We are absolutely thrilled to share the incredible experience Heather and Liz had at the Bridging the Gap (BTG) Conference in Chicago. This was the first time sponsoring an event, and let me tell you, it was nothing short of amazing. We were honored to join forces...
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...
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,...
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...
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...
Pricing is a tricky subject in our industry. Accountants are challenged with negotiating the right price while conveying the value of the services provided to their clients...all without selling themselves short or entering into a 'scope creep' situation. Often times,...
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