I use Bookkeep for all of my clients’ ecommerce payment transactions. This app was literally a life-changing discovery I made a couple of years ago at a conference. I met the awesome Bookkeep team, learned about the amazing QuickBooks and ecommerce integrations and I was sold! In case you are wondering, it’s completely affordable and the implementation took maybe 10 minutes. That’s all it takes and, as I can personally attest to, Bookkeep’s automation saves on average at least 20 hours per month per client. Seriously, it’s freaking amazing!

The secret to maximizing the takeaways from any professional education event is to have a plan of action when you return home, especially if you are planning to go on summer break. Here’s my plan for taking all of the connections, education, and opportunities I gained at the conferences I attended in the spring, that […]

The right tech stack can really alleviate stress, save time, and maximize your firm’s throughput, but only if you have a clear vision for each solution you are using. There’s a buffet of options out there, that’s for sure, and they all cost either time to implement or money to buy (or both) so it […]

After you complete an After Action Review for your firm post busy season, it’s time to really figure out which of your processes work and which ones might need to be reviewed and improved.  Below I have broken down all of the key action items you may have once you have completed your AAR and […]

Now that working with remote teams is the new normal of business, many of us are learning about the challenges of making sure everyone has the tools they need to work effectively. One of my Starting Lineup Members, Truly Financial, has got your back (and your clients, too!) when it comes to supporting the banking […]

I know, I know, we are in the final stretch of tax season and you may be thinking, Why the heck is Brolin blogging about events now? Doesn’t she know that the tax deadline is just days away? I can’t even…   I hear you! Yes, this is a beyond busy time for many of […]

Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when my entire view of how to secure my own firm and handle data security requirements changed for good, and for […]

Do you still have clients using cash or checks to make purchases? Or maybe you do? If so, you know there has to be a better way! Your clients (and your firm) should be using a corporate card.  In fact, I have saved you the legwork of looking for the perfect alternative with my Starting […]

Truly Financial offers a bank account that pays you cash back for everyday purchases, gives you insight and control over your team’s spending, allows you to send domestic payments without worrying about bank fees, makes international payments feel as easy as domestic ones, and allows you to hold and exchange foreign currencies in your account.

You can choose from several account types that will help you feel like a local business, even when you are operating your business globally. Through their U.S. checking account, companies can receive Automated Clearing House (ACH) and Fedwire payments. You can also send payments to anyone in the U.S. or abroad. The second type of account are Euro and GBP accounts. These can receive and hold funds via SEPA and local clearing. The final kind of account is the multi-currency account. This account allows users to receive or send wires in 32 different countries.

Veem Make Every Day National Privacy Day for Online Payments January 24, 2022 Did you know? This Friday, January 28, is National Privacy Day! Seeing as this international celebration is dedicated to the education and promotion of privacy and data protection best practices, I figured we could celebrate by looking at one of the safest […]