People and Business
Features
5 reasons you need a crisis to drive transformation
There’s a saying that a crisis is a terrible thing to waste. What it actually represents is an opportunity–and the space–for change that normally isn’t available. Read more
Invoiced and ChartMogul Announce New Partnership and Integration
Invoiced and ChartMogul, leading A/R and subscription analytics companies, have today announced a New Partnership and Integration for Automated Subscription-to-Cash Management and Measurement. Read more
Ask Your Prospects the Right Questions: Offering Partnership
Now that you’ve built rapport with your prospect and have shown them the value of working with you, it’s time to offer your partnership. But first, you need to be absolutely certain the relationship will be a good fit. Read more
New Center Report Explores COVID-19 Impact on Expense Management
Second-annual business spend study finds 91 percent of finance teams plan to prioritize technology initiatives to improve spend management processes in response to economic uncertainty. Read more
Accountants and the Cannabis Industry—Weeding Through the Risks for a Cannabis Client
As the Cannabis industry grows for both medical and recreational use, the need for accounting, tax and bookkeeping services is growing as well. The regulatory issues remain formidable, leading to increased risk for those wishing to serve this space. Read more
Changing the game with cloud technology
It was the desire for increased flexibility and transparency that ultimately drove Polay + Clark’s transition to seek a cloud accounting solution. By enabling the ability to work remotely, they knew they could drastically improve their workflow. Read more
Taming Your Inbox
In short, email has become a source of stress and one of our biggest time drains. We need an effective way to combat email overload and tame our inboxes. It all starts with reframing your relationship with email. Read more
Ask Your Prospects the Right Questions: Designing the Future
Business owners have big dreams, and accountants and bookkeepers are perfectly positioned to help them achieve those dreams. However, we first have to position ourselves as partners in their success. So, how do we help design that successful future? Read more
ADVISOR ALLIANCE: Hubdoc (2020)
We all know Hubdoc, they've been around for years... but maybe you haven't even been part of their Partner Program. Now is the perfect time to 'check it out'. Read more
Gavin Orleow to Join Intuit as VP of Partner Sales
After 19 rewarding years at Microsoft, Gavin Orleow will take join Intuit as Vice President of Global Partner Channels. Read more