How to Automate Client Onboarding
Brady Meaux is the founder of the accounting firm Meaux and Co. This interview was special because we could dig into the technology stack
November 19, 2020
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
Having someone like Whit Groves to ensure that all tools and technology are functioning properly is priceless. Whit, a technology specialist at DWG CPA, makes
In response to our live webinar on Thursday, July 30, 2020 about our Recurrence feature in the app, many of our customers had questions that
While you were busy finishing up taxes for your clients and dealing with more than you thought was humanly possible this July (yes, it’s only
In this week’s Growing Your Firm podcast, we’re welcoming back Seth David, owner of Nerd Enterprises, Inc. He specializes in online software consulting and training
As regular readers know, automation is one of our favorite topics. But what about taking it to the next level? Can you automate a consulting
Zapier is a tool used to connect applications together. It is the Swiss Army Knife of automation. David went to the most thriving Facebook groups
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
Heather Satterley, owner of Satterley Training & Consulting, works with accounting professionals to implement new accounting applications. For many firms, they get hung up on
