Who is Jo-Anne Rees?
She has over 25 years of experience in private & public accounting & holds a Bachelor of Business Administration majoring in Accounting & Information Technology (SAIT), earned in partnership with the CGA program of studies. Past education: Diplomas in Financial Management & Business Management. Four software certifications. She also holds a Teaching Short Certificate from completing the Train the Trainer Program designed for teaching adult education.
MISSION STATEMENT
“To provide clients with an affordable accounting system that gives businesses financial management tools critical to future business success.”
Proven Success
About
Jo-Anne was sought out as an in demand monthly cycle accounting systems specialist (not a 9-5 bookkeeper!), but an accountant with exceptional database skills required by today’s modern accounting software. Employment services consultants (head-hunters) started to direct contact her with job opportunities directly. Now her professional profile is made public with media such as Linked-In, her profile is reviewed weekly.
“We were very lucky to find Jo-Anne and Cloud Keepers. We knew we needed to transition our system from Sage 300 to QBO and we weren’t sure at first if we should hire an automation company, as some recommended, or a local guide who could advise us one step at a time.
We’re so glad we chose to work with a guide. When we first explained our situation to Jo-Anne, we were nervous that she would tell us this project was too complicated and that she didn’t want to work with us. But she jumped right in, and she stuck with us through every situation, every surprise, and every piece of “messy-messy.” We are so grateful that she never gave up on us, and that to this day, she helps us whenever we need her advice.
Jo-Anne has always been friendly and easy with us: questions were always welcome and we never hesitated to ask what we needed to know. She sent helpful reviews of our meetings by email. She also answered our email questions, and shared helpful videos which will also be useful in the future.
We really appreciate what she did for us and all the help she gave. She did a lot for us under really challenging conditions”
Our Vision
Assisting clients wishing to modernize & update their business systems to save time & money
QUALIFICATIONS
What I Can Do for You
Affordable Rates
To date, she has creatively broadened her service to provide affordable accounting systems services to assist small to medium enterprises. (SME’s). In addition, in two practicums to complete the IT requirements side of her BBA, she gained exceptional modern database and software configuration experience through project management in the workplace.
Experience
To expand upon software certifications, she has begun planning to complete her experience with Oracle’s J.D Edwards Financial software in order to greater facilitate web-based customer relationship management (CRM) software integration with this phenomenal modern software. Tech mentors & satisfied clients can vouch for her abilities & competence.
Get In Touch
Ready to see how our Cloud Accountants can help you
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