‘Appy Hour Blog
Build a Profitable Advisory Practice with Financial Forecasting
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...
AutoReview: An Intelligent Clean-up Tool to Drive Efficiency + Derive Accurate Numbers
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 presenting the...
Optimize Your Workflow With Liscio + Karbon
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 ability...
Forecasting vs. Budgeting: Why Forecasting Is the BEST Advisory Service
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...
The Importance of Documenting Your Firm’s Critical Processes
Your accounting practice is a mass of intertwined processes. It’s the nature of what you do—it’s complicated and process-driven. This is exactly why documenting those processes is crucial for your firm’s success. By documenting and standardizing processes, you...
Process A/P for free
Melio offers many ways for you to do complicated tasks, easily. It was a pleasure speaking with Melio on our latest episode as they explained how “QuickBooks Bill Pay, powered by Melio”, can help many companies and businesses pay their vendors and contractors. We were...
Creating Your Perfect Firm, with Liscio and Karbon
What makes a good firm great in 2021? There are a lot of factors that you could include on the list but at its core, a great firm starts with management who seek to create a modern, frictionless, productive experience for both staff AND clients, and who use that...
How AvaTax Can Help
Sales tax is time consuming, annoying, and flat out confusing. Even more so in the middle of a global pandemic. Thankfully, we had the pleasure of speaking with Avalara on our latest episode to give us insights on how they can help make calculating sales tax easier....
2021 Sales Tax Changes Report Examines New Business Trends and Shifting Tax Landscape
The COVID-19 pandemic has affected how we learn, shop, socialize, travel, and work. That, in turn, is influencing tax policy. After employees across numerous industries transitioned to working from home, states struggled to determine the tax implications of a newly...