As an e-commerce professional, you understand the importance of having streamlined financial processes to manage your clients' businesses. Integrating an e-commerce platform like Synder with QuickBooks Online can significantly improve your clients' financial management processes, but it can be a daunting task for those who are not familiar with the platform. In this webinar, we'll […]

Join us for a firm spotlight featuring Karen Dellaripa of Beyond Your Books to hear all about Karen's Tech Stack

Join us LIVE at Scaling New Heights with Forwardly, Jirav, and Bookkeep!

Join us for a closer look at the QB ecosystem and the various apps available within it and discover how they can help you achieve your goals. Whether you're new to QuickBooks or an experienced user, this webinar is sure to provide valuable insights and tips for building a successful business solution

Join us for a Deep Dive into Relay! How to set savings goals with your clients Strategies to optimize cash flow and increase savings The role of technology in automating savings A walkthrough of Relay’s new automatic savings accounts

Join us for a Campfire Chat with Ignition!

Everybody loves getting paid for their work- right? But the process to get there is quite… well, less loved, to say the least. Sending client proposals, invoices, chasing down late payments, and reconciling everything is costing us time, money and headaches! Join Tal Ben Bassat, CPA and VP operations at Anchor, to see how Anchor’s […]

Join us for a firm episode featuring Mintage Labs to hear all about Sarah Prevost's Tech Stack!

Join us for a Firm Spotlight featuring Glass Wallet Ventures to hear all about Sharrin Fuller's Tech Stack!

Join us for a Deep Dive into Forwardly!

Join us for a Deep Dive into Client Hub!

Join us for a Firm Spotlight featuring Backyard Bookkeeper to hear all about Julie Delong's Tech Stack!

Attend one of our live, in person Ideal Practice Symposiums during fall 2023 to design a comprehensive practice advancement & modernization strategy using "Woodard's Ideal Practice Model(TM) Deploy Woodard's Ideal Practice Model to maximize productivity, leverage cutting edge technologies, modernize client interactions, streamline operations, foster strong team culture...and more! This powerful, highly interactive two-day training […]

Attend one of our live, in person Ideal Practice Symposiums during fall 2023 to design a comprehensive practice advancement & modernization strategy using "Woodard's Ideal Practice Model(TM)" Deploy Woodard's Ideal Practice Model to maximize productivity, leverage cutting edge technologies, modernize client interactions, streamline operations, foster strong team culture...and more! This powerful, highly interactive two-day training […]