Episode #27

Twyla Verhelst, CPA | Founder of Helm and Head of Accounting Community at FreshBooks

and the founder of the Women in Accounting Hub - www.womeninaccounting.online

Calgary, Alberta Canada

Recorded September 7, 2021

***shout out to our sponsor Tallyfor***

***shout out to our sponsor Practice Ignition***

2 outlets through COVID

***shout out to Acuity CFO Online Bookkeeping Accounting and Business Tax and Drink While You Think***

6 USA vs Canada, the North American race to STOP using checks

9 Where Accounting and Technology collide…

11 Becoming a Software Entrepreneur Accountant…

***shout out to our sponsor Tallyfor***

17 Twyla’s first Ethics/Integrity TEST

18 Starting, growing, and selling businesses…

19 The Birth of Helm | Cash Flow App…

20 The Birth of the Fresh Princess aka Head of Accounting Relationships at FreshBooks

25 Twyla, what’s your North Star?

27 Ackerman’s FreshBooks story

***shout out to Mike McDerment***

***shout out to our sponsor Practice Ignition***

33 FreshBooks was ahead of it’s time… in the cloud since 2003

35 There’s room for a 3rd player in the Cloud Accounting GL space…

41 Creating a client experience that your client can’t live without

46 Setting our clients up for success

48 Staying in your lane and widening the shoulders…

50 Why is there so much accounting tech coming straight outta Canada?

53 Stepping away from your firm and going deeper in the software biz to become closer to the Accounting Community

59 Give us one piece of advice to share with accounting firm owners…

***shout out to Kenji Kuramoto***

***shout out to all women in accounting***

www.freshbooks.com/accountants