November 6, 2015



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 organize.  We are in fact relentless organizers.  We can organize your work flow into manageable, efficient processes that will make your company more productive.  And free up time and resources so you and your team can do what they do well, and do what they love to do.  Not waste time trying to figure what to do next or the best way to do it.  And what’s a priority and what can wait, and react rather than pro-act. Let’s get systems and procedures in place.  And then let’s educate everyone about them.


It may be a simple case of better filing systems, or work flow charts.  And it will most likely involve great APPS.  Knowing our love of technology, it probably will…  So if you are going to call Calmwaters, prep your selves for less paperwork, less duplication and more efficiency to lead you to your vision of success.

We sell our workflow templates.

There are app-agnostic and Hubdoc/QBO/Plooto ones.  We have workflows available for quoting and engagement and for standard bookkeeping.  We also have PDFs/Email templates of all our templates that you can use to copy and paste into your own practice management program.  You can find out more about them by checking out our templates page.


A few of our favourite workflow apps and paper reducers.


CRM, workflow, project & lead management.

We LOVE this app.  We use it and it has changed the way we manage our business and our clients information.  In a great way!  We are part of their affiliate program as well.

We would love to set you up in it, educate you and your staff to use it, and then watch you enjoy all it’s efficiency benefits.


Automatically import all your financial documents & export them into data you can use.

This is your new filing cabinet, and it’s on steroids.  It’s going to fetch your online bills, statements & docs, or you can send them to it.  Then it’s going to file them all for you into meaningful folders, so you and your colleagues can find them – instantly.  Finally it’s going to publish them to your financial program and a secondary storage site.

We have no idea how we ever did with out this app!  And once we set you up in it, and show you how to use it to it’s fullest potential, you are not going to be able to do with out it either.

Change is hard.  Not changing will be harder.

Change is hard. Not changing will be harder.