News

Why Migrate to Microsoft?

Why Migrate to Microsoft?

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...

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What is ‘Appy Hour Camp?

What is ‘Appy Hour Camp?

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,...

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Corpay One: Past, Present, and Future Innovations

Corpay One: Past, Present, and Future Innovations

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...

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How to turn chaos into calm with Client Hub

How to turn chaos into calm with Client Hub

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...

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Real Time Review with Xenett Autoreview

Real Time Review with Xenett Autoreview

Wouldn't it be awesome if there was a tool that facilitated the financial review process and cued you in to discrepancies automatically? Well, there is! Xenett Autoreview is an intelligent cleanup tool that auto-detects all the possible errors in QuickBooks...

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