Sherri-Lee Mathers

Sherri-Lee Mathers - Community SpotlightName: Sherri-Lee Mathers
Twitter Handle: @balsamway
City: Courtenay, BC Canada
Business Name: Balsam Way Bookkeeping
Business Website:
Certifications: QBO Basic, QBO Advanced, QB Desktop, Business Administration Diploma – Accounting, Certified Professional Bookkeeper

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

Going to sound like a broken record but “community, connecting with others in the industry, tips-tricks & overall cloud accounting solidarity!”

How did you find out about #QBOchat?

Twitter stalking … QBOConnect SanJose tweets, TweetChat kept coming through the feed. While reading I thought … “this is great, this looks fun, I want in!”

What do you do?

Wrestle Paper Alligators into a star trek-like cloud teleportation device which simultaneously beams them up & transforms them into meaningful numbers for business owners. Joking aside, I have a cloud bookkeeping & personal T1 tax practice on Vancouver Island, Canada. We provide bookkeeping for proprietors & corporations using cloud-based technology and apps. In the ‘not tax season’ time of year we assist clients with custom bookkeeping setups and one-on-one training in QuickBooks Online.

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

Administering the Bookkeeping Pill aka taking the frustration and pain from clients This provides them with relief when they gain business intelligence and get “something out of nothing”. [… a quote from one of my clients.]

What are you most passionate about professionally?

Getting a system in place for a client and see the relief when everything gets done and they can relax and focus on what they want. Having an inquisitive nature myself (cue Star Trek Theme) I love to explore the galaxy of new apps and technology…discovering how they can benefit a client, freeing them up so they can focus on what they love. I have a secret passion… sometimes it’s detrimental to me…its beta testing!

What topics interest you that you connect with others about?

I have no problems connecting on so many levels, family genetics – gift of gab. But I enjoy when the topics are gardening, music, anything to do with the water, dogs and using the other side of my mind to create things such as Smoked Salts, Bath Salts, Kombucha, always on a quest of discovery.

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

Love learning about apps, workflow efficiencies, niching, marketing & communications. Specifically how other mavens are setting themselves apart in their local market.


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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