Props to Relay for joining us again at #AccountingSalon as a sponsor!

Excellent session on elevating the client experience with Barbara Richardson, CPA & Twyla Verhelst, CPA I thought I was doing client experience well but this session has given me more ideas on how I can do it better. Here is a cheat sheet from their presentation to get ideas to elevate your

Who’s at Scaling New Heights this week? #SNH24

Had a great time hanging out with the FreshBooks Accounting Partner Program crew this morning at #SNH24! Laura Crean ABSOLUTELY NAILED the FreshBooks demo this morning!!!

💭 Reflecting on #SNH24! Thanks to all who visited our booth and to our FreshPAC members Chris Hervochon, Mariette Martinez, and Stacey Feldman. Stay tuned for more insights and highlights from the event. #FreshBooksOnTour

I’m tagging some of my #taxtwitter friends to help with reach. Craig Hausz, CPA @LorilynWilson Nicole Davis Chris Hervochon, CPA, CVA Katherine the CPA Enya Spicer Chris Barrett Patrick Dichter Dr. Jackie Meyer, CPA Josh Streimer Marketing Mastermind, tomorrow, June 26, 1pm CST.

This. This resonates.

Hey, #taxtwitter...for those of you in firms that support payroll for clients, what are your favorite resources for training team members on payroll? We are looking payroll.org, but it seems pretty expensive.

Curious how #taxtwitter feels about this…🤔

Considering closing up shop to go manage the car wash 🤔 #TaxTwitter

Wrapping up FreshPAC 2024! 🎉 Day 2 was all about insights, hands-on sessions, and powerful discussions with our FreshPac members. Your expert feedback fuels our growth, helping us enhance our product roadmap and the Partner Program for #Accounting pros everywhere. 💙

Hey #TaxTwitter, what's everybody using to automate the categorization of e-comm/Stripe transactions into QBO?

Bench Accounting's shutdown has left many business owners scrambling. Here's how to migrate your data, find a new accounting partner, and mitigate financial disruption. 📊💼 #AccountingTips #SmallBusiness #BenchShutdown 🔗 Read more: betternumbers.cpa/bench-accounti…

Anybody in #TaxTwitter tried Deepseek, yet? Any data security concerns with it?

I've been threatening to make a tax season bingo card for like two years, and finally broke down and made it a reality today. What did I miss on here? For anybody that wants it, here's the link: canva.com/design/DAGeSDe… #TaxTwitter #Taxes #TaxSeason

It's really cool that Tom Brady got to be there for the Eagles' two Super Bowl wins! He might be a good luck charm. Have a great night!

Hear Chris Hervochon, CPA, CVA’s take on how accounting has changed and what it is able to do for us as agencies owners: bit.ly/2GWFXOM

1) Open Quickbooks 2) Click “Reports” 3) Select “Expense by Vendor Summary” 4) Change Report Period to “Last Year” 5) Export to Excel 6) Sort from Largest to Smallest 7) Ask yourself and your team “What is this and do we need it” Result: Expenses for 2025 just fell by 5-10%

Happy Easter Sunday! We hope everyone who celebrates has a great day! #Easter #EasterSunday

I set out with the goal of creating an AI agent that would automate FP&A for my customers. After a week of "tinkering" this is what I learned: 1) The popular platforms for building agents are still pretty complex. Some are very buggy (looking at you Relevance). 2) Make seems to