🐠 Rachel Fisch, CPB

🐠 Rachel Fisch, CPB

Greater Toronto Area, Canada
8K followers 500+ connections

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About

Community-builder, people-connector, helping tech companies understand accountants, and helping accountants transform their firms with innovative tech. "Around here, however, we don't look backwards for very long. We keep moving forward, opening up new doors and doing new things, because we're curious...and curiosity keeps leading us down new paths." Walt Disney

Articles by 🐠 Rachel

Activity

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Experience

  • Dext Graphic

    Dext

    Toronto, Ontario, Canada

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    Canada

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    Remote

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    Toronto, Canada Area

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    Toronto, Canada Area

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    Toronto, Canada Area

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    Kitchener, Canada Area

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    Brandon MB

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    Online Webinars and Live Seminars in cities all across Canada

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    Brandon MB, Regina SK, Calgary AB

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    Brandon, MB

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    Brandon, MB

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    Brandon MB

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    Brandon MB

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    Calgary, Canada Area

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    Calgary, Canada Area

Education

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    Activities and Societies: Yearbook Editor

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Licenses & Certifications

Volunteer Experience

  • Certified Professional Bookkeepers of Canada (CPB Canada) Graphic

    Director

    Certified Professional Bookkeepers of Canada (CPB Canada)

    - 3 years

    Education

    Certified Professional Bookkeepers of Canada (CPB Canada), legally known as the Institute of Professional Bookkeepers of Canada (IPBC), is a member-based association, a national certifying body, and the leading professional and career development organization for bookkeepers in Canada. Created for bookkeepers, by bookkeepers, we are the largest and fastest-growing bookkeeping association in Canada.

    Our mission is to create a diverse professional community that inspires excellence, builds…

    Certified Professional Bookkeepers of Canada (CPB Canada), legally known as the Institute of Professional Bookkeepers of Canada (IPBC), is a member-based association, a national certifying body, and the leading professional and career development organization for bookkeepers in Canada. Created for bookkeepers, by bookkeepers, we are the largest and fastest-growing bookkeeping association in Canada.

    Our mission is to create a diverse professional community that inspires excellence, builds meaningful connections, and fosters innovation and learning.

    From continuing professional development and business resources to meaningful networking, mentoring, and peer support - our members have access to the resources needed to advance their careers and achieve a sense of belonging in the bookkeeping community.

  • Cloud Software Association Graphic

    Community Leader

    Cloud Software Association

    - 2 years

    Science and Technology

    * We are the association of cloud software partnership leaders.
    * We strive to build the market for distribution of cloud software.
    * We connect SaaS leaders directly to share experience, build networks, and close deals.
    Our 2000+ members span the industry. They are SaaS vendors, platforms, API services, resellers, distributors, and investors.

  • The Prince's Trust Graphic

    Mentor

    The Prince's Trust

    - 1 year 7 months

    A program of Prince's Trust Canada, Operation Entrepreneur (POE) is our six-month mentoring program! To date we have successfully hand-matched 40 new entrepreneurs (veterans, graduates of our seven-day entrepreneurial boot camps and military spouses) with 40 successful entrepreneurs or senior business professionals. Together they worked on goal setting, strategic direction and streamlining operations. If you're interested in more information, please check it out here:…

    A program of Prince's Trust Canada, Operation Entrepreneur (POE) is our six-month mentoring program! To date we have successfully hand-matched 40 new entrepreneurs (veterans, graduates of our seven-day entrepreneurial boot camps and military spouses) with 40 successful entrepreneurs or senior business professionals. Together they worked on goal setting, strategic direction and streamlining operations. If you're interested in more information, please check it out here: https://www.princesoperationentrepreneur.ca/programs/mentoring

  • Choir Director

    Calvary Temple

    - 12 years

Publications

  • Top 4 advisory services you can adopt in your accounting practice today

    Sage Advice

    With the amazing automation and technology tools accountants and bookkeepers now have at their disposal (and new ones launching every day), you have more options on how to grow your practice to really thrive. Here are four advisory services I have seen other bookkeepers and/or accountants adopt to expand their business to new and existing clients, as well as some tips on how you can adopt them into your practice.

