Kallie CPA

Kallie CPA Juliet (Havanese, 3) and Lily (Poodle, 10) talk accounting, bookkeeping, taxes, money, and more.

Hey digital friends. Senior Partner Lily got attacked by a very large, very aggressive dog on our morning walk to school...
05/27/2026

Hey digital friends. Senior Partner Lily got attacked by a very large, very aggressive dog on our morning walk to school this morning. It appears skin and bone are not broken, I am very happy to say. She is in pain but it appears there is no bone or ligament damage. Either way, this girl is getting lots of pain meds, and a lot of treats and cuddles.

Lily is alive, and she is our hero. The attacker only had eyes for her, and Junior Associate Juliet and her child companion, Kallie CPA Jr., were able to flee. I was injured by the fall when we were attacked; it could have been much worse. I am grateful animal control was on the scene quickly.

Juliet won't leave her side, and is making sure she gets all the care she needs.

Take care of yourself friends.

05/22/2026

HAVE A GREAT WEEKEND SWEETIES! I AM SO GLAD I BEE-FRIENDED YOU!

Love Juliet, Junior Associate, KALLIE CPA

05/19/2026

What I will pay for a scrunchie does not match what Juliet will pay, especially in her moment of craving.

Time and skill are the same way. So often we charge for our time. Clients do not value our time, however. We value our own time, but clients value the relationship, skill, expertise, advice, and results.

The faster and more experienced I get, the more value we both receive. Win-win.

Value based billing is where it is at for me.

Closed captioning: BARK BARK BARK BARK BARK BARK
05/16/2026

Closed captioning: BARK BARK BARK BARK BARK BARK

Juliet discovered something interesting in the name of , , and .At the Wal-Mart checkout, I can have them scan my app...
05/15/2026

Juliet discovered something interesting in the name of , , and .

At the Wal-Mart checkout, I can have them scan my app QR code and it links the account with my in-store purchase.

So now I have a digital copy of the receipt in the same place as the delivery receipts.

I have been taking photos of my reciepts so that I have them for returns and to track my purchases. However it is hard to take a clear photo, and I often forget, and it is not easy to use the receipt to crunch numbers unless I do it manually.

Now that both in-store and delivery receipts are on my account, I should be able to download the detailed purchase data for the whole year at a time.

I did it for 2025 for the delivery receipts:
- download csv spreadsheet of every purchase
- sort by item name or code
- categorize into categories (I did this pretty quickly because I don't have a paid Google Gemini AI subscription. I have ways to do it quickly anyways though. Feel free to ask me more haha
- Then did a pivot table to find out what I am actually spending

This is for my own personal interest and budgeting, but also I like learning how to do bookkeeping efficiently. Learning new tools always ends up being useful.

05/14/2026

Today is a rest day.

05/14/2026

Walking to work is a great way to save money and the environment. Best of all it is good for your health and well-being.

When you work from home, make sure you touch grass once in awhile.

Even Juliet.

05/13/2026

Happy Wednesday my dudes!

Juliet is done with the week already. She is just staying home and watching Dadi Freyr "I'm out and I wanna go home" music video on repeat.

After a busy tax season or year end or audit season, or if you are just starting to get busy (or have never stopped being swamped with work), this one is for you.

Remember to get outside, breathe the fresh air, and have naps when you need them. Try not to lose sleep over work, sleep is important.

Bedsheets before spreadsheets.




Juliet is hoping everyone has a chance to unwind tonight. The Mummy day can be a lot. Whoever you are and whatever you a...
05/11/2026

Juliet is hoping everyone has a chance to unwind tonight. The Mummy day can be a lot.

Whoever you are and whatever you are going through, we hope you are attended to with as much care as devout attendants would care for a pharaoh.

You're worth it.



05/08/2026

Juliet is on medical leave for a hysterectomy & oophorectomy. She has dozens of kids, and the doctor still asked "what if your husband wants more kids?" So she bit him. Am I right ladies?

Anyways, our Junior Associate is wearing her margaritaville Hawaiian shirt and hopped up on painkillers, but she still felt like she had to get right back to work.

At first we talked to her about work-life balance. We told her that it set a bad example for the less experienced staff. But she just yelled "I won't let menopause get me! The spreadsheets wait for no man!" We didn't have the heart to tell her that her computer isn't even on. And that isn't a computer, that's a couch.

Anyways, we are just going to let the tramadol work its way out of her system, and then we are going tuck her into bed.

Health and wellness to everyone!

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Lethbridge, AB
T1H0T4

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