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
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How to turn chaos into calm with Client Hub
Is “waiting on clients” creating havoc with your workflow? Gathering answers and collecting documents from your clients is a critical part of your workflow. When clients don’t respond, your workflow is interrupted, and you end up wasting valuable time re-sending...
Rescuing, Scope Creep, and Other Ways You Give Away Your Services
Pricing is a tricky subject in our industry. Accountants are challenged with negotiating the right price while conveying the value of the services provided to their clients...all without selling themselves short or entering into a 'scope creep' situation. Often times,...
Real Time Review with Xenett Autoreview
Wouldn't it be awesome if there was a tool that facilitated the financial review process and cued you in to discrepancies automatically? Well, there is! Xenett Autoreview is an intelligent cleanup tool that auto-detects all the possible errors in QuickBooks...
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…
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