03.04.25 - Bridging the Apps

Avalara joins us to discuss when adding Avalara to your QuickBooks Online and how that helps stay in Sales Tax Compliance.

Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Don Peterson