Can you hear me now? Communicating with your accounting clients can sometimes be a chore. They’re demanding. They ask a lot of questions. They take up your time. They oftentimes feel like a roadblock to the rest of your day. But the reality is that you are their lifeline to the ultimate goal of their… Read more »
Technology is here, whether you like it or not. Cash registers count change for you, your car tells you when to brake, and everywhere you look people’s faces are buried in their cell phones. It’s completely transforming industries across the board, and the accounting industry is no different. Piles of paperwork and spreadsheets are becoming… Read more »
Hey Free Folk! (BTW Game of Thrones is back!) This makes three months in a row for updates, so call us butter because we’re on a roll. July was surprisingly rainy here in Pittsburgh but we are in for a good stretch of bright weather in August. Believe it or not, we actually got… Read more »
Hey Folks! Here is our second month for product updates! Yahooo! It’s been a humid and hot month here in Pittsburgh. We just moved into to some extra offices too. And boy did we need the space! (The A/C might actually be too high, haha!) June was a month for keeping our head down… Read more »
Speaker 1: How are firms actually valued? Obviously the client list is involved, but it’s hard to determine when we’re going to sell or potentially going to acquire, what are the different elements of value or valuation gets put into that, and how can firms start to wrap their head around the different levers that… Read more »
It is that time of year again – busy season. Days are long and strenuous and sometimes they last into the night. Personal commitments are pushed to the sideline. Laundry piles up and you have no food in the refrigerator. Life is on hold until April – oh can’t April come soon enough. To help… Read more »
I recently read Stephen R. Convey’s rendition of the 7 Habits of Highly Effective People and became very curious about how his habits could apply to Accounting & CPA firm owners who are wearing multiple hats. A lot of the time, Accounting & CPA firm owners don’t have someone taking care of their team building,… Read more »
In this article, we’re going to review the difference between Jetpack Workflow vs Karbon. Both tools are built for accounting firms, and while there are similarities between the tool, there are also important differences between the two products. Note: It’s important to state that a single tool will not be the right tool for… Read more »
What to learn what is Karbon HQ and review of Karbon Task management? This article will go into what is Aero Workflow, and some of the core features, pricing, and overview of Aero Workflow What is Karbon Software ? Overview and Review Karbon Task & workflow management is a workflow management application, focused on accounting professionals…. Read more »
Welcome to the latest release notes! In Jetpack Workflow, you can now: Configurable default whether timer is billable QuickBooks Online integration improvements (time import updates) Document upload associated with clients Default Time Entry … Billable vs Non Billable Under “Settings” (scroll down to the bottom of the screen) you can now set the default… Read more »