by Megan Satterley | Jan 30, 2023 | Episodes
On Tuesday, January 17, 2023, Heather and Liz reunited with Mike Triantos of Jirav, Evan Wells of Jirav, and Dawn Brolin of the Designated Motivator. Such great humans and we had a blast! There are so many great things that came out of camp and in this episode, we...
by Megan Satterley | Dec 30, 2022 | Episodes
On December 20th,2022 Heather and Liz were joined by Heather Sperduto from ADP for this month’s Campfire Chat Series. Heather has been with ADP for 2 decades! She really enjoyed our intimate moments at camp when the thought leaders and attendees could share...
by Megan Satterley | Dec 27, 2022 | Episodes
On December 13th, 2022 Heather and Liz were joined by Shahram Zarshenas from Financial Cents to discuss organizing your firm and getting more done. Shahram mentioned baking a cake as an analogy: When your firm is small, maybe just you and a few clients, everything you...
by Megan Satterley | Dec 13, 2022 | Episodes
Accounting itself is a serious and delicate work. Put disorganized workflows and a disjointed team on top of it, and you’ll have a full-blown disaster. Take Larisa Lopez for example. She started her firm by managing all her accounting processes with spreadsheets,...
by Megan Satterley | Dec 9, 2022 | Episodes
On November 22nd, 2022 Liz and Heather were joined by Heather Sperduto from ADP to discuss dominating year-end with account connect. We discussed the top 3 things that come to mind when you are approaching year-end. Liz’s top 3 were team meetings to discuss 1099...
