Rotessa Rundown | Fall 2025
Something's in the air 🍂 We've got a special Rotessa Rundown for you!
In this issue:
- Our 15th Anniversary: Our feature in the local paper, team photos, and – most importantly – who won the swag?!
- Holiday Reminders: mark your calendars with our upcoming holiday closures to plan your payments accordingly
- A New Face at Rotessa: who are you speaking with on support chat?
We're excited for autumn and to share all this good news with you.
1. 15 Years of Rotessa
We take a lot of pride in being in business for 15 years! Payments and small businesses have changed so much, but we've been here the whole time.
We had lots of fun celebrating our anniversary, and we look forward to the next 15 years and more!
Our local newspaper, The Carillon, featured Rotessa and Greg to celebrate our growth. We are so proud of our southeastern Manitoban talent, and this was an exciting way to be celebrated by our hometown media.
If you missed it, we held a month-long promotion that gave 15 per cent off to any Rotessa user who engaged with our social media content in July. What a wonderful way to see how our friends utilize Rotessa and for them to share it with their friends!
In addition to the discount, we held a draw for one lucky winner to receive some Rotessa swag. We announced the winner on our Instagram, but if you missed it: Congratulations to Sarah Dow of SMD Finance!
2. Upcoming holidays 📅
We will not be processing payments, and our support centre will be closed on the following dates:
🧡National Day for Truth and Reconciliation, Tuesday, September 30
🦃Thanksgiving Day, Monday, October 13
🕯Remembrance Day, Tuesday, November 11
Any transactions scheduled on these dates will be processed the following day.
3. A New Face at Rotessa 👋
Meet Noel, the newest member of the Rotessa team! As our new Customer Experience & Support Specialist, Noel will be working to ensure your experience with Rotessa is as smooth as possible. He'll be there to help you on our support chat, offering friendly and effective assistance to help you get the most out of Rotessa's features. Say hello to Noel next time you're on the support chat!
3 things to know about Noel:
- He likes driving older cars
- He enjoys rainy days
- His go-to order at Kung Pao Wok is Two Items Combo, Half noodles/fried rice
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We’d love to hear from you 💙
If you have any comments or feedback about any of our updates or changes, please let us know at [email protected]. Your input helps us continue to make Rotessa better. Stay tuned for the next Rotessa Rundown for more exciting news and updates.
Rotessa celebrates 15 years of helping small businesses get paid
In 2010, Rotessa founder Greg Lepp faced the challenge of collecting tuition payments at a private university. Recognizing the need for a better solution, he launched Rotessa to help small business owners streamline how they get paid. Since then, Rotessa has grown into a trusted platform used by thousands of businesses across Canada and the U.S. —without ever raising venture capital.
“We’re proud of the product we’ve built, but even more proud of the team, the culture, and the relationships that have come with it,” says Lepp. “Building a company with my business partner, Andrew, that supports families, makes work enjoyable, and serves other small businesses – it’s been really rewarding.”
That team now includes more than 20 people working out of the company’s headquarters in Steinbach, Manitoba. Granted, it is not the usual setting for a SaaS company, but one that reflects Rotessa’s grassroots, people-first approach. “It’s rare to see a software company like ours in the middle of the prairies,” says Lepp. “But we’ve always believed that good work and good people matter more than location.”
“Team first” is more than just a value at Rotessa; it’s a guiding principle and a reminder that relationships matter. Many of the company’s longest-standing clients have developed strong, ongoing connections with the team. One customer, Chad from LiveCA, has visited the office with his family while travelling across Canada in an RV trailer. On his first visit, Rotessa’s parking lot became their overnight campsite.
As Rotessa celebrates 15 years, the company not only looks back with pride, but also ahead with purpose. “There are other problems we can help small businesses solve,” says Lepp. “But we’ll keep doing it our way – calmly, intentionally, and together.” While details remain under wraps, the team hints that exciting new services are on the horizon. These new offerings, set to launch in 2026, will further support the small business community Rotessa was built to serve.
To learn more, watch our story.
To celebrate our 15th anniversary, the Rotessa team marked the milestone—literally—by forming a giant '15' in the grass. A fun way to recognize 15 years of growth, teamwork, and serving our amazing customers.
Introducing Our Accountants & Bookkeepers Directory Map
Whether you’re a small business owner looking for the right financial support or an accountant or bookkeeper looking to grow your practice, our new Rotessa Accountants & Bookkeepers Directory Map was built with you in mind.
For small business owners, the directory is a simple, interactive way to find experienced accounting professionals who understand your world. Everyone listed is part of Rotessa’s Partner Program—meaning they’re already using Rotessa to help businesses like yours manage recurring payments more efficiently. You can filter by location, and even access exclusive pricing through our partners.
