Client Hub is excited to announce the launch of their new GPT- powered workflow feature to help accounting professionals automate the process of developing internal workflows and processes. This new feature saves accountants countless hours by helping them to create...
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Tips for developing effective workflow
By Judie McCarthy, Recovering Accountant and Co-founder of Client Hub Managing financial transactions accurately and efficiently is crucial for small businesses to ensure tax compliance, financial management, and decision-making. Bookkeeping is an essential function...
Client Hub Eliminate Pain with Their New FREE Recategorize Plan
By Judie McCarthy, Recovering Accountant and Co-founder of Client Hub For 20 years, my staff and I suffered through the dreaded task of getting answers from clients regarding unknown bank and credit card transactions from their statements or QuickBooks bank feeds. We...
Protect Your Financial Data with Rewind Backups for QuickBooks Online
As a business owner or accountant, one of the most critical aspects of your job is to ensure that your financial data is safe and reliably backed up. While QuickBooks Online offers a basic backup feature, it might not give you the level of data protection you need for...
Building an Effective Tech Stack for Your Cloud Accounting Firm
If you're running a cloud accounting firm you know that building an effective tech stack is crucial. It's what allows you to streamline your workflows, improve your efficiency and provide better services to your clients. However, building a tech stack can be a...
Profit First and Relay: A Powerful Partnership for Small Business Financial Growth
Hey there! If you're a small business owner, you know how crucial proper cash management is for the success and growth of your business. That's why we're excited to share the big news about the partnership between Profit First Professionals and Relay, a top banking...