‘Appy Hour Blog
Firm Spotlight: Ignite Spot Shares Their Tech Stack
Dan Luthi from Ignite Spot joined us for a firm spotlight on April 11th, 2023 and we had a blast! A little bit about Ignite Spot Ignite Spot has been in business for 15 years with 26 team members, and between 250 and 300 clients! They focus on small businesses and do...
Don’t Risk Critical Data Loss During Tax Season
On Tuesday March 28, 2023 Heather and Liz took a deep dive into Rewind. They were joined by Bradley Clifford, the financial controller at Rewind. Bradley member of leadership team, and oversee the accounting team. He has previously lived in the UK and is now in...
Tips for developing effective workflow
By Judie McCarthy, Recovering Accountant and Co-founder of Client Hub Managing financial transactions accurately and efficiently is crucial for small businesses to ensure tax compliance, financial management, and decision-making. Bookkeeping is an essential function...
Client Hub Eliminate Pain with Their New FREE Recategorize Plan
By Judie McCarthy, Recovering Accountant and Co-founder of Client Hub For 20 years, my staff and I suffered through the dreaded task of getting answers from clients regarding unknown bank and credit card transactions from their statements or QuickBooks bank feeds. We...
Protect Your Financial Data with Rewind Backups for QuickBooks Online
As a business owner or accountant, one of the most critical aspects of your job is to ensure that your financial data is safe and reliably backed up. While QuickBooks Online offers a basic backup feature, it might not give you the level of data protection you need for...
Building an Effective Tech Stack for Your Cloud Accounting Firm
If you're running a cloud accounting firm you know that building an effective tech stack is crucial. It's what allows you to streamline your workflows, improve your efficiency and provide better services to your clients. However, building a tech stack can be a...
Profit First and Relay: A Powerful Partnership for Small Business Financial Growth
Hey there! If you're a small business owner, you know how crucial proper cash management is for the success and growth of your business. That's why we're excited to share the big news about the partnership between Profit First Professionals and Relay, a top banking...
Unlock the Power of Keeper: An Exciting Sneak Peak into New Features
On Tuesday, March 21, 2023, Heather and Liz were joined by Ben Stein, Ceo of Keeper. Ben called himself the chief listening officer! He was the CFO of a venture-back tech start-up and he did the books for that company. With that experience, he said that's why he built...
Firm Spotlight: Calmwaters Cloud Accounting Shares Their Tech Stack
We had so much fun hanging out with Kellie Parks with Calm Waters! She joined us for a Firm Spotlight on February 28th, 2023. A little bit about Kellie’s firm Kellie has a micro booking firm; she has her monthly recurring clients but also enjoys taking on the “hot...