Karbon is a workflow management platform for accounting firms that provides a single place for communication and work collaboration. We were really excited to have Karbon on the show to discuss how to easily document processes so that workflows can be streamlined,...
Whether you’re new to strategic advising or already have experience, LivePlan has you covered. Their software and training provide you with the tools you need to build a profitable advisory practice. With their wizards and tools, building a strategic financial...
The client QuickBooks data review process is tedious and time-consuming. Until now – that is! AutoReview is a revolutionary app that simplifies the data review process by doing the heavy lifting for you by identifying areas of concern automatically and...
Clients want ease and accessibility. That’s where Liscio comes in to give clients one place to go to do everything – check off their client tasks, engage in real-time messaging, send eSignatures, and much more! Their app solution also gives clients the...
In 2020, small business owners and entrepreneurs simultaneously faced a public health, economic, and management crisis. But through it all, many persevered. They found solutions and adapted to not just survive, but thrive. Now they are looking ahead to the future of...