For accountants and bookkeepers, the directory is your opportunity to stand out. By joining Rotessa’s Partner Program, your practice gets listed on the map, giving you more visibility and a direct way to connect with small business clients who are already looking for support. You’ll also unlock partner perks: unique promotional opportunities, discounted pricing for your clients, and top-tier support from our team.
👉 Explore the directory—and see how Rotessa can help connect the right people, at the right time.
Rotessa Rundown | Summer 2025
Welcome to the jam-packed summer edition of the Rotessa Rundown! In this issue:
Webinar recap: watch Out of Office with Etel Igreda and Kerry Smithies
Interactive A+B Partner Map: Looking for someone?
Holiday Reminders: mark your calendars with our upcoming holiday closures to plan your payments accordingly
Rotessa's Turning 15: celebrating who we are
New Faces at Rotessa: we've got some new teammates
Grab your chilled beverage, unfold the lawn chair, and dive into the latest news from Rotessa!
1. Watch: Out of Office 😎
Summer vacation is around the corner, but are you ready to take the time off? On June 3 we hosted “Out of Office” – a free webinar featuring two accounting professionals, Etel Igreda and Kerry Smithies – who took time off from their business to travel and volunteer.
Rewatch the webinar to learn:
📅 How they planned ahead and set boundaries with clients and employees
🛠️ The tools and systems they used to keep their businesses running smoothly
😌 Their top tips for reducing the stress of stepping away
Reach out if you have any questions or want to learn more about Rotessa’s Partner Program.
2. Where in the World is Your Next Accountant or Bookkeeper? 🗺️
We are proud to partner with valued providers of essential financial services and expertise to businesses from across the U.S. and Canada.
Browse the map to find an accountant or bookkeeper that partners with Rotessa.
3. Upcoming holidays 📆
We will not be processing payments and our support centre will be closed on the following dates:
🇨🇦 Canada Day, Tuesday, July 1
☀️ Labour Day, Monday, September 1
Any transactions scheduled on these dates will be processed the following day.
4. Rotessa turns 15 🥳
In 2010, Rotessa founder Greg Lepp faced the challenge of collecting tuition payments at a private university. Recognizing the need for a better solution, he launched Rotessa to help small business owners streamline how they get paid. Since then, Rotessa has grown into a trusted platform used by thousands of businesses across Canada and the U.S. – without ever raising venture capital.
“We’re proud of the product we’ve built, but even more proud of the team, the culture, and the relationships that have come with it,” says Lepp. “Building a company with my business partner, Andrew, that supports families, makes work enjoyable, and serves other small businesses – it’s been really rewarding.”
Stay tuned for more 15th Anniversary announcements and celebrations!
4. New faces at Rotessa 👋
It has been a busy few weeks as we've welcomed five new members to the Rotessa Team. They've been finding their groove in their new roles and we are so excited to grow and learn more together!
Stay tuned to our social media to learn more about them!
From left to right: Abby, Roland, Marvin, Vitalii, and Nathan
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We’d love to hear from you 💙
If you have any comments or feedback about any of our updates or changes, please let us know at [email protected]. Your input helps us continue to make Rotessa better. Stay tuned for the next Rotessa Rundown for more exciting news and updates.
Out of Office: Exclusive Webinar for Bookkeepers & Accountants
🌴Out of Office: How Accountants & Bookkeepers Can Actually Take Time Off This Summer ☀️
As an accountant or bookkeeper, taking time off can feel like a far-off dream. Between client demands, looming deadlines, and that never-ending to-do list, who has time to step away?
But what if you actually could? If you missed our exclusive webinar, Out of Office, don’t worry—the recording is now available for viewing below. It features two accounting professionals who share how they stepped away from their practices to travel and enjoy the good life. Whether you're dreaming of a vacation or a meaningful break, this webinar will inspire you to actually take time off—and show you how to do it with confidence.
What you'll learn
- How they planned ahead and set boundaries with clients and employees
- The tools and systems they used to keep their businesses running smoothly
- Their top tips for reducing the stress of stepping away
Speakers
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Did you know?
Rotessa has a Partner Program designed especially for accountants and bookkeepers! Partner with us and enjoy:
✔ Exclusive discounts for you and your clients
✔ Co-marketing opportunities
Learn more about the program and how it can benefit your practice here.
Rotessa Rundown | Spring 2025
Welcome to the spring edition of the Rotessa Rundown!
In this issue:
- Webinar recap: rewatch The Bookkeeper's Tech Stack with Tanya Hilts
- Holiday Reminders: mark your calendars with our upcoming holiday closures to plan your payments accordingly.
- Team Highlights: an inspiring afternoon, chatting about AI, as a team!
Here's hoping for an (early and) exciting Spring!
