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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]