‘Appy Hour Blog
Relay – A New Kind of Banking
Financial Visibility - the key to empowering your clients and differentiating your firm We had some great guest speakers join us on our latest episode to discuss a better way of banking with Relay. Let’s meet them! Financial Visibility has been more important these...
Financial Visibility: The Key to Empowering your Clients and Differentiating your Firm
A typical day for one of your clients might feel like this: My team used their personal cards and cash to purchase supplies this week for a big job we’re completing. I sent multiple checks out last week (was it last week?) and I know some were deposited but not all of...
The Power Of CRM
For those of us who are not familiar with the acronym, CRM means Customer Relationship Management 2020 was a big wake-up call on how we relate and communicate with our clients in this virtual world. Onboarding new clients can be demanding without a suitable method for...
ADP’s PEO SERVICES
We were excited to have our Champaign Sponsor, ADP, and also special guest Chris Farrell who is the CEO of Liscio. It was a great episode over PEOs and how they can be beneficial to your firm. You can watch the live video here! Many businesses were affected by 2020...
The value of the right CRM and accounting software integration
When you think about how to streamline your finances, a CRM and accounting software integration probably doesn’t come to mind. Although it should. If you want to simplify your business’ financial management, keep reading to learn how connecting your CRM and...
Beautiful Reporting and Financial Insights
We were grateful to have Rowan Eister with Fathom join us for our first Episode of the New Year along with special guest speaker, Geni Whitehouse. Geni Whitehouse is an amazing Mentor! She is a Best-selling Author and International Keynote Speaker and we were honored...
Intro to HR Outsourcing with ADP
What is PEO? A PEO, or professional employer organization, is a type of full-service human resource outsourcing known as co-employment. In this arrangement, the PEO performs various employee administration tasks, such as payroll and benefits administration, on behalf...
Elevate Your Firm With Advisory Services From Fathom
Fathom is a comprehensive financial intelligence, analysis, and reporting platform that allows you to provide meaningful insights to your clients and build trusting, long lasting advisory relationships. Our platform is also uniquely designed to make your advisory...
Apps to Watch in 2021
This year has been full of technology improvements. With a wide range of necessary technology for remote working, we have seen an industry boom with technology. Some of the apps that have caught our attention we'd like to share with you today. These are apps that are...