Get on with it. Get organized.
Take that first step and the next one will follow. Every business has its own vision of success and we are going to help you define it. Then we are going to get you organized to achieve it.
Calmwaters loves to get to know all types of businesses and help them find ways to get organized and gain business intelligence. We are in fact relentless organizers. We don’t just come in and get your books organized, we will find efficiencies that will help your business succeed.
This stuff may seem pretty dry but this is what makes your business tick, and how well transactions are recorded, followed up on and reconciled are the tally for the health of your operation.
You should make friends with technology. Technology is fun. It will make your business more efficient. It will make your business more profitable. It will free up your time to do the parts of your job that you enjoy. Calmwaters can help you make friends with technology because we are already friends with it. Great friends! We love it…it loves us. Let us introduce you two and watch your relationship blossom.
Calmwaters loves to organize. We are in fact relentless organizers. We can organize your work flow into manageable, efficient processes that will make your company more productive.
Your success is the measure of Our success.
OUR COMMITMENT TO THE INTEGRITY OF YOUR FINANCIAL RECORDS
Calmwaters strives to uphold the highest of professional standards. Your bookkeeping will be conducted only by Certified Professional Bookkeepers. We are fully E&O insured through The Institute of Professional Bookkeepers of Canada. And we have Continuation of Service procedures and contingency plans in place that are reviewed twice a year with our collaborating partner and renewed annually with our customers.
Our Mission Statement
Calmwaters is going to work with businesses to define their vision of success and then get them organized to achieve it. Financial organization is our first customer undertaking, but certainly not the last.
Our Core Belief
The biggest step to success is knowing what your vision of it is, and then the best way to achieve that success is to clear the distractions out of the way. Organization is the key to clearing the distractions. And getting on with it is the key to organization.
Get on with it. Get organized. Take that first step and the next one will follow.
Calmwaters relies on our partner relations. They make us shine. So we can make you shine.
QUICKBOOKS ONLINE & DESKTOP
The Institute of Professional Bookkeepers
FROM THE MINDS OF CALMWATERS
2017 was a year of personal chaos. Some good, some challenging. And 2018 has been a continuation of the chaos. But my business was not in chaos. It was not impacted by the nuttiness in my other worlds. Business was my source of calm. It’s where I felt in control. And that’s something in the[…]
There are a million reasons to create and implement standardized bookkeeping workflows. The reasons listed below are meant to provide a brief overview of some of the benefits accounting and bookkeeping firms experience when they standardize their workflows. (If you’re already convinced that you need a workflow, but are struggling to get started, check out 12[…]
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. It! Was! Terrific! What was so great about this experience? Oh man, where to begin? I’m going to break it down into my top[…]
Creating efficient bookkeeping workflows is critical to running a successful bookkeeping practice. This list below outlines 12 steps to help you start getting your workflows in order, but just start with one! Pick one – any one – and do it. Choose the one that’s easiest, or that you can chunk off, or that you can delegate. It doesn’t[…]
I’m watching some of the forum discussions on education and certification with great interest. Because I have a story… who doesn’t? I am a bookkeeper. I love being a bookkeeper. But I have not been a bookkeeper for most of my business life. And I certainly wasn’t a particularly skilled one in the beginning. Even now,[…]
@kellie_parks I am Living my Cloud Bookkeeper Dream Find out how Kellie Parks organizes her practice to give her complete freedom to work wherever she likes – it’s all about the cloud. accountantvip
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 get up and I get on with it. I should mention that I love to run, if I[…]
I have a client who is change resistant. This is challenging for our relationship because I am pro change, and all about tech. He’s technology shy and once said to me “you should name your new puppy Apps”. You can imagine that we have had some lively discussions about his business workflows and processes. Full disclosure,[…]
Well, that was fun! And #Innovative. And #Educational. And #Exhausting And #HashTagAbusive… It! Was! Awesome! Here’s some FaceBooking of the why #QBConnect Toronto has wrapped up after 4 whirlwind days. So now I am back in the real world. I have client books #ToGetDone, #ContentToWrite, #CloudAccountingActionables Accounting Firm sessions to facilitate. Oh dear! This could[…]
I run for no particular reason. Of course it’s to stay in shape but mostly its for the time alone, enjoying nature and the rhythm of my feet. Same with skiing. I ski at a very high level club, but I “run inside the balls” ‘cause I simply love to ski, but I don’t want[…]
I’ve been nagging the great crew over at QuickBooks Online (QBO) about job costing. And by nagging, I mean relentless nagging, just ask them. If they heard from me one more time I swear they were going to consider yanking my certification and kicking me out of the Pro Advisor program. Well I am happy to say, they[…]
The best thing since sliced bread? Maybe an overstatement, but not yesterday for my client. I could go on – and on – about job costing in Quickbooks Desktop (QBD), but I’ll give the quick (get it) version right here. I job cost for a client who has a machining shop, and invoices clients when[…]
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. He’s a detail guy and all the minute aspects of equipment[…]
Here are the basics of 17Hats so you have a bit of a preamble on how it is going to work. The short strokes of 17Hats is that this is a great program for lead vetting & follow-up, as well as calendar, project and workflow management. If you have recurring workflows that have many steps[…]
I am not the greatest bookkeeper, there it’s out! Don’t get me wrong, I’m not a half-assed one either. I’m pretty good but I don’t do inventory or multi currency, and I generally punt payroll off to a provider. But I have a few bookkeeping mantras I live by – “bulletproof books” and “pay every dime[…]
I have a friend & colleague who is a fabulous bookkeeper. She has been my go to since my early years for bookkeeping advice. She has taught me so many great things; I would not be where I am without her. She is however “cloud averse”. And the thing is, I don’t see a problem with that.[…]
I love being a bookkeeper. It’s a rewarding and fulfilling career and it is not just because of the rapidly evolving financial technology or my terrific clients. I actually just straight up love doing books. I will admit I manage my love of it a tad. There are aspects of bookkeeping that I don’t do[…]
I know, I know – I nag about mileage, but it can be a completely bulletproof way of incurring TAX FREE INCOME. You have car expenses, so let the business pay for them! And you pay for business expenses personally, get that back. The automobile allowance rates for 2017 are: 54¢ per kilometre for[…]
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. You know what the “thing” is – mostly it’s intangible – just knowing early on that the relationship is going somewhere. SaaS apps are[…]
The cloud accounting software – FinTech SaaS* – that many accounting professionals are embracing, learning about – or scared of – is internet based. That means that the users’ experience is largely dictated by their browser set up and usage habits. In this article you will be introduced to optimizing your Chrome browser. And then we will[…]
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. We sound like our grandparents for crying out loud! We are both regular runners and over the years have battled various orthopedic[…]
I am a browser nerd. And it’s Chrome I love, with Firefox as back up. I have Chrome Identities set up for every aspect of my computer life and never, ever sully them. They only get used for that which they were created for. They all have names and cute photos, separate themes and are[…]