I don’t run like a Nike commercial

That’s pretty much how I describe my running skills. A few years back, I got peer pressured into a work running team, and here I am now – 4 (!!) half marathons under my belt, and having spent more money than I would have thought possible on running shoes.


While my running style is definitely Phoebe over Rachel, I’m having a blast. If you’re new to running, here are a few of my favourite run tips:


Duct Tape Selling

I’m a big fan of John Jantsch, and his work with Duct Tape Marketing. For those unfamiliar, John’s an expert marketing consultant, working with businesses around the work to help them grow.

Sound familiar? Yup, that’s definitely right up my alley! That’s why I’m excited to share some news with you – I’m featured in John’s latest book: Duct Tape Selling: Think Like a Marketer, Sell Like a Superstar.

You’ll find me in Chapter 9: Become an Authority. I share my story, and really my whole philosophy – it’s about helping your customers, sharing valuable content, and being a trusted partner. All of that comes before the sale, and really, is what business is all about – solutions that help us both win.


I’d love to hear your thoughts on the book – let me know what you think! It’s a huge honour to be included with some amazing leaders in this book – John, I can’t thank you enough!

It’s the little things

A friend and I got to talking the other day about things we do to make life better – to keep improving, and to be happy. In only a couple of minutes, I had quite a few of those little things I’ve learned about myself that just make my life happier:

– Surround myself with amazing people. They say that you’re the average of the 5 people you spend the most time with, and I definitely agree with that. Have people in your life that you trust, can learn from, and have fun with. Life is too short to not have a great community around you.


– Know what makes you happy, and do those things. Not just the big things (career, work), but little things make a huge difference in making life better, especially when I’m super stressed or busy. From buying the good ice cream (worth it) to morning living room dance parties (no surprise here) – a little bit of happiness goes a long way.


– Challenge myself. Recently, this has been running – pushing myself, taking on challenges, and doing things I enjoy (even if they don’t come naturally). The benefits of this are far beyond the actual runs, and it feels good to do something outside of my comfort zone. Working hard, learning new things, and seeing it all come together – there’s no feeling like that.


– Keep learning. Don’t be afraid to ask questions. Read a LOT. Keep a dictionary.com tab open so I can double-check definitions or spelling (this is a small one, but a good one, especially if you write a lot). Ditto for wikipedia.


There you have it. A few of my little (but important) things – what are yours?

What I’ve been up to

Well, it’s been awhile, hasn’t it? I can’t believe it’s been almost a year since I’ve moved to the west coast (evidently, I’ve been keeping busy! :) )

Now that I’m settled in, here’s a few of the posts I’ve been doing at Kashoo. Check ’em out!

  • Switching From Cash Basis to Accrual Basis Accounting on LinkedIn Pulse
  • How to Quit Your Day Job and Go Your Own Way on the Kashoo blog
  • 5 Tips for Small Business Financial Health, one more on the Kashoo blog



I live here now.

I live here now:

Photo credit: Julius Reque https://www.flickr.com/photos/juliusreque/5202980757/
Photo credit: Julius Reque https://www.flickr.com/photos/juliusreque/5202980757/


That’s right – this Torontonian has made the move to the West Coast – Hello, Vancouver!


When I started with Kashoo (almost two years ago now!), I got to get to know Vancouver – the fresh air, mountains, beaches, and SO much good food! As time has gone on, my bicoastal life has definitely been fun, but I’m happy to say goodbye to long hotel stays and a few less 5 hour flights with my new home.

With this move comes some other exciting news – I’ve taken on a newly expanded role as Director, Marketing & Communications here at Kashoo. Taking on some new challenges, doing what I love, and getting to talk to even more of our entrepreneurial and small business customers – to say I’m excited would be a huge understatement (for those that know me, you know that’s true!).

Talk about a warm welcome! Bubbly from our own Wendy Rose (CFO & bellawines.ca)
Talk about a warm welcome! Bubbly from our own Wendy Rose (CFO & bellawines.ca)


I’m saying hello to the awesome team here at HQ more often (and who made this move 100% easier!), more desk-dance parties and patio lunches, and continuing to work hard to make a big difference in the world of our customers.

You know what they say about the West Coast lifestyle – beaches, skiing, runs by the water – let the adventures begin! I have to give a shout out to my awesome friend Cait, who’s given the best Vancouver tours (through food & hiking).


Before you go missing me too much, Toronto, I won’t be too far away. I’ll be back for events/meetings/family fun – and maybe even a Wonderland trip or two :)

Toronto, you’ve been good to me. Vancouver, I’m excited to see what’s next!

Business Travel Tips and Tricks [a post from the Kashoo blog]

It’s been awhile! My latest post on the Kashoo blog helps to explain why.


