Sharrin Fuller of Glass Wallet joined us on September 12th, 2023 for a Firm Spotlight and it was awesome! We had been waiting all summer for this! A little bit about Glass Wallet Sharrin has been in the accounting realm since 2006. She had a firm and sold it, thought...
Episodes
Sarah Prevost Shares Her Tech Stack
Sarah Prevost and Lynda Artesani from Mintage Labs joined us for a Firm Spotlight on August 22, 2023, and it was so cool and different to hear about the apps that they are using in the Legal Industry! A little bit about Mintage Labs Mintage Labs has 18 team members,...
How bookkeeping firms are enjoying freedom from the burden of billing and getting paid by clients!
On Tuesday, August 15, 2023, we were joined by Tal Ben-Bassat from Anchor for a Deep Dive! Tal is not only a CPA but also an attorney! He was doing tax in the UK for a while, got his MBA, and was doing consulting work before he closed his firm to join Anchor a year...
Campfire Chat Series: Ignition: Stay Up-to-Date: Keep track of your proposal status
Jennie from Ignition joined us on Tuesday, August 8th, 2023 for a Campfire Chat, and we had the best time. For this episode, we decided to sit back, and chat about what we have all been seeing at conferences this year! Jennie has been in the industry for 20 years and...
Sherrell Martin Shares Her Tech Stack
Sherrell Martin joined us on July 25th for a Firm Spotlight and it was a BLAST! Sherrell landed in accounting by accident! She got tired of working around the clock and not feeling rewarded, so she started her own business! A little bit about Nitram Financial...
Empowering Your Clients to Save and Boost Profits
On Tuesday, July 11, 2023, we took a Deep Dive into Relay! Blake Oliver and Deanna Zubrickas from Relay joined us and we had so much fun. Blake went to school to be a musician, but couldn't find work so he got into bookkeeping and fell in love with QuickBooks and the...