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Jarna Cherry
BAS Agent & Bookkeeper
Professional Background
Jarna Cherry is a dedicated financial professional who thrives on simplifying the intricate world of numbers for her clients. As the Principal at No BS Bookkeeping, Jarna uses her extensive knowledge and experience in financial services to provide innovative solutions that save her clients both time and money. Her approach is focused on helping clients meet their legislative compliance requirements while freeing them from the stress often associated with bookkeeping tasks. With her remarkable ability to turn seemingly complicated financial statements into clear, comprehensible documents, Jarna takes immense pride in transforming the financial journeys of those she works with.
Throughout her career, Jarna has honed her skills across various roles in the finance sector. With a strong foundation as a Bookkeeper at MagnifyUp, she began her journey into the realm of financial management. Her experience as a Virtual Assistant at the same company further enabled her to develop a multifaceted understanding of client needs, allowing her to deliver tailored financial solutions.
In her earlier career, Jarna also held significant positions, including that of Internal Sales Coordinator at Bulk Handling Australia and Reception/Administration at Southern Independent Liquor. Each role has contributed to her comprehensive skill set, making her adept in not just bookkeeping but also in customer service and operational administration. This versatility ensures that her clients receive a well-rounded service that addresses various aspects of their financial management needs.
Education and Achievements
Jarna’s educational background has been pivotal in shaping her understanding of financial services. She began her academic journey at Wheelers Hill Secondary College, followed by her specialized training at Chisholm Institute, where she earned her Certificate IV in Financial Services. This formal education provided her with a solid foundation in financial principles and practices, equipping her with the analytical skills necessary to excel in her career.
Her commitment to ongoing learning and improvement reflects her dedication to staying current within the constantly evolving field of finance. Jarna is passionate about leveraging her educational background to help clients navigate the often daunting landscape of financial compliance and bookkeeping.
Notable Achievements
One of Jarna's most notable achievements is the successful launch and growth of No BS Bookkeeping—a testament to her entrepreneurial spirit and expertise in the field. Under her leadership, the business has grown to become a trusted name in bookkeeping, known for its straightforward and effective approach to financial management.
Jarna is particularly skilled in creating systems that simplify bookkeeping for her clients. She relishes the challenge of troubleshooting complex financial puzzles and takes great satisfaction in helping clients achieve clarity in their financial operations. Her ability to streamline processes ensures that clients not only fulfill their compliance requirements but also gain peace of mind as they see their financial data organized in a way that is easy to interpret.
In addition to her technical skills, Jarna has an innate ability to communicate financial concepts to clients who may not have a background in finance. This unique skill helps build lasting relationships with her clients, as they appreciate her commitment to making their financial lives easier and more manageable. Jarna’s enthusiasm for her work, combined with her proven track record of success, makes her a highly respected professional in the bookkeeping community.
Conclusion
Jarna Cherry is more than just a bookkeeper; she is a passionate advocate for her clients’ financial well-being. Her ability to demystify numbers and provide clarity in financial reporting has transformed the lives of many who have sought her expertise. With a deep-seated commitment to excellence, ongoing education, and a proven record of achieving results, Jarna continues to make a significant impact in the field of financial services. Her journey reflects a blend of professional growth, dedication to client service, and a relentless pursuit of simplifying finances for all individuals and businesses she represents.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.