As part of my role at Kashoo, I travel — a lot. I meet with customers, I speak at conferences, I do product demos. In fact, there’s a good chance I’ve met you! (Yes you!) And to the disbelief of my friends and family, I do not fly first class, personal assistant in tow. Instead, I’ve mastered the road warrior ways with a few trusted business travel tips and tricks that can help any small business owner stay sane.

To read more, check it out here… Kashoo blog

Kashoo Survives SXSW

Check out my latest post on the Kashoo blog:

Earlier this month, we (along with thousands of other tech entusiasts) descended upon Austin, Texas for SXSW. Representing Kashoo and all things small business accounting software, Kasey and Chris met countless interesting people, sampled some delicious food, and even managed to come back with a few takeaways that we think will get any small business owner pumped to go out there and get theirs…

Be the Company You Want to Keep
One of Kasey’s favourite sessions was Age of Damage: Be the Company You Want to Keep, led by David Jones. Essentially, David talked about how the cost of doing well is doing good…

  • Do the right thing and stand for something other than profit.
  • Know that once you’ve experienced what seems like the worst thing ever (be it a social gaff or a late tax payment), you find yourself fearing less.
  • Perfection isn’t expected, honesty is. So in business, when you’ve made a mistake, let your customers know not only what happened, but how you’re fixing it.

Embrace Your Inner Nerd
Kasey also hung out with the NASA Social crew for a day (which was the COOLEST thing ever! I’m still in awe of it all – KB), learning about the new James Webb Space Telescope. There’s a lot to be said for getting to check out technologies, but there’s more to be said for getting to meet the scientists, engineers, and business minds behind great technology. The latter is what drives you think think bigger and bolder. If these people can make a telescope that unfolds itself in space, we can certainly build awesome accounting software for the small business owners of the world (and perhaps, beyond?).

How cool is this telescope?!?! (also, can you find me? I’m in the blue and white stripes :))

Join the Conversation!
SXSW is all about random conversations blossoming into something intense and awesome. Too often, we go into conversations situations with an “I need to get ________ out of this” mentality. Agendas are great, but sometimes going in with no expectations means you’ll get blown away by something fantastic: a new business connection, a new piece of advise, or even just a friend who you’ll meet up with next time you’re in the same city.

BONUS TAKEAWAY! If you didn’t get down to Austin, all of the keynotes are online! Check them out here.

You can also check out my Storify of SXSW tweets.

AND, here’s a SlideShare I shared for the Kashoo crew.

I <3 my customers

If you know me (or perhaps, even if you don’t), you know that I love my customers. They make me so happy, and really make it a joy to come into work at Kashoo every day. Since I get to work with such awesome people (there are very few exceptions, and for that I’m very lucky), there’s nothing better than what I get to do to make our customers even happier!

A few months back at IC Opportunities in Chicago, this topic came up amongst this amazing group of thought leaders. The discussion moved to the fact that we all loved our customers, but how do we get our team members to share the love as much as firm owners do?

I have put a ton of thought into this, even creating the start of an overly elaborate PowerPoint after this talk on how to help your staff love your clients as much as you do (stay tuned, I still love where this is going, and it’ll be a fun presentation one day – soon :) ). While this is in the works, I wanted to share with you my top three takeaways:

1) Budget – a lot of employees struggle with spending company money. Or rather, spending company money in a non-typical way. Give each of your team members a $500 budget to surprise customers and make them happy. Whether they spend more or less isn’t really relevant, but it helps give some context (no car gifts, although, one day, who knows :), but a $50 gift card is a-okay. It makes the team more comfortable with random gifts, and gives them guidelines to work in (without actual “procedures” that spoil the whole idea).

2) Support – I know most of you do this (and for sure this wasn’t an issue with the Chicago group), but it’s so important that it deserves a mention. This is the fun leadership stuff: where you encourage and publicly thank your team for doing awesome stuff for your customers! There’s nothing sadder than doing something super awesome for a customer but not really having anyone to share it with (or worse, feeling that you’ll get in “trouble” for spending that $75 on them). These are the best stories, and really fun to share. And I know you’ll never forget, but making sure even the top folks are sharing the customer love is important to show that it’s a whole company value, and the way we do things.

3) I always look at it this way: what is the best possible thing that a company could do for me if I were the customer in this situation? And then, try and do that (or as close to that as possible). The plus to this is that it’s so easy to send a Get Well Soon card, or a pizza lunch to a customer working weekends, and who doesn’t love making people happy? The bad part is that you then imagine these things for yourself, and not every company is as awesome as yours and mine :)

Seriously, it is just more fun when you are friends with your customers. I think that is the best (and makes my job so much more fun) (also, it’s true!). Building relationships is more than a customer-vendor/client-firm situation, it’s about being in a relationship that helps both sides grow and be better!

And there you go! Kasey’s tips on how to help your team love your customers as much as you do. If you have any tips or fun stories, feel free to add them in the comments below.