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How to bring bookkeeping back into your firm: AccountantsDaily LIVE

Dec 12, 2017

I recently attended the webinar How to bring bookkeeping back into your firm hosted by AccountantsDaily and Receipt Bank and took away some good insights about where the...

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What is a dashboard, why would I want to move beyond dashboards, and what else is there?

Dec 10, 2017

By now you’ve probably heard you should be, or could be, moving your accounting or bookkeeping firm towards providing advisory services. The first place firms usually turn to...

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Analyzing "What if?" Strategies and Creating Scenarios

Dec 6, 2017

Like cheese or fine wine, ProfitSee gets better with age. Check out our latest updates that make analyzing "What-if" strategies and creating Scenarios easier than ever!

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'Break the perception' of the industry, bookkeepers told

Nov 29, 2017

Melanie Power, co-founder of the Revolutionary Firm, believes there is a lesson for the bookkeeping industry to be learned from how Uber has disrupted the Taxi industry....

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Talent or Tech?

Nov 9, 2017

Take a moment and consider what your firm's biggest asset is. There can only be one. This already is or will be the identity of your firm.

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Growing Beyond Dashboards to True Advisory Services [WEBINAR]

Oct 26, 2017

Digital dashboards and financial reports are important, but the real value you provide comes from the interpretation of your clients’ numbers and the advice you give. Becoming...

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Why Some Companies Say "No" to Advisory Software

Oct 10, 2017

In the recent episode of From The Trenches: 3 Major Tech Trends with David Boyar and Paul Meissner, they discussed the challenge with implementing business advisory software.

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What to Expect When You Start a ProfitSee Trial

Oct 10, 2017

Our goal during your trial is to show you how you can use ProfitSee software to provide business advisory and value added services to your clients. We’ve listened to our...

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Discussing Fiscal Management and Flourishing as a Trusted Business Advisor with Will Crist [podcast]

Sep 19, 2017

There are many disciplines required to make a business successful, but the most important and most difficult for business owners to handle is fiscal management of the company. ...

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Brazilian Accountants Head to the Cloud

Sep 14, 2017

And now for something a little different… I had the good fortune to visit in the beautiful city of Sao Paulo  this month to talk to Brazilian accountants about cloud...

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