by Megan Satterley | Feb 6, 2024 | Featured App
NEW YORK, FEBRUARY 6, 2023 — Relay, the business banking platform designed specifically to address the needs of accountants and bookkeepers, announced today a new Partner Program for advisor firms. The new program rewards advisors for referring clients to the Relay...
by Megan Satterley | Feb 5, 2024 | Featured App
As we stand on the brink of a new year, I can’t help but reflect on the constants that anchor us, regardless of the date on the calendar. And right at the top of that list? The unchanging importance of cash flow management. It’s the heartbeat of every successful...
by Megan Satterley | Jan 29, 2024 | Episodes
On Tuesday, January 23rd, 2024 Carla Caldwell joined us for a Firm Spotlight and we got the lowdown on the apps in her tech stack! A little bit about Caldwell Consulting Carla started Caldwell Consulting when she stopped working at software companies and decided she...
by Megan Satterley | Jan 17, 2024 | Episodes
On January 16, 2024, we rounded up the coolest apps, from zippy accounting to out-of-this-world virtual adventures that we think you should be on the lookout for as well as use for you and your company! Let’s dive in! Embark on a journey of financial and...
by Megan Satterley | Jan 3, 2024 | Episodes
On December 28th, 2023 we had our New Year’s Party Episode and it was a blast! We had a great time hanging out with friends, playing fun games, and scoring awesome prizes. It set the perfect tone for kicking off the new year with laughter and good times.
