Join us as we explore a solution that will make reviewing your books a piece of cake with a cocktail!

Accountants and bookkeepers often have under-valued, reactionary, and strained relationships with their clients. This positioning of client relationships reduces your perceived value proposition to one of commodity (even utility), where the client views you as nothing more than a compliance officer and record keeper. The answer? Present yourself as the curator and interpreter of valuable […]

Join Heather and Liz as they broadcast LIVE from the AccountingWEB summit in San Diego, California! They'll give the inside scoop on conference happenings in this abbreviated episode (30 minutes). Don't miss this one!

Is “waiting on clients” creating havoc with your workflow? Gathering answers and collecting documents from your clients is a critical part of your workflow. When clients don’t respond, your workflow is interrupted, and you end up wasting valuable time re-sending requests and reminders. Your work output gets delayed, resulting in late and/or inaccurate deliverables, not […]

Avalara joins us to chat about sales tax compliance and demonstrate sales tax complexity with a fun and interactive trivia contest. Prizes will be awarded!

We are so excited to see our friends!  Join us for a Cocktail at our banner as we go LIVE on the Appy Hour at Scaling New Heights!

Bob Lewis, SVP Accountant Channel Development, reviews Corpay One’s biggest launches of 2021 and teases some of the upcoming customer-driven features Corpay One will be releasing in 2022. Corpay One is a leading spend management solution for scaling businesses. Picture your bank’s bill pay - only smarter, with one platform to manage your client's business […]

Join us to learn more about this magical, never before seen event happening September 19th-21st, 2022! You will even get to meet some of our Sponsors!!

Are you utilizing Microsoft 365 to its full potential? Join Liz and Heather to save time and money while keeping your security in check with their tips!

In this upcoming episode, Heather and Liz will show you how to streamline your administrative tasks using the Microsoft ecosystem app, Power Automate. They will dive into the navigation of setting up automated workflows to help you save time and energy in your firm.

Episode details coming soon!

Join us LIVE from Appy Hour Camp as we discuss all the things happening here and what comes next!

Eric Harris-Poindexter, Advisor Manager for Corpay One, will review what a workflow is, how it can do all the heavy lifting for you, and how to build one, because having complete visibility of what your organization is spending money on is important. We know you don’t have time to look over everyone’s shoulder - and […]