I’m Excited About QuickBooks Connect San Jose 2019

Actually I’m excited about Conference Season 2019 overall! But the Quickbooks Connect conferences are the ones I’m most excited about.  I have 4 conferences coming up this fall, which is rapidly upon us.  Starting on September 9th I will be speaking at my very first Accounting and Finance show. I’ve heard great things about the[…]

9 Reasons You Need a Kickin’ Bookkeeping Workflow

There are a million reasons to create and implement standardized bookkeeping workflows. The reasons listed below are meant to provide a brief overview of some of the benefits accounting and bookkeeping firms experience when they standardize their workflows. (If you’re already convinced that you need a workflow, but are struggling to get started, check out 12[…]

SaaS App Relationships Are Like People Relationships

We’ve all crossed paths with some great people. Of course you don’t have time to get to know them all, or you don’t need them all, or more importantly that “thing” wasn’t there. You know what the “thing” is – mostly it’s intangible – just knowing early on that the relationship is going somewhere. SaaS apps are[…]

Chrome Identities, Themes & Customization – For Accounting Cloud FinTech

The cloud accounting software – FinTech SaaS* – that many accounting professionals are embracing, learning about – or scared of – is internet based. That means that the users’ experience is largely dictated by their browser set up and usage habits. In this article you will be introduced to optimizing your Chrome browser. And then we will[…]