OUR TEAM

'I worked with Sherri-Lee and Megan at Balsam Way  before opening our new brewery in 2021. Opening a brewery is extremely stressful and it was invaluable to get advice on how to setup our accounts and systems properly before we opened.

 

Sherri-Lee and Megan have a wealth of knowledge on everything from POS, taxes, sales reporting, the CRA, payroll, and banking. They also have lots of brewery industry contacts and experience.

 

Megan helped us get our Square POS system setup and had some great advice on LDB/Excise reporting that saved me a ton of time. This team is highly recommended!'

 
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Sherri-Lee Mathers

CPB, AIA,  Level 5 Certified Advisor, Accounting Technologist with a specialty in Accounting Data Management

During the COVID-19 pandemic, Sherri-Lee worked alongside Save Startups to advocate for BC Craft Breweries and assisted numerous start-up breweries in qualifying for BC Small Medium Business Recovery Grant after they were initially denied. 

You can shorten your ‘brewery bookkeeping and processes’ learning curve by leveraging Sherri-Lee’s wealth of knowledge, experience and connections obtained from working with breweries and wineries across BC.  Sherri-Lee’s superpower is her edgy, forward-thinking approach to all that she does. She strives for simplicity and aims to minimize data entry by leveraging technology so you can focus on doing what you do best: making great beer.

She enjoys working with businesses in the zero- to five-year range, where her focus is on helping these new breweries and wineries wade the waters of being a start-up.  From building bookkeeping systems that help tell a financial story, software stacks, to operational integrations that improve craft accounting workflows she helps you set the stage for quick, sustainable profitability. Her expertise in the craft manufacturing industry ensures your business’s accounting accuracy and takes the worry out of running a brewery.

 

Sherri-Lee is the founder of Balsam Way Bookkeeping & Business Solutions, is a Certified Professional Bookkeeper, Advanced Cert Quickbooks Online ProAdvisor, Member Intuit Trainer Writer Network, and has been named 4 years in a row to Insightful Accountants Top 100 ProAdvisors.

Insightful Accountant Top 100
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Certified Professional Bookkeeper Canada
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“Sherri-Lee is very passionate about the integrity and accuracy of the client data she works with. She is very forward thinking and knows the importance of clean data in order to properly leverage new innovative technologies in the correct way. She is also very experienced in the

e-commerce and brewery spaces and has been extremely knowledgeable and valuable in helping us understand the operational intricacies. Driving client value is of extreme importance to Sherri-lee and is always on her mind.”

- Kelly Cherniwchan, CEO Chata Technolgies - AutoQL

Schedule a chat with Sherri-Lee

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Megan Wood

Craft Operations & Education Specialist

Megan understands the unique operational and bookkeeping needs of your crafty business.  You can leverage the experience she’s obtained being the general manager of not just one, but  two BC Craft breweries. 

Megan’s skills as a Certified Ekos Partner and our resident Square expert will help you fast-track and optimize your setup. She is also skilled with BrewNinja and Shopify, and can help you set up or reorganize your inventory management and POS systems to simplify your business and reporting.

Megan has extensive experience both optimizing and developing brewery workflows that connect your operations and accounting processes. She is also a skilled technical writer who specializes in curriculum development. Megan can provide you with either simple or  comprehensive guides and training to keep your craft business running smoothly.

 

 

Schedule a chat with Megan