On Tuesday, October 10, 2023, Judie McCarthy from Client Hub joined us for a Deep Dive and it was a blast! Judie is about to celebrate her 25th year as a Quick Books ProAdvisor! She is the co-founder of Client Hub as well as an Accounting Technology Consultant,...
On September 26th, 2023, Jane Ingram and Nick Chandi from Forwardly joined us for a Deep Dive and we were so excited to learn more about this new tech! Jane Ingram is the Director of Operations at ForwardAI and the creator of Forwardly! She has worked with small...
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...
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,...
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...
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...