News

Beautiful Reporting and Financial Insights

Beautiful Reporting and Financial Insights

We were grateful to have Rowan Eister with Fathom join us for our first Episode of the New Year along with special guest speaker, Geni Whitehouse. Geni Whitehouse is an amazing Mentor! She is a Best-selling Author and International Keynote Speaker and we were honored...

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QB ‘Appy Hour Gingerbread House Competition

QB ‘Appy Hour Gingerbread House Competition

Tis’ the season for some gingerbread house joy! We invite you to join the fun in our Annual Gingerbread House Competition!  Whether you choose to make it from scratch or buy a kit is up to you just as long as you have a jolly time doing so! Our sponsors this year are...

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Melio Open Mic Session with Sherrell Martin and David Leary

Melio Open Mic Session with Sherrell Martin and David Leary

We were thrilled to have both Sherrell Martin and David Leary join us for an ‘Appy Hour episode. This guest powerhouse joined us to share their combined knowledge of how Melio Payments works.   Sherrell Martin is the Owner and operator of Nitram Financial...

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Automating Your Client Onboarding

Automating Your Client Onboarding

During this month's episode, we took a deep dive into why you should automate your client onboarding. So, what is Client Onboarding? This is the necessary information you need from your client before you begin working with them. Having an automated platform for your...

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