Tag Archives: ASP Partner

Bookkeeping Firm of the Year – AIS Solutions

celebrateCongratulations to Juliet Aurora CPB, President and CEO of AIS Solutions in Burlington Ontario, for being honoured by the Institute of Professional Bookkeepers of Canada (IPBC) as the Bookkeeping Firm of The Year. Juliet is a long time Telpay customer and proud partner in our ASP Program.

The Bookkeeping Firm of the Year Award was created to recognize a member firm who upholds the IPBC standards and ideals. As well as a firm that has had significant success along with contributing to their community. Juliet Aurora and AIS Solutions are very deserving.

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Customer Spotlight: AIS Solutions

ais-spotlightAs a business owner or accounting professional, we all like things to be hassle free…right! Meet Juliet Aurora, founder of AIS Solutions in Burlington, Ontario and a Telpay ASP Partner. Juliet and her team at AIS Solutions, pride themselves on providing business owners with “no hassle” bookkeeping done right.

In 2000, while in search of work-life balance, Juliet made the decision to set up an accounting business from her home. From those humble beginnings, Juliet has grown AIS Solutions into a full-service bookkeeping and small business advisory firm with a team of ten. And, this fall she will be launching a cutting edge Training and Support community for Bookkeepers called Kninja Knetwork. Juliet has found her work-life balance by incorporating tools that help her succeed in all aspects of AIS Solutions. Today, she successfully runs a thriving business while still making time for her family and friends.

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Don’t Sweat the Postal Talks

sweat-talksAs the talks continue in the 30-day cool off period between Canada Post and the Canadian Union of Postal Workers, businesses are still sweating about the possibility of a mail disruption. Continue reading

Don’t Be Taxed This Season

taxedAre you feeling the stress of another tiring, tough and downright taxing season?    Tax season doesn’t have to be stressful and overwhelming.  Here are five strategies to help you manage:

Be positive: Your mental health and state of mind have a significant effect on your professional and personal life.  It has been well documented that people with a positive attitude are more upbeat and peaceful.  Even during tax time, you can choose to be positive amongst the chaos of the season.

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Still Saving You Money

saving-moneyWe all hear talk about the good old days. What you could buy for a dollar back then is worth more than a Toonie now. Yes, prices have doubled (sometimes more than doubled!), but not Telpay fees. Let’s take a nostalgic look back to see the rising costs for individuals and businesses.  Continue reading

Qualify Clients Part 2: Funding Payment Options

qualify2This article is part of a series on “Qualifying Your Clients.”  Learn how to properly qualify clients at the beginning of the sales process, by asking the right questions and having all the knowledge needed to ensure they benefit from electronic payments with Telpay. Continue reading

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

Building Relationships- A Black Swan POV

Guest Blogger:   Our special guest contributor this month is Melissa Michalski, co-owner of CertPro Accounting Team, a proud member of IPBC, a Certified Professional Bookkeeper and a graduate of the Black Swan Project.

As some of you may know, over one year ago our company started our journey with IPBC (Institute of Professional Bookkeepers of Canada) as one of the selected members of the prestigious Black Swan Group.  We were led by the genius Ron Baker and learned to drop the timesheet and hourly billing and proceed with value pricing.  This experience has been hard work but in the end nothing but rewarding.  Telpay has been a huge support system for us throughout the Black Swan process and we are thankful for the opportunity to build such an amazing relationship with them.

melissaThis past January I was lucky enough to attend The Black Swan Summit in Napa Valley.  This is where current Swans and past Swans were able to meet and collaborate along with Ron and three of his fellow colleagues that follow the Value Pricing model.  Let me tell you… I LOVE NAPA VALLEY, but I also love this Summit. I came home refreshed, re-energized and full of ideas on how to make my business even stronger.

The 2015 Summit led me to think differently about our company.  Yes, I always look for ideas and improvements on how to price our customers but, this year many of the speakers spoke a lot about RELATIONSHIP which naturally made me reflect on the importance of my businesses relationships.  Think about this word and what it means in your life, personally and through work.

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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

Spotlight: May Haak


Meet May Haak, a Telpay ASP Partner located in Burnaby, British Columbia, who has a very interesting career story. After being a bookkeeper for 10 years with the BC Provincial Government, May discovered that she had an affinity for computers. So she went back to school to become a programmer and software developer. Unfortunately when lay-offs hit the public sector, she lost her IT job with the provincial government. Out of work and struggling to find an IT job, May decided that, “if nobody would hire me, I’ll just hire myself.” Continue reading

Celebrate 30 Years with Us


In 2015, Telpay is thrilled to be celebrating our 30th Anniversary. And we could not have done it without our very successful ASP Partner Program. Thank you to our 1500 partners for being an integral part of our Telpay business journey. We appreciate your confidence, support of our products and your solid partnership in our success. Continue reading

Balancing the Books and Life Too


Wendy Nagtegaal is a Certified Professional Bookkeeper (CPB) who has been keeping books for over 20 years. In 2005, Wendy decided to start her own practice and launched Winnipeg Bookkeeping Service. Today, Winnipeg Bookkeeping has grown with four full time employees and boasts a client list of over 30 businesses. Wendy is not only busy as a bookkeeper, but also a busy mom and grandmother.  Or as Wendy stated, “it is a good kind of busy.”

Wendy is all about balancing her life professionally and personally. Wendy has been married 25 years, has five children aged 12 to 23 and also two grandchildren. Their family lives on five acres and have two horses for pleasure riding. Her oldest son just graduated as a paramedic with honours, one of her daughters is a published author and two daughters perform at the Black Light Theatre. “We don’t have a lot of time, but we always make time for our family,” says Wendy.

As if being a busy as a business woman, mom and grandmother was not enough, Wendy also makes time to coach basketball. Two days a week, Wendy, her husband and two daughters volunteer to coach the Junior Girls Basketball Team at Immanuel Christian School, that her youngest daughter is on. “It is important and gratifying to give back to the younger children,” says Wendy.

Telpay is a valuable part of Wendy’s work and life balance. Telpay saves Wendy valuable time on payroll, payables and she feels the strength is the ability to pay vendors across the country. Wendy loves Telpay’s Remote Authorization feature. She never wants to go back to chasing signatures, costly couriers and mail. Wendy is very happy with Telpay, especially with on-going improvements to the software.

As for the holiday season, Wendy took the time from her very busy schedule to join Telpay at the IPBC Christmas Party. “Thanks Telpay, it was an awesome event and I really enjoyed meeting new IPBC members,” says Wendy.

We think you are pretty awesome too Coach Wendy!

Spotlight: Kelly Roloson

kellyKelly Roloson is a CPA, CGA at Gibb Widdis, a chartered accounting firm that services more than 300 diverse clientele from across Ontario. Kelly, who is also known as a somewhat gourmet cook, graduated from Brock University with an Honours Bachelor of Administration. In addition to accounting, she has many responsibilities from quality control, facilitator and consultant, but accounting software is her speciality. As the jack of all trades, Kelly also likes the challenge of problem solving. She describes herself as the “go-to-person you need when you’ve got a problem with accounting software.” She joined the original Telpay ASP Partner Program in February 2009. Continue reading

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