How to Create a Technology Plan For Your Bookkeeping Firm
A technology plan is a long-term strategy for how you utilize and prioritize technology — and it's time for your bookkeeping firm to adopt one! We know [...]
5 Ways to Tame Your Email Inbox
Have you ever dreaded opening your email inbox? It’s okay — we’ve all been there. Sometimes, it seems like emails keep piling and piling up, and answering [...]
Apps We Love: Zapier
Zapier is a great automation tool that handles simple, repetitive tasks so you can focus on the more important aspects of your job. The program connects all [...]
Apps We Love: Uncat
Uncat is a great tool for bookkeeping professionals looking to make their workflow more efficient. It isn’t easy to make a spreadsheet when all your information comes [...]
Apps We Love: MailChimp
Email is a great way to market your accounting firm, and MailChimp might be able to help. In any workplace (accounting firm’s not excluded), you might find [...]
Standardize Your Tech Stack to Scale Your Accounting Firm
It’s good to have standards, and your accounting firm’s tech stack is no exception. Standardizing the technology you use and HOW you use it can help you [...]
Apps We Love: Calendly
Scheduling meetings isn’t the most glamorous part of your job as an accounting professional, but it also doesn’t have to be the most difficult.... especially when Calendly [...]