more in depth look at common issues I see. And of course, if you would like to work on on one with me, you can book a session.

When not exploring all things cloud accounting I am enjoying beautiful Vancouver, practicing yoga, laughing with friends, or travelling, either for recreation or accounting volunteering (yes that is a thing!).

I would love to hear from you - if you would like to keep up to date with blogs, videos, improvements to QuickBooks Online, and hear about new applications I am testing out please sign up for my newsletter - I look forward to working with you.

200
Clients

From small business owners, entrepreneurs and online retailers to multimillion dollar companies.

7
Countries

Working with clients in Canada, USA, UK, and the Caribbean.