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On this episode of Think Small, Karen Bertrand shares her journey of growing ClearCloud Bookkeeping from a one-woman operation to a team of five and reflects on the challenges of moving from employee to business owner. She emphasizes accountability, transparency, and the role of her firm as “the nurses of the business world”—educating, supporting, and cheering on clients while keeping their books reliable and tax-ready.
Beyond bookkeeping, Karen reveals how her team provides guidance, education, and advisory services like budgeting and cash flow forecasting, while also exploring the promises and pitfalls of AI in accounting.
Email: [email protected]
On this episode of Think Small, Karen Bertrand shares her journey of growing ClearCloud Bookkeeping from a one-woman operation to a team of five and reflects on the challenges of moving from employee to business owner. She emphasizes accountability, transparency, and the role of her firm as “the nurses of the business world”—educating, supporting, and cheering on clients while keeping their books reliable and tax-ready.
Beyond bookkeeping, Karen reveals how her team provides guidance, education, and advisory services like budgeting and cash flow forecasting, while also exploring the promises and pitfalls of AI in accounting.
Email: [email protected]