    See publication

  • 3 Questions to ensure you charge what you're worth

    Mompreneur

    If you don’t like what you see when reviewing your financial statements, the instinct is to look at your expenses and try to identify where you are leaking money, where you see excessive or unnecessary spending, and rein those in. Don’t get me wrong, that is never a bad thing to do! Now take a closer look at the top portion of your Profit & Loss Statement (also known as Income Statement), and ask yourself these 3 important questions:

    See publication

  • How to attract, qualify, onboard, and succeed with new clients

    Fischbooks

    It has always amazed me how different every bookkeeper or accountant I know operates. The very general flow for bookkeeping or accounting work is data input, data processing, data output. However, there are so many differences in each of those key stages that I have yet to meet an accounting professional whose workflow matches another. I believe that by streamlining workflow, you will ultimately be more productive and more profitable.

    See publication

  • How accountants and bookkeepers can create an efficient workflow

    Sage Advice

    The very general flow for bookkeeping or accounting work is data input, data processing, data output. However, there are many differences in each of those key stages. While no two accountants have the same process, there are several key pieces to keep in mind.

    See publication

  • Bloom Where You're Planted

    Fischbooks

    This past week marked my six-month anniversary at Sage. Around the time I started, I wrote a blog announcing my job change and reviewing things I had learned in the previous year. (You can read that here if you’d like.) I’m afraid if I wait another six months then I’ll forget half of what I’ve learned.

    See publication

  • Identity Crisis: Redefining yourself and your practice

    Sage Advice

    See publication

  • #neverstoplearning

    Fischbooks

    Through an odd little turn of events, I have been offered the opportunity to spend my work life doing exactly that. In one way, it is a huge change with a steep learning curve of new software products. However, in another way, it is the freedom to do exactly what I believe I am supposed to be doing – advocating for Bookkeepers and Accountants across Canada while partnering with other resources globally.

    See publication

  • Why you need to be the best customer for your own business

    Wagepoint Blog

    A proverb, referenced for the first time around 500 years ago, proves we humans are slow learners. "The Shoemaker's Children Go Barefoot" may have old and unclear origins, but it's something that is still too often seen today. It’s meant to illuminate the fact that the people closest to us often lack the service or product that we provide readily to others.

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  • Craving Leadership

    Fischbooks

    I was always a very independent employee and I was often convinced I could do a better job at managing the department or the whole company than my own boss. I now know how much they had to deal with that was never even on my radar. I have more respect now for my terrible bosses than I ever thought possible. And that much more for the excellent ones. As business owners, we are not only accounting managers, but billing clerks, collections agents, strategists, marketing professionals, PR agents…

    I was always a very independent employee and I was often convinced I could do a better job at managing the department or the whole company than my own boss. I now know how much they had to deal with that was never even on my radar. I have more respect now for my terrible bosses than I ever thought possible. And that much more for the excellent ones. As business owners, we are not only accounting managers, but billing clerks, collections agents, strategists, marketing professionals, PR agents, IT technicians, and every C-level officer rolled into one.

    See publication

Courses

  • Business Law

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  • Business Math

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  • Computer Fundamentals

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  • Economics

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  • Excel

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  • Financial Accounting I

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  • Financial Accounting II

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  • Marketing

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  • Organizational Behaviour

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Honors & Awards

  • Distinguished Service Award

    Certified Professional Bookkeepers of Canada

    The CPB Canada Distinguished Service Award is a Lifetime Achievement Award that recognizes a Certified Professional Bookkeeper (CPB) who has accomplished a significant achievement in their bookkeeping career through commitment, excellence, and innovation and who has made a significant contribution to their community, the bookkeeping industry and to CPB Canada.

Languages

  • Français, mais seulement un petit peu

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Organizations

  • Intuit`s Trainer Writer Network

    Member

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