by Megan Satterley | Sep 18, 2023 | Episodes
Sharrin Fuller of Glass Wallet joined us on September 12th, 2023 for a Firm Spotlight and it was awesome! We had been waiting all summer for this! A little bit about Glass Wallet Sharrin has been in the accounting realm since 2006. She had a firm and sold it, thought...
by Megan Satterley | Sep 7, 2023 | Episodes
Sarah Prevost and Lynda Artesani from Mintage Labs joined us for a Firm Spotlight on August 22, 2023, and it was so cool and different to hear about the apps that they are using in the Legal Industry! A little bit about Mintage Labs Mintage Labs has 18 team members,...
by Megan Satterley | Aug 30, 2023 | Featured App
Judie McCarthy Co-founder, Client Hub Being a successful accountant or bookkeeper is about more than just balancing the books – it’s about creating meaningful connections with your clients. In our latest article, we delve into actionable ways to let your clients...
by Megan Satterley | Aug 16, 2023 | Episodes
On Tuesday, August 15, 2023, we were joined by Tal Ben-Bassat from Anchor for a Deep Dive! Tal is not only a CPA but also an attorney! He was doing tax in the UK for a while, got his MBA, and was doing consulting work before he closed his firm to join Anchor a year...
by Megan Satterley | Aug 10, 2023 | Episodes
Jennie from Ignition joined us on Tuesday, August 8th, 2023 for a Campfire Chat, and we had the best time. For this episode, we decided to sit back, and chat about what we have all been seeing at conferences this year! Jennie has been in the industry for 20 years and...