When you think about how to streamline your finances, a CRM and accounting software integration probably doesn’t come to mind. Although it should. If you want to simplify your business’ financial management, keep reading to learn how connecting your CRM and...
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...
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...
What do you mean by “ditch the duct tape”? Are you spending countless hours piecing apps together? Finding the right app can be tricky; with such a flooded market, it can take valuable time and money to find a suitable solution. Duct Tape isn't an ideal...
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...
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...