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...
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...
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...
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...
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...
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...