In today’s fast-evolving landscape of accounting and bookkeeping, staying ahead requires innovation, adaptability, and a collaborative mindset. Recently, our co-founder, Leeroy, had the incredible opportunity to sit down with Kellie Parks, founder of Calmwaters and the thriving Facebook bookkeeper community, The Workflow Waterhole, to discuss how Level is redefining error detection in QuickBooks Online.
The interview, now available on YouTube, dives into the heart of what makes our software solution a game-changer for bookkeepers and accountants.
Key Highlights from the Interview
1. The Inspiration Behind Our Software: During the conversation, Leeroy shares the story of how our company’s journey began. Frustrated by the limitations of existing bookkeeping tools, we aimed to create a solution that was not just innovative but also practical for SMBs using QuickBooks Online. Our mission? To provide an intuitive, automated error detection system that aligns with best practices while saving time and money.
2. How Automation is Transforming Bookkeeping: Kellie and Leeroy discuss the increasing role of automation in reducing manual effort and human error. With Level reviewing QuickBooks Online daily, identifying potential mistakes, and providing actionable guidance, users can confidently maintain clean books without the constant need for oversight.
3. Empowering SMBs and Accounting Professionals: The interview also highlighted our focus on empowering bookkeepers and accountants by offering a 30-day free trial. This gives users the flexibility to experience how our software works firsthand, demonstrating its value in streamlining workflows and enhancing accuracy.
4. Community and Collaboration: Kellie’s vibrant community, The Workflow Waterhole, emphasizes the importance of sharing knowledge and building networks within the industry. It was an honor to discuss how collaboration fuels innovation and helps accounting professionals thrive in a competitive environment.
Why This Matters for You
If you’re an accountant or bookkeeper juggling multiple clients and deadlines, you know how critical it is to catch errors before they spiral out of control. Our conversation with Kellie underscores how adopting the right tools can help you focus on high-value tasks while ensuring peace of mind for your clients.
Watch the Full Interview
Discover the full story by watching the interview on YouTube. We delve into the specifics of how our software is helping bookkeepers and accountants take their services to the next level.
Don’t forget to check out Kellie’s incredible resources at Calmwaters and join the conversation in The Workflow Waterhole.
Share Your Thoughts
We’d love to hear your take on the interview! What challenges do you face in managing your clients’ QuickBooks Online accounts, and how can we help? Reach out to us directly at support@checkthelevel.com.
Together, let’s embrace the future of bookkeeping!