Episodes

How to turn chaos into calm with Client Hub

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...

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Get Your Clients to Pay What You Are Worth

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...

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How to put your manual reporting on autopilot with LiveFlow

How to put your manual reporting on autopilot with LiveFlow

It was the highlight of the day to be able to play with LiveFlow and see all of the features it has to offer! We, as accountants, want to see data a certain way that makes sense to us so that when we go to the client we can present to them in an understandable way....

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Drink Now, Pay Later with Commerce Sync

Drink Now, Pay Later with Commerce Sync

We all know eCommerce is not an easy gig which is why we were so excited to have Stephen Lester join us to talk about the great benefits of using Commerce Sync! A lot of our clients have decided to sell online due to the pandemic and so here we are trying to figure...

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Apps To Watch 2022

Apps To Watch 2022

It is always exciting to explore new tech! In this episode of Apps to Watch in 2022, we looked at several different apps that will help make day-to-day tasks easier. It was very hard to decide what we wanted to cover so we did our best to narrow it down. Here is the...

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