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Moira Milligan
Certified Public Bookkeeper and Xero Advisor, Delta, BC
Professional Background
Moira Milligan is a highly experienced bookkeeper with an impressive background in supporting small business owners and non-profit organizations. With over a decade of experience in the bookkeeping field, she has developed a specialization in advisory services tailored specifically for Xero Cloud Accounting Software. Moira's expertise allows her to assist clients in optimizing their operations, improving their financial management, and gaining insight through detailed analysis and recommendations. Her work emphasizes not only accuracy in bookkeeping but also the strategic use of software tools to enhance business performance.
As a Xero Certified user since 2012, Moira has supported numerous businesses in transitioning to cloud-based accounting solutions, ensuring they derive maximum value from their Xero software. Her certifications, which span from 2012 to 2024, reflect her commitment to remaining knowledgeable about the latest industry practices and software capabilities. Additionally, her certification in Xero Migration from 2018 through 2020 further demonstrates her ability to assist businesses transitioning from traditional accounting methods to online platforms.
In her role as an Advisory Committee Member for the Bookkeeping Program at Ashton College School of Business in Vancouver, BC, Moira contributed to the curriculum and pedagogical outcomes of aspiring bookkeepers from September 2015 until July 2018. This experience showcases her passion for education and mentoring, as she works to prepare the next generation of financial professionals.
As a dedicated member of the National Payroll Institute since January 2021, and more recently a member of the PayrollOrg—the American Payroll Association as of October 2023—Moira has continuously expanded her professional network and knowledge base, ensuring she stays ahead of changing payroll regulations and practices that affect small businesses.
Her diverse skill set further extends to several sectors, including construction sub-trades, farms, manufacturing, and startup companies. Moira's approach to bookkeeping emphasizes personalized support, often engaging in one-on-one training and mentoring to empower business owners with the knowledge they need to manage their finances effectively.
Education and Achievements
Moira Milligan's educational journey is a testament to her commitment to professional development and excellence in her field. She has undertaken rigorous training to become a Certified Trainer for Sage 50 Canadian Edition at Sage University. This certification enhances her credibility as a trainer and advisor, enabling her to effectively support small business owners who utilize this accounting software.
Before entering the financial sector, Moira studied at Irvine Royal Academy in Ayrshire, Scotland, where she completed her high school education. This foundational experience provided her with crucial skills that have contributed to her success today.
In addition to her early academic pursuits and practical training, Moira has distinguished herself within the Xero Partner Program by achieving Certified Partner status. This certification signifies not only her comprehensive understanding of Xero accounting software but also her dedication to providing her clients with the highest standard of bookkeeping and advisory services.
Achievements
- Xero Certification (2012-2024): Maintains active certification to provide the most knowledgeable and current advisory services regarding Xero Cloud Accounting Software.
- Xero Migration Certification (2018-2020): Expert in assisting businesses with transitioning to Xero from other accounting platforms, ensuring seamless integration and continued financial operations.
- Program Advisory Committee Member (Ashton College School of Business, Vancouver, BC, 2015-2018): Collaborated with educators to refine the bookkeeping curriculum, mentor students, and advocate for best practices in accounting education.
- Memberships: Active member in esteemed organizations such as the National Payroll Institute and PayrollOrg (American Payroll Association), further amplifying her knowledge of payroll processes and compliance standards.
- Diverse Industry Engagement: Experience working with small businesses, non-profits, and various sectors such as agriculture and manufacturing, tailored to meet distinct client needs through focused training and mentorship.
Overall, Moira Milligan is an accomplished professional whose dedication to her clients and the bookkeeping industry is exemplified through her extensive training, certifications, and proactive approach to service. She continues to be a beacon of knowledge for small business owners seeking to navigate the complexities of financial management. Her passion for one-on-one mentoring helps empower others in the community, ensuring that they not only understand their financials but are also equipped to succeed in their respective fields.
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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.
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- Reminders and Notes: Helps you remember important details about contacts
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- 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.
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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.
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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 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.
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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 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.
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