Each month, you and your team have repetitive tasks, whether or not you’re using a project management software to keep track of everything. Reconciling transactions,
You *know* time is money, right? If you haven’t heard that yet, as a business owner you’ve likely felt it on a very real level.
Brady Meaux is the founder of the accounting firm Meaux and Co. This interview was special because we could dig into the technology stack
We’re grateful to have hosted not one, but two big virtual events in 2020. Along with learning about how to improve communication and technology for
Is there anything worse than getting a client’s escalated call after a deadline? Or losing a client with no reason given? If you’ve been in
It’s easy to get excited about adding new tools to your firm’s tech stack. What isn’t always fun, though, is setting up the new tool,
Heather Satterley is the owner and founder of Saturday Training and Consulting, and you may remember her from our previous podcast on How to Implement
Last week I was looking for a new onboarding and survey tool for Jetpack Workflow. I decided to review all the “typical” applications, namely google
Signing the contract is only the beginning. Going through the process to onboard new clients is where the real money is, and Chad Davis from
