‘Appy Hour Blog
Why Migrate to Microsoft?
Heather and Liz discussed why they migrated to Microsoft. Liz shared that she was using Google for everything but when she saw what Heather was doing with Microsoft she transitioned as well! Did you know that you can connect with others to get your firm transitioned...
What is ‘Appy Hour Camp?
What is ‘Appy Hour Camp? On Tuesday July 26th, 2022 Liz and Heather were joined by ‘Appy Hour Camp Sponsors and attendees to discuss an important question, what is ‘Appy Hour Camp? We were joined by some of our technology partners, including Kim Ambaugh from Intuit,...
Corpay One: Past, Present, and Future Innovations
On July 12th, Liz and Heather were joined by Corpay One, a leading provider of cloud-based, automated solutions for Accounts Payable and Expense management. Our guests were Bob Lewis, SVP of the Accountant Channel and Jeremy Van Groll, Founder of Nonprofit Bookkeeping...
How to turn chaos into calm with Client Hub
Is “waiting on clients” creating havoc with your workflow? Gathering answers and collecting documents from your clients is a critical part of your workflow. When clients don’t respond, your workflow is interrupted, and you end up wasting valuable time re-sending...
Rescuing, Scope Creep, and Other Ways You Give Away Your Services
Pricing is a tricky subject in our industry. Accountants are challenged with negotiating the right price while conveying the value of the services provided to their clients...all without selling themselves short or entering into a 'scope creep' situation. Often times,...
Real Time Review with Xenett Autoreview
Wouldn't it be awesome if there was a tool that facilitated the financial review process and cued you in to discrepancies automatically? Well, there is! Xenett Autoreview is an intelligent cleanup tool that auto-detects all the possible errors in QuickBooks...
Post Tax Season Celebration: Refresh, Renew, Rejuvenate
We had a BLAST with our friends from Ignition during this Post Tax Season Celebration! Ryan Embree, Head of Partnerships and Jennie Moore, Partnerships Manager kept us company and brought such fun energy to our episode. We took the opportunity to celebrate all of the...
Get Your Clients to Pay What You Are Worth
Accountants and bookkeepers are facing significant pricing pressure, seldom earning what they deserve…or even what they need. This crippling pricing pressure prohibits practices from creating models that scale, exhausts small practices with overworked and...
How selling through multiple channels can impact sales tax obligations
There are good reasons to focus on one sales channel, and some even better reasons to sell through multiple channels. Retailers capable of reaching consumers where they’re most comfortable are better able to foster brand awareness and loyalty. Those that allow...