Category Archives: Telpay ASP Partner

Pillar 6: Technology – The Cloud


The series is from Chartered Accountant, consultant and author, Jeff Borschowa, from his book, 8 Pillars for Exponential Business Growth. The series is focused on how to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.

In this section, we will discuss:
• What is the cloud?
• Cloud security
Through this discussion, we will also examine key criteria to evaluate when looking at cloud solutions.

What is the cloud?
The cloud is essentially a metaphor for the Internet. Specifically, an external server or servers performs the bulk of the processing work for a given task. The user accesses the computing power via the Internet. The real power of the cloud is that the computing power is no longer held within the actual device accessed by the user, thus, we can dramatically reduce Information Technology spending by integrating lower cost devices, such as tablets and smart phones in place of expensive work stations. The other advantage to cloud solutions is that we can literally access our programs and data anytime and anywhere, as long as we have reliable Internet connectivity.
There are various terms that you will hear in relation to computing, but the most common one is “Software as a Service.” This particular model involves software that is hosted no a central server and you pay a monthly per user access fee. The provider maintains responsibility for software updates and maintenance, freeing you up to focus on your core business needs.
We are seeing more people becoming comfortable with cloud computing. Perhaps an example or two will clarify the definition and demonstrate that you are likely already using the cloud, whether you call it that or not. Online functions such as banking, booking flights, and reserving hotel rooms are all examples of cloud solutions. They have been around long enough that most of us do not even question their existence any more.

Cloud Security
We hear a lot in the media about hackers and attacks on large facilities. Unfortunately, this gives us a false sense of security in thinking that hackers are targeting large organizations and will leave small businesses alone. The reality is that most information technology issues or security breaches in small businesses are the result of hardware failure, internal errors or disgruntled employees deliberately sabotaging data and computing resources.
Hacking instances make for good news fodder, but they are not indicative of the real risks you there. The reality is that a centralized computing environment, such as the cloud solutions available today, represents an opportunity to centralize security efforts and build a stronger defence around our data.
When you are selecting a cloud solution, pay close attention to their security and privacy policies. You want to make sure that you retain access to your data, they don’t have access, and your data is in some way encrypted. One word of caution, some industries have specific guidelines that govern their use of Information Technology, including restrictions on what data can be in the cloud. Ensure that you know about any unique rules surrounding your business before you start looking at cloud solutions.

Next Month – Technology Part 2 will cover the following:

• Core benefits of cloud computing
• Virtual versus physical servers
• Examples of cloud technology

Qualifying: How to Make Sure Clients Are a Fit


As much as we would like you to sign up all your clients with Telpay, it is also important to make sure that Telpay is a fit. That is why qualifying right off the hop is very important. Just like qualifying in sales, it’s all about asking the right questions to make sure the needs of that business can be met by the Telpay solution. Continue reading

Pillars for Business Growth: Sales


The series is from Chartered Accountant, consultant and author, Jeff Borschowa, from his book, 8 Pillars for Exponential Business Growth. The series is focused on how to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.

The sales process focuses on closing deals, signing up new customers, and maintaining relationships with existing customers. Basically, this is the activity that converts your marketing leads and prospects into paying customers. If you are not comfortable with sales and negotiations, you need to gain some level of comfort and experience quickly. I recommend sales training programs for all of my customers and students, regardless of industry. I believe that our sales ability determines the level of success that we achieve in life. If you view “sales” as a negative concept, change your perspective to focus on relationship building and exceptional customer service.

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Spotlight: The Oscars of Bookkeeping


Photo courtesy of International Luca Awards

Roll out the red carpet for Dianne Mueller, who is a Certified Professional Bookkeeper (CPB), a certified Sage 50 consultant and a certified Sage trainer. Dianne has been a strong supporter of Telpay for over 10 years continuously recommending Telpay as an option for her small business clients. Her company, Soma Small Business Solutions, was established in 1997 and is now located on the Sunshine Coast of British Columbia. Continue reading

Pillars for Business Growth: Marketing & Networking


The series is from Chartered Accountant, consultant and author, Jeff Borschowa, from his book, 8 Pillars for Exponential Business Growth. The series is focused on how to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.

Marketing encompasses all activities that encourage a prospect to contact you in the first place. In my experience, it is hard to stand out or make any significant gains through traditional marketing, such as television, radio or newspaper advertisements, mainly due to the fact that mass media is exactly that – directed to the masses. For the most part, you target a medium’s entire audience and hope that they identify with you.
Random marketing can produce random results. Before you start marketing, you need to clearly identify the characteristics that represent your ideal customer. Creating a clear picture of the person you will ultimately target with your marketing will drastically improve your results, especially your return on investment for marketing effort and dollars. Your ideal customer will form the basis for any subsequent marketing plan that you develop.

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Why We Heart Our ASP Partners


For 30 years, Telpay has led the way in electronic payments in Canada. There is no way we would have been so successful without the people who believe and use our electronic payment software.  That includes our customers, billers, strategic company alliances and at the heart of it all…our ASP Partner Program.

We know that being your own boss is very rewarding, but also challenging. We know it often demands more time, energy and dedication than working for someone else. We get that your time is important. That is why we love hearing how Telpay saves you time, so you can have more time to do what is important to you.

Not only do we value your time, but we also value your business and partnership. We know that every time you promote Telpay to your clients, you are ultimately attaching your reputation with our Telpay brand. We appreciate your confidence to stand with our core values of honesty, integrity, transparency, valuing our people, providing exceptional customer care and a dedication to continuous improvement.

