by Megan Satterley | Oct 13, 2023 | Episodes
On Tuesday, October 10, 2023, Judie McCarthy from Client Hub joined us for a Deep Dive and it was a blast! Judie is about to celebrate her 25th year as a Quick Books ProAdvisor! She is the co-founder of Client Hub as well as an Accounting Technology Consultant,...
by Megan Satterley | Sep 28, 2023 | Episodes
On September 26th, 2023, Jane Ingram and Nick Chandi from Forwardly joined us for a Deep Dive and we were so excited to learn more about this new tech! Jane Ingram is the Director of Operations at ForwardAI and the creator of Forwardly! She has worked with small...
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...