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Client Hub Integration with QuickBooks: Resolving Uncategorized Expenses

Since the beginning of my career as an accountant & bookkeeper one of the biggest challenges I have faced has been getting answers from clients about mystery expense transactions. This has become even more difficult with the adoption of online shopping from retailers such as Amazon and Costco. These purchases can be anything from office...


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 adopt and use new tech is...