1. Rewatch: The Bookkeeper's Tech Stack 💙
In case you missed it, we hosted a webinar for our Rotessa Partners. Tanya Hilts shared expert insights, the latest tools, and trends shaping the bookkeeping industry in 2025.
Here are some of the AI and accounting tools discussed in the webinar to help streamline your bookkeeping workflow:
- DeepSeek AI - AI-powered search engine
- Copilot - AI-powered sales prospecting tools
- Sosha - AI-powered social media content creation tool
- Xenett - Financial reviews and month-end close processes
- Client Hub - Accounting practice management
Reach out if you have any questions or want to learn more about Rotessa’s Partner Program.
2. Upcoming holidays 📆
We will not be processing payments and our support centre will be closed on the following dates:
🙏 Good Friday, Friday, April 18
🌷 Victoria Day, Monday, May 19
Any transactions scheduled on these dates will be processed the following day.
3. Rotessa AI Summit
We recently spent a Friday afternoon learning from one another.
AI is a part of our everyday lives, so how can we wisely integrate it into our work to better serve our users? Asking each other this question was truly inspiring!
We're excited to see how we can use AI to be the best payment tool that small service-based businesses can’t live without!
Our takeaways:
- Focus on enhancing payment processing features with AI
- Develop a comprehensive AI policy and evaluation framework
- Use AI to complement, not replace, human skills
- Consider AI's role in long-term strategic planning
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We’d love to hear from you 💙
If you have any comments or feedback about any of our updates or changes, please let us know at [email protected]. Your input helps us continue to make Rotessa better. Stay tuned for the next Rotessa Rundown for more exciting news and updates.
Love Your Practice: Exclusive Webinar for Bookkeepers & Accountants
The Bookkeeper's Tech Stack:
Love Your Business with Better Tech in 2025
We are celebrating the heart of small businesses—bookkeepers and small practice accountants! 💙 If you missed our exclusive webinar, The Bookkeeper’s Tech Stack: Love Your Business with Better Tech in 2025, don’t worry—the recording is now available for viewing below.
What You’ll Learn
Stay ahead of the curve with insights from industry experts on the latest trends and tools shaping bookkeeping in 2025. This session covers:
🌟 Hot topics in the accounting and bookkeeping space
🌟 The latest tech trends for bookkeeping in 2025
🌟 Expert insights from special guest speaker Tanya Hilts, CPB, FCPB, AIA, L5CA
Speaker: Tanya Hilts
Tanya Hilts is a trailblazer in the bookkeeping world and the dynamic founder of Cloud Business Services. With over 20 years of experience, Tanya has revolutionized how small businesses manage finances by leveraging cloud technology to improve efficiency. As a Certified Professional Bookkeeper and Fellow of CPB Canada, she has been instrumental in educating and mentoring accounting professionals across North America through her industry-accredited program, Tanya’s Bookkeepers’ Bootcamp, which she launched in 2015. Her dedication has earned her numerous accolades, and she continues to be a sought-after speaker and mentor.
Did you know?
Rotessa has a Partner Program designed especially for accountants and bookkeepers! Partner with us and enjoy:
✔ Exclusive discounts for you and your clients
✔ Co-marketing opportunities
Learn more about the program and how it can benefit your practice here.
Rotessa Rundown | Winter 2024
Hello Winter ❄️
Welcome to the Winter edition of the Rotessa Rundown! This issue is filled with updates to keep you informed and inspired.
- User Spotlight: Learn how Kerry, founder of My Cloud Bookkeeping, used Rotessa to support wildlife conservation in Zambia while seamlessly managing her business back home.
- Partner Program Perks: Discover the benefits of our Accountant and Bookkeeper Partner Program or explore our partner directory for trusted professionals.
- Holiday Reminders: Mark your calendars with our upcoming holiday closures to plan your payments accordingly.
- Team Highlights: Join us in celebrating MJ’s retirement and meet Jessi, our new Head of Customer Experience.
Happy reading—and stay cozy!
1. User spotlight: My Cloud Bookkeeping 👀
Kerry, the founder of My Cloud Bookkeeping, used her skills to support wildlife conservation efforts in Zambia—all while her business back home ran seamlessly. With Rotessa handling her payments, Kerry could focus on what matters most: making a difference.
Read the full story of how automation with Rotessa helped her to pursue her passion abroad.
Kerry with guide, Dingiswayo Mulamba.
2. Do you know about our partner program? 🤝
Rotessa's Accountant and Bookkeeper Partner Program is here for you! Accountants and bookkeepers can apply to join and enjoy benefits like discounted pricing. Not an accountant or bookkeeper? No problem—if you’re searching for one, our partner directory is the perfect place to start. You’ll find professionals near you who are already familiar with Rotessa, making the transition smoother than ever.
