Episodes

Why Migrate to Microsoft?

Why Migrate to Microsoft?

Heather and Liz discussed why they migrated to Microsoft. Liz shared that she was using Google for everything but when she saw what Heather was doing with Microsoft she transitioned as well!  Did you know that you can connect with others to get your firm transitioned...

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What is ‘Appy Hour Camp?

What is ‘Appy Hour Camp?

What is ‘Appy Hour Camp? On Tuesday July 26th, 2022 Liz and Heather were joined by ‘Appy Hour Camp Sponsors and attendees to discuss an important question, what is ‘Appy Hour Camp?  We were joined by some of our technology partners, including Kim Ambaugh from Intuit,...

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Corpay One: Past, Present, and Future Innovations

Corpay One: Past, Present, and Future Innovations

On July 12th, Liz and Heather were joined by Corpay One, a leading provider of cloud-based, automated solutions for Accounts Payable and Expense management. Our guests were Bob Lewis, SVP of the Accountant Channel and Jeremy Van Groll, Founder of Nonprofit Bookkeeping...

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How to turn chaos into calm with Client Hub

How to turn chaos into calm with Client Hub

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...

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Get Your Clients to Pay What You Are Worth

Get Your Clients to Pay What You Are Worth

Accountants and bookkeepers are facing significant pricing pressure, seldom earning what they deserve…or even what they need. This crippling pricing pressure prohibits practices from creating models that scale, exhausts small practices with overworked and...

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How to put your manual reporting on autopilot with LiveFlow

How to put your manual reporting on autopilot with LiveFlow

It was the highlight of the day to be able to play with LiveFlow and see all of the features it has to offer! We, as accountants, want to see data a certain way that makes sense to us so that when we go to the client we can present to them in an understandable way....

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