On December 13th, 2022 Heather and Liz were joined by Shahram Zarshenas from Financial Cents to discuss organizing your firm and getting more done. Shahram mentioned baking a cake as an analogy: When your firm is small, maybe just you and a few clients, everything you...
Accounting itself is a serious and delicate work. Put disorganized workflows and a disjointed team on top of it, and you’ll have a full-blown disaster. Take Larisa Lopez for example. She started her firm by managing all her accounting processes with spreadsheets,...
On November 22nd, 2022 Liz and Heather were joined by Heather Sperduto from ADP to discuss dominating year-end with account connect. We discussed the top 3 things that come to mind when you are approaching year-end. Liz’s top 3 were team meetings to discuss 1099...
On November 15th, 2022 Liz and Heather kicked off the Post Camp Campfire Chat series! The Campfire Chats is a special edition to bring in the camp sponsors and share some of the “since camp” updates and what their teams have been up to. In this episode, they were...
On November 8th,2022 Heather and Liz were joined by Keith Crowther to discuss the mystery that is QB Commerce Accounting. Keith has spent the last 5 years building and growing inventory and order management solutions for small businesses with deep integrations to some...
Eric Harris-Poindexter from Corpay One took us on an adventure through the various workflows available using Corpay! Workflow can be such a broad term, Heather explained that to her the idea of workflows is how the work gets done, with the automations happening behind...