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.
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A better way to get paid
Withdraw money directly from your customer’s bank account when their payments are due. Schedule one-time or recurring payments to get paid on time.