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...
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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...
Deep Dive into Workflows
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...
AP Automation for Mid-Market Quickbooks Users
Do you know what is available for AP Automation? Heather and Liz were joined by Christopher Paulucci and Brian Batz from Tipalti on August 30th, 2022. They discussed solving global payables and how Tiaplti can help! Opening the mail and seeing bills shouldn't be...
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...