Beth Anne Ballance

Beth Anne Ballance - Community SpotlightName: Beth Anne Ballance
Twitter Handle: @baballance or @sharefile
City, State: Raleigh, NC
Business Name: Citrix ShareFile
Business Website:
Title: Influencer Marketing Manager

What do you enjoy most about participating in #QBOchat each week?

It is a wonderful break in my Thursday afternoon! The 2 pm hour is right about when I start to lose steam, so I grab a coffee & a snack & spend an hour chatting on Twitter & learning about the accounting/bookkeeping profession. You give me so much insight into the challenges & opportunities you face. I work with a ton of different industries but accounting has always been my favorite group.

How did you find out about #QBOchat?

I can’t even remember how I found out! Probably through Cindy Schroeder? But I was always too nervous to join in until I was chatting on the phone with Mariette Martinez & she told me to jump right in. So one day I did & found the most fun, welcoming, hilarious group of QBO e-friends.

What do you do?

I’m the Influencer Marketing Manager at Citrix ShareFile. It’s so much easier to buy something (especially something important for your business) when someone you trust already uses it & can endorse that it actually works. (For example, I just recently bought a pair of shoes because my best friend loved hers so much!) So my job is to find accountants & bookkeepers who use ShareFile & encourage them to spread the word on how ShareFile has changed the way they do business. If you use it & love it, let me know – I would LOVE to chat with you & see how we can work together!

What’s the one problem you are best at solving for your clients?

ShareFile itself is fantastic at solving the issue of secure file sharing, especially through email. We have Outlook & Gmail plugins that allow you to encrypt the body & attachments of your emails with one click – it is so convenient when communicating with clients, especially during tax season!

What are you most passionate about professionally?

Connecting people to what matters to them. If it’s client satisfaction, I want to help you raise that bar even if it’s by making communication & collaboration easier. If it’s just having a familiar face at a conference, I want to be the person you can sit beside.

What topics interest you that you connect with others about?

My kids! I am deep in the exhausting years with a 7-year-old & 2-year-old. I’m also the queen of GIF usage on Twitter.

What topic would you like to see in a future #QBOchat?

I’d love to chat about tax season worries, prep tips, tips for clients, & how to maintain work/life balance during tax season.


Learn more about other members of the QBOchat community.

QBOchat Admin

#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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