by René Lacerte, ,
Thursday, February 12, 2015

Following a great 2014, we’re off to the races in the New Year!

by Tanya Roberts, VP of Corporate Marketing,
Wednesday, February 11, 2015

Innovative CPA firm, Hawkins Cloward & Simister, uses scale their successful firm.  They also explain how to attract top talent, find new clients, use social media tools like LinkedIn to bring in business, and create a work culture that is fun and innovative.

by Rene Lacerte, CEO and Founder,
Friday, February 6, 2015

If you learn how to build an employee growth culture, you will retain more of your best employees. To understand how people learn, we need to look at Salman Khan, founder of the Khan Academy. Khan knows people learn by solving problems. He's helped them solve more than 3 billion problems.

by Rene Lacerte, CEO and Founder,
Wednesday, February 4, 2015

Thanks to the lessons I learned from mom, my business,, now generates more than half of our sales from customer referrals. It consistently gets online product review scores showing 5/5 stars, and it has some of the highest customer satisfaction scores in the industry.  Here are five things you can do to improve the online reputation of both you and your company.

by Henrique Ceribelli, Senior Director of Product Management,
Wednesday, February 4, 2015

Here's some usage tips from recent product reviews. 

  • reduced the time for accounts payable from 8 hours a week to 2 to 3 hours a week
  • Our new FastPay service makes payments even better
  • helps CPA firms move their clients to online accounting
  • Create a paperless office by storing all documents in
  • Manage the audit trail with

by Amber Aslanian, Director of Customer Service,
Friday, January 30, 2015

Over the summer, our customer support team achieved its highest customer satisfaction score ever.  This updated post shows how the company uses an industry standard metric to measure customer relationships that can be...

by Amber Aslanian, Senior Director of Customer Support,
Wednesday, January 28, 2015

Here are 25 books, movies, and TV shows that members of our partner and customer community, Insiders, recommend. There's a cross-section of learning and entertainment. Your peers in Insiders are business owners, accountants and bookkeepers. Most people have an entrepreneurial mindset. They're innovators in accounting, moving their business to cloud accounting. Often, they deal with a high volume of bills to pay, are looking...

by Rene Lacerte, CEO and Founder,
Wednesday, January 28, 2015

Great leaders develop great teams, tackle tough problems, break things, and still have fun.  Here are three things that I learned from Bill Campell chairman of Intuit and Scott Cook, founder of Intuit.  They freed up their time to take on new challenges.  If you see yourself doing these three things, you know that you're becoming an extraordinary leader. 

by Rene Lacerte, CEO and Founder,
Wednesday, January 21, 2015 CEO Rene Lacerte provides business advice to entrepreneurs seeking to retain employees.  He provides insight into how he learned to attract and retain great talent in the world's most competitive labor market

by Tanya Roberts, VP of Corporate Marketing,
Wednesday, January 21, 2015

Bank deploys throughout all branches and distributes cost approval to branch managers. Improves efficiency of bank financial operations, empowers staff at different levels in the company to help improve the bank’s expenditure at each branch location.  CFO reduced payment approval time from 2 hours a week to 10 minutes a week, resulting in more time spent on value-added activities.