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Free Resources

Identify 10 places to look for cash flow problems and how to get more out of your business. Calculate how much cash is leaking from your business using a “Find Hidden Cash In Your Business” Strategy. Learn a method of communicating financial issues with your clients that strengthen your position as a “necessary adviser” to their business. SHARE

10 Ways to Supercharge Cash Flow – Everyone Misses #7

November 27, 2019
Jennifer
Free Resources

There is a new kind of adviser in the world.  The one who connects with their clients with more than just numbers.  They really care about the personal, professional, and financial well being of others.  If this is you, then you are today’s adviser.  This course goes beyond the ordinary list of usual suspects in solving cash flow issues, and exposes a unique way to see your business through the eyes of the financials.  Learn 10 ways to improve cash flow with real actionable advice on how to execute with your clients.

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recur360 strieves to be on top of trends in the industry - by testing features to be adopted in later releases

Recur360 Quarterly Updates

November 21, 2019
Jennifer
Free Resources

Our developers have been hard at work on Recur360 these last few months. As we ring in the new year, they are excited to share with you what’s new with Recur360. From general integration updates and minor workflow improvements to our major Bulk Update feature, there is a lot to show you! We will also recap some of our client’s favorite features and the main highlights of our award winning, nationally recognized solution!

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sales and marketing tool from keap will show you how to organize and segment your list of contact, automate setting consultations or appointments and even buld a business card email campaign

The Perfect Customer Lifecycle

October 29, 2019
Jennifer
Free Resources

In this presentation you will get a live look inside of a sales and marketing automation tool, KEAP. You will see how you can start to organize and segment your list of contacts, automate setting consultations or appointments, and even build a business card email campaign to help stay in touch with new contacts. (Yes! There’s a mobile app that can automatically help you follow-up with your new leads)

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dawn brolin talked about fraud detection and prevention during today's technology tuesday. here are some ways you can do the same in QuickBooks Desktp.

Tech Tuesday Recap: Detect & Prevent Accounting Fraud

October 9, 2019
Lester San Jose
Free Resources, Tips & Tricks

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didn’t disappoint!

Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) & Certified Public Accountant (CPA) enabled her to deliver technical and contextual insight in a manner attendees were able to understand, and relate to the topic presented. It also enabled the presentation’s smooth, methodical flow of presenting the ABCs of Fraud Detection & Prevention.

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