by Tanya Roberts, VP of Accountant and Corporate Marketing,
Sunday, November 22, 2015

Consumers are using smartphones and mobile wallets to make payments everywhere. They’re impatient and that’s not a bad thing. Lessons from the impatient consumer can help your firm. Work anywhere. Use any device. Refuse to wait.

by Becky Riffis, Strategic Partner Manager,,
Wednesday, November 18, 2015

When Intuit announced the winners of their Firm of the Future search at QuickBooks Connect, we were excited to see that all of the top three winners were using  Out of the hundreds of apps that integrate with QuickBooks Online, was the only app that all three winners had in common.

by Tanya Roberts, VP of Corporate and Accountant Marketing,
Friday, October 30, 2015

7 Steps to Become a Successful Accountant Entrepreneur.  Want to use your CPA skills as the foundation for building a company? Darren’s roadmap to Entrepreneurial Thinking lays out a clear seven step process.

by Tanya Roberts, VP of Accountant and Corporate Marketing,
Saturday, October 10, 2015

Catching Clouds, an Accounting Services, Virtual Bookkeeping, and Virtual Controller company for online and e-commerce businesses, has been a customer since virtually before they started the company. They focus specifically on e-commerce businesses and the unique needs for companies that sell online.


by Tanya Roberts, VP of Accountant and Corporate Marketing,
Tuesday, October 6, 2015

The Accountant Resource Center provides tools to help accountants grow business, including audit, bookkeeping, bill pay fraud prevention, and financial strategy services.  Tools include demos, presentations, calculators, questionnaires and ready-to-use templates to share with clients.

by Tanya Roberts, VP of Corporate Marketing,
Monday, September 21, 2015

QS Energy reduced headcount by two full-time employees.  The audit cycle  has been reduced from two weeks to one week.  Mike estimates that QS Energy is saving $250,000 annually. By transforming QS Energy into a cloud office, Mike reduced back office staff from 4 people down to 1.

by Tanya Roberts, VP of Corporate Marketing,
Monday, September 14, 2015

Tapingo is a fast-growth mobile ordering service for food pickup and delivery. Download their app and give up waiting in line at Starbucks.  Your latte will come to you. Tapingo is in more than 46 markets and operates on over 120 college campuses

by Tanya Roberts, VP of Corporate Marketing,
Wednesday, September 9, 2015

To help your accounting firm find clients that are eager to sign up for, Eileen Sass identified characteristics of a client that needs  Any one of these signs is enough to move an existing client to or to sign up a brand new client by showing the value of

by Henrique Ceribelli, Sr. Director of Product Management,
Monday, August 31, 2015 direct sync with Xero is now available and we’re stoked. Seamless synchronization of data eliminates the need for double entry, saving time and reducing data entry errors

by Tanya Roberts, VP of Corporate Marketing,
Monday, August 3, 2015

Dawn W. Brolin, CPA develops lucrative lines of business for her firm by embracing new online accounting technologies and speaking at or joining business events that many accountants don’t go to. Learn how this charismatic CPA is able to expand her client-base nationwide by staying at the forefront of accounting and technology trends.

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