Check out the Black Friday Deals of the Season!
Accountants + Apps = Win!
With Hosts Heather Satterley & Liz ScottConnecting finance business with the latest in technology, apps, & services
Accountants + Apps = Win!
With Hosts Heather Satterley & Liz ScottConnecting finance business with the latest in technology, apps, & services
Upcoming Events
Upcoming Events
Is Your Firm Cyber Secure? What You Need to Know to Protect Your Firm and Clients with Practice Protect
Latest Episode
Recent Blog Posts
Relay – A New Kind of Banking
Financial Visibility - the key to empowering your clients and differentiating your firm We had some great guest speakers join us on our latest episode to discuss a better way of banking with Relay. Let’s meet them! Financial Visibility has been more important these...
Financial Visibility: The Key to Empowering your Clients and Differentiating your Firm
A typical day for one of your clients might feel like this: My team used their personal cards and cash to purchase supplies this week for a big job we’re completing. I sent multiple checks out last week (was it last week?) and I know some were deposited but not all of...
The Power Of CRM
For those of us who are not familiar with the acronym, CRM means Customer Relationship Management 2020 was a big wake-up call on how we relate and communicate with our clients in this virtual world. Onboarding new clients can be demanding without a suitable method for...
The Story of the ‘Appy Hour
Liz Scott and I (Heather Satterley) met back in 2017 when we were partnered together to teach a Master Class on QuickBooks Online for Intuit. Before the end of the first day we quickly realized that we were each other’s second self. Not only did we share a deep understanding of accounting processes and technology, but we both had an insatiable desire to learn as much as we could about new innovations, how they work, and how they will forge the future of our industry…
Program Sponsors
