‘Appy Hour Blog
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...
Assessing and Improving your Customer Experience Level so you can Rock 2021
November 2020 Chris Farrell, CPA As we round out 2020 and look to 2021, top-performing firms are assessing their operations with new goals in sight - to improve operational performance for staff, and to delight clients in the process. This guide is designed to help...
QB ‘Appy Hour Gingerbread House Competition
Tis’ the season for some gingerbread house joy! We invite you to join the fun in our Annual Gingerbread House Competition! Whether you choose to make it from scratch or buy a kit is up to you just as long as you have a jolly time doing so! Our sponsors this year are...
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...