Client Tales: Use LiveCA For Accounting When It Counts


Today, we’re really excited to introduce you to our friends at LiveCA. We really think they’re a great company for our bread and butter — that’s you, freelancers and SMBs — to know. LiveCA is Canada’s first online accounting firm that let’s on-the-go entrepreneurs talk to chartered accountants anywhere, anytime. Like so many of our clients, they provide a service and use Quote Roller to sell that service faster. Let’s meet them!


Jen Riggins: Could you please briefly introduce yourself and tell us what your business is about?

LiveCA's Josh Zweig

Josh Zweig: We’re Canada’s first online accounting firm allowing today’s mobile entrepreneurs to connect directly to a Chartered Accountant wherever, whenever. Our philosophy is that accounting is no longer just about doing taxes, but also about technology. The more accessible your accountant is, and the more informed they are about accounting technology, the more value they can add to your business.

Jen: Why did you start it? What makes it unique?

Josh: Needless to say, accountants don’t have the best reputation as being innovative and cutting edge! We’re looking to change that and show business owners the value that an accountant who’s familiar with tech can bring to a business.

Jen: What do you love about being an entrepreneur?

Josh: No day is a dull day! I love the fact that when I encounter something new, I can just try it out! Whether it’s creating a client-focused back-office system or as simple as just trying out a new app (like Quote Roller!) and seeing if it works in the business – when it works and clients appreciate it, it’s a great feeling!

LiveCA Chad Davis
LiveCA’s Chad Davis

Josh: Lifestyle. If we can keep our clients happy and at the same time I can spend time with family/friends and play some flamenco guitar (just started lessons) I’ll feel pretty successful.

Jen: How did you hear about Quote Roller? Why did you decide to try our app?

Josh: I heard about you guys from a group of “forward thinking accountants” (yes, I know, there is such a thing) called Thriveal. They were using it in their practices so I thought I’d give it a go.

Jen: How does Quote Roller help your business?

Josh: We’re all about saving time – Quote Roller helps us get an awesome looking proposal out in minutes! It’s become a central part of our on-boarding process whenever we sign up a new client. Once the proposal is signed is Quote Roller, we welcome them aboard and get the ball rolling.

Jen: What would you tell your friends about Quote Roller?

Josh: That if they have a service business, they should start using it.

Jen: Have you seen any winning rate increases? Any other delightful numbers?

Josh: 30 accepted proposals in 2 weeks! Delightful, no?

Super Accountant

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