‘Appy Hour Blog
Year-End and ADP Retirement Planning & Benefits
Heather & Liz’s Ultimate Guide to Year-End Planning Year-end has always been an opportunity for accounting professionals to look back at their year and develop strategies and processes to transform their work and deepen their client relationships. Well, it’s...
Finding the Right Funding for your Clients with Fundbox
Helping your clients to find funding can feel changeling for both you and your client. Clients are often asking me if I have a funding preference and where should they start looking for funding. Businesses need funds to operate, and with so many obstacles, lending can...
How to use the Transaction Pro Admin Dashboard – Plus Tips for Getting Your Data Ready for Migration
Transaction Pro has a ton of unique features. One of their newest is the Admin Dashboard. The Admin Dashboard helps to manage your clients. When using Transaction Pro, there are a couple of tips. One is how to best import data when using Transaction Pro Importer....
Transform Your Firm Workflows using Intuit Practice Management
What do you mean by “ditch the duct tape”? Are you spending countless hours piecing apps together? Finding the right app can be tricky; with such a flooded market, it can take valuable time and money to find a suitable solution. Duct Tape isn't an ideal...
Simplify eCommerce Accounting with Syn with Connex
eCommerce can be tricky to manage. With the right tools, you can simplify the bookkeeping and accounting to create a more unified solution. Many businesses are exploring online sales. There are several options for online companies. They can choose to have one or more...
Melio Open Mic Session with Sherrell Martin and David Leary
We were thrilled to have both Sherrell Martin and David Leary join us for an ‘Appy Hour episode. This guest powerhouse joined us to share their combined knowledge of how Melio Payments works. Sherrell Martin is the Owner and operator of Nitram Financial...
Explore Sales Tax Nexus for eCommerce Businesses with Webgility
Explore Sales Tax Nexus for eCommerce Businesses With our current state of being stuck inside our homes, this Month's episode took a face-first dive into issues that can be easily fixed with a technological workflow. With a growing number of companies who want to move...
The Accountant’s Guide to Ecommerce Sales Tax Rules
By: Webgility To say that sales tax rules have never been more complex would be an understatement. There are currently more than 12,000 taxing jurisdictions in the U.S. that tax at different rates depending on the time of year and what is being sold. Adding to that,...
Automating Your Client Onboarding
During this month's episode, we took a deep dive into why you should automate your client onboarding. So, what is Client Onboarding? This is the necessary information you need from your client before you begin working with them. Having an automated platform for your...