As Canada’s leader in electronic payments, we applaud our very own leaders in the Accountant and Bookkeeping field. That’s why we are proud to partner with you. Together, we are the better way to send and receive money for the thousands of businesses across Canada.

Want to Move to the Cloud?


We are excited to share Cloud insights from our guest contributor, Kerri Bouffard of
Add-Vantage Bookkeeping. Kerri will be providing advice and solutions to help you determine if the Cloud is right for your business. 

Originally posted in the Add-Vantage Bookkeeping Blog, republished with permission.

It seems that no matter where we turn we are being bombarded with the word “CLOUD”! Cloud Servers – Cloud Software – Cloud Storage – Cloud Everything! Cloud does not seem to pertain to the weather any longer!

It is popping up everywhere and many businesses, accountants and bookkeepers are contemplating taking that big step and transitioning their accounting and bookkeeping to the cloud. But just because you want to work in the cloud doesn’t mean it is an easy transition. Often once you start the process you will have one question answered but seven more will pop up!

I have been working completely in the cloud – very happily – for almost three years now and I could not imagine working any other way. I have such peace of mind over the safety of my data, but also the ease of use I have for accessing my data whenever I need to do so. This however was not a step I took lightly and there are still a lot of things I have to consider on an individual client basis and what their specific needs are.

My recommendation would be to really analyze what you are hoping to accomplish with moving to the cloud – be it better security of your data, having someone else look after your technology, ease of access so you can get out of your office, collaboration with clients with their bookkeeping, etc. Once you determine your top five reasons for wanting to move to the cloud – then you will need to analyze the different offerings that are out there. Would Cloud software suit your needs better than a Cloud server solution? Would a Cloud server solution offering direct support to accountants and bookkeepers be preferable to a Cloud server solution that offers space on their server farm but you are responsible for everything else? For this you need to analyze your requirements – as well as your client’s.

As I mentioned – one question will lead to seven more – and one solution is not a one size fits all solution. You could determine that you will use a combination of all three!

Over the next several weeks, I will tackle some of these questions and solutions to help you in determining what may work best for your individual situation! If you would like a more personalized approach please feel free to contact me by email to have a private cloud consultation!

The Cloud is a wonderful thing – let’s clear up some of the unknowns together!

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Set Yourself Apart With Value-Added Services


In today’s world, an accountant or bookkeeper must be much more than a traditional bean counter to build and maintain a competitive advantage. In addition to core services such as financial statements, payroll and taxes, many business owners look to their accounting and bookkeeping professionals, as a valuable source of knowledge and expertise. It’s a great opportunity to introduce value-added services to supplement your services.

What are Value-added services?

Value-added service (VAS) is a term for all non-core services. It is a complimentary range of advisory and consulting services that go beyond core, yet are available at little or no cost to promote your accounting / bookkeeping business. Your competitors may not easily offer comprehensive services. VAS allows you to differentiate your accounting / bookkeeping business and removes the pressure of competing solely on the lowest price. VAS is all being more profitable in your business, by offering unique solutions that your clients need to run their company more successfully.

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ASP Spotlight: Lorie Poulton


“Telpay made my job so much easier, that I have been able to take on more clients, grow my business and enjoy my horses too.”  Lorie Poulton

Lorie is an ASP Partner located in Appin, Ontario. She is married to the love of her life and has a fabulous 26 year old son. Lories loves being a bookkeeper. Lorie feels, “very fortunate in that I really enjoy my work and the wonderful people I work with / for”. Outside of work, horses are her passion. Continue reading

Golden in the Okanagan


ipbc-blogTelpay is pleased to be a Gold Sponsor of the 2014 Institute of Professional Bookkeepers of Canada (IPBC), September 25-27 at the Delta Grand Okanagan Resort in Kelowna, British Columbia. This third annual conference brings together bookkeeping and accounting professionals from across Canada. Continue reading

How the CertPro Accounting Team is Simplifying Business


Originally posted in the IPBC Blog, republished with permission from CertPro Accounting Team
Co-authored by Melissa Michalski, B.Comm(Hons), CPB & Bea Dabrowski, B.A., CPB

Not only is CertPro Accounting Team implementing Value Pricing, we are also finding ways to make our business more efficient and grow our knowledge. When we began this process, we brainstormed areas of our business that were successful, had weaknesses, things we were experts at, and things we didn’t like to do. And we came up with an “ideal customer” for our firm. As we have been going through this journey we are finding ways to make things easier on us and our customers happier.

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Tired of Tracking Down Signatures


Margaret Chwyl is a Certified Professional Bookkeeper (CPB) and runs her own business, M Chwyl Accounting & Consulting Services. As well, she is a partner of Telpay’s Accounting Service Provider (ASP) Program and knows all about the advantages of electronic payments for business. In addition, Margaret is the volunteer bookkeeper for Calvary Baptist Church, which is very rewarding, but at times frustrating because they were still processing payments the traditional way. Continue reading

How To Be Effective At Meetings


Part 2 in the Series: The Great Art of Selling

Meetings are a big part of doing business. We have a love/hate relationship with meetings, however it is the most effective way to communicate with your clients. It is a chance to meet face to face, as well as set objectives, make a plan and determine exactly what your client needs from you. If you conduct a meeting properly, they will be effective and efficient. If not, well we have all suffered through the dreaded meetings that dragged on and were unproductive. Continue reading