Partner Spotlight – Totally Booked

Totally Booked Kelly Gonsalves is focused on the future of the Accounting Industry. Kelly founded Totally Booked, based in NYC, in 2015 to help business owners find empowerment in their financials. Q: Tell us about your firm, the services you provide, and what kind of clients you work with....

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Tips & Tricks: Setting Browser Start Pages to Inspire Client Engagement

We all agree that getting clients to engage with new technologies can oftentimes be a significant roadblock to implementation. This is especially true when the solution requires them to alter their normal behavior and do things differently than they are used to. Finding easy ways to get clients to...

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