Carla Caldwell on Supporting Clients Through A Crisis

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“I began working in accounting right out of high school. Grandma said, β€˜Get a job that you can always rely on.”

Carla Caldwell did just that. In 2015, she founded Caldwell Consulting & Training to help accountants improve their processes and implement cloud technology. Fast forward to 2020, many more business-owners are relying on her and her team for real-time accurate information and conversations on cash-flow that matter. 

Download this guide to learn how to:

  • Utilise the role of real-time data to understand cash flow for your small business clients
  • Recognise where your value lies as an accountant or bookkeeper (spoiler: it’s not data entry!)
  • Use Receipt Bank as a conversation starter with potential clients