"If you can dream it you can do it." Tom Fitzgerald coined this, not Walt Disney. Accounting & Bookkeeping is not a fairy-tale story. It's a profession that involves numbers that have real-world implications, for me, this is what makes it interesting.
I often think about what inspired that statement. Was it the love of life and family? The hope that we have inside us to be successful no matter what our situation is? Or was it the belief that with hard work anything is possible? Who knows, but Tom Fitzgerald knew what it would take. And so do I.
Let's meet Monica Valbuena:
#1 - What do you enjoy doing when you are not working?
Spending time with my family.
#2 - What was your favorite TV show as a kid?
The TV show Friends.
#3 - What is the best advice you have ever been given?
Always finish what you start.
#4 - How do you like your coffee?
Strong and black.
#5 - What are the values that drive you?
Honesty and professionalism.
#6 - What is something clients have to deal with that you want to fix?
Bookkeeping is a sort of open input system and mistakes are made. Mistakes can affect the entire process and end up costing a company thousands of dollars. It's important to have a process in place that monitors the bookkeeping and accounting processes so they can be started on time and finished on time.
#7 - What do you like about working at Elevate by Welch?
It's very exciting working around numbers, analyzing data, and making sure things are correct. I also get to see people succeed as much as they do. The accounting process is an important part of many business operations, so it’s important to make sure it’s worked well.
#8 - How would the bookkeeping profession change if you could see the future? Anything specific?
I don't know for sure, but I can imagine that bookkeeping would be used more in the financial and medical fields. I think that the number of people working in accounting and bookkeeping should increase as technology changes.
#9 - Do you have any ideas for a business book? Anything that inspired you?
This is a great question. I always try to include the basics of accounting as well as business practices. Everyone moves into their own field, not just accountants. In my story, Monica is a bookkeeper and it is relevant to her work. As for something inspiring, I think there are many stories out there of what makes an individual successful and being passionate about what they do is very important.
#10 - How many years of experience do you have in your profession?
I’ve worked more than 10 years in my career and still love what I do every day. I’m sure there is something else out there that would interest me, but right now, this is where I want to be.
#11 - What's the best thing about your job?
The people I work with are very special. It's a team effort; we all encourage one another to be the best we can be.
Let's finish it off on a light note:
#12 - If you could have one wish, what would it be?
To help others and work on improving the world.
#13 - What is the most important life lesson you have learned?
Follow your dreams. You can do it. Just follow your passion and love what you do, and keep your mind open to new ideas. You never know where they might take you...
#14 - Which was your least favorite pet?
#15 - Who was your first celebrity crush?
#16 - If you could have one wish, what would it be?
To make a difference in the world.
#17 - If you could meet anyone in history, who would you meet?
I’d love to meet Leonardo da Vinci. His work is life-changing and he is truly amazing. He made beautiful things that changed history. Something about him just inspires me.
#18 - And finally, which superpower would you want?
Teleportation as I’d go to a beach in Aruba.
Bookkeepers are the unsung heroes of businesses, yet they are always present and look out for their clients best interests. They look at numbers not with dollar signs attached but with numbers not as just a source of income or profit margin, but as an important way to measure how we live our lives.
Elevate by Welch is committed to providing bookkeeping solutions for businesses throughout Canada.
With these insights into Monica's world, we hope you get a taste of who she is and the enthusiasm she brings to her work. The best way to get in touch with Monica is emailing her here email@example.com
Sean Duffy is the Senior Manager at Elevate by Welch, with more than 10 years of accounting & finance experience. Sean is one of the very few cloud-based accountants who have an in-depth knowledge of Quickbooks Online as well as desktop applications. His familiarity with these cutting edge technologies allows his clients to benefit from a more streamlined process while still maintaining secure data backups and information security protocols.