Sherri Lee-Mathers was named Insightful Accountant’s Top International ProAdvisor (Americas) for 2022 during this year’s “Scaling New Heights” conference.  

Sherri is an Accounting Technologist with a specialty in Accounting Tada Management for Balsam Way. Balsam Way specializes in “Thoroughly Modern Books” and workflows in the brewery and winery industry.

The firm, which is cloud-based and completely paperless, runs on the promise of, “If we can get automation and AI to do the heavy lifting, we do.” 

A Certified Level 5 Advisor, Balsam Ways specializes in Data Management and systems in the BC brewery/winery niche, leveraging customized workflows with integrated automation for clients using industry-specific cloud-based technology.

Sherri is QuickBooks Online Advanced Certified ProAdvisor, and a Certified Professional Bookkeeper (CPB) through the CPB Canada with a Business Administration Diploma in Accounting.

As a current member of the Intuit Trainer Writer Network, she is considered a dynamic trainer and speaker with a quirky sense of humor covering topics like technology, AI and confidence in the accounting sphere.

In addition, Sherri is certified in a number of apps for small businesses that integrate with online accounting platforms.

How is the winner selected?

The recipient of the International (Americas) Categorical Award was determined using the various scoring criteria relative to the category from verifiable information submitted within the individual’s application from which their categorical point total and relative ranking was established. 

Based upon their (available and related) training, certifications, years of experience, client reviews and peer evaluation, as evidenced by the contributory vote totals, the International (Americas) Award Recipient demonstrated the skills, knowledge and abilities needed to master QuickBooks and provide ProAdvisor services on behalf to their clients within one of the countries defined for the award.

Accordingly, they represent the highest ranked applicant based upon the standard established by Insightful Accountant for the International (Americas) award category.

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Insightful Accountant