3. Upcoming holidays 📆
We will not be processing payments and our support centre will be closed on the following dates:
🎄Christmas Day, Wednesday, December 25
📦 Boxing Day, Thursday, December 26
🎉 New Year's Day, Wednesday, January 1
Any transactions scheduled on these dates will be processed the following day.
4. Behind the scenes at Rotessa 🎬
We recently raised our glasses to MJ, the first-ever Rotessa team member to retire! From day one, MJ's work ethic and dedication have made a lasting impact at Rotessa. We wish her all the best!
MJ with founder, Greg
Meet Jessi! 👋
Jessi is the newest member of the Rotessa team, as Head of Customer Experience.
Three fun facts about Jessi:
- Is a low key nerd with a video game and console collection, but not a hardcore gamer as she owns every version of Sims 3, but also almost all the Assassins Creed games.
- Heavy reader having already read 60 books in 2024, mainly Romantasy and Young Adult.
- Was born in the Netherlands and moved around a bunch in Canada as a child, leading to her graduating High School from her 11th school.
Life at Rotessa
Here's our team in action—collaborating, connecting, and making Rotessa what it is!
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We’d love to hear from you
If you have any comments or feedback about any of our updates or changes, please let us know at [email protected]. Your input helps us continue to make Rotessa better. Stay tuned for the next Rotessa Rundown for more exciting news and updates.
My Cloud Bookkeeping makes an impact abroad, Rotessa handles payments
We recently heard from Kerry, an inspiring Rotessa client and founder of My Cloud Bookkeeping, who spent four weeks volunteering in Zambia, Africa, with Accounting for International Development and Wildlife Crime Prevention. With a passion for conservation and supporting meaningful causes, Kerry dedicates her time to organizations focused on protecting wildlife.
But here’s the amazing part: while Kerry was thousands of miles away, her business back home was running smoothly, thanks in part to Rotessa. Automating her payments allowed her to stay focused on her volunteer work, knowing thather clients' payments were being handled with ease.
“Thank you so much for enabling me to travel and assist organizations doing important conservation work while my business takes care of itself!” says Kerry.
We’re thrilled to support business owners like Kerry who make a difference both locally and globally. By scheduling her payments with Rotessa, Kerry can pursue her passion for volunteer work without the daily demands of managing client payments.
Kerry with guide, Dingiswayo Mulamba.
Whether you're volunteering abroad or just want to save time to focus on what matters most, reach out to learn how Rotessa can keep your business moving forward.
Rotessa Rundown | Fall 2024
Hello Fall 🍂
Welcome to the Fall edition of the Rotessa Rundown! As the leaves change, we're thrilled to share Embrace Orthodontics' user story, insights on small business payment trends, and another payment horror tale. Also, stay informed about upcoming holidays, meet our newest team member, and have a look behind-the-scenes at Rotessa.
User spotlight: Embrace Orthodontics 🦷
Discover how the Embrace Orthodontics team focuses on patient care, from technology to seamless payments, all while fostering lasting connections. Dive into their story and see how they’re putting patients first. Read it now.
Small business payment trends 📈
By choosing Rotessa, you've taken a proactive step to optimize your operations, save on costs, and ensure that your business continues to thrive. Here are some key insights:
- 29% of small businesses in Canada identified cash flow as their most significant challenge.
- Approximately 40% of small businesses experience late payments, with an average delay of 20 days.
- On average, small businesses in Canada spend up to 2% of their revenue on payment processing fees.
Source: Canadian Federation of Independent Business (CFIB)
Another horrific tale 😱
"A client was supposed to pay us after they got back a particularly large tax refund with our help but when we got tired of waiting we asked why the delay and they said they spent all the refund money to get out of jail." - submitted by Muib
Have a payment horror story you want to share? Send it to [email protected]. If we publish it, we'll send you Rotessa swag!
Upcoming holidays 📆
We will not be processing payments and our support centre will be closed on the following dates:
National Day for Truth and Reconciliation, Monday, September 30
Thanksgiving Day, Monday, October 14
Remembrance Day, Monday, November 11
Any transactions scheduled on these dates will be processed the following day.
Behind the scenes at Rotessa 🎬
Meet Daniel! 👋 Daniel is the newest member of the Rotessa team, in the role of Web Developer and Graphic Designer.
Three fun facts about Daniel:
- He enjoys cooking and trying new foods (he's also a big fan of fries and ice cream as a snack).
- He's the former world record holder for Luigi Circuit in MarioKart Wii.
- Despite being a homebody, he has been cliff jumping, canyon swinging, paragliding, water skiing, ridden many roller coasters, and one day hopes to go skydiving.
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We’d love to hear from you
If you have any comments or feedback about any of our updates or changes, please let us know at [email protected]. Your input helps us continue to make Rotessa better. Stay tuned for the next Rotessa Rundown for more exciting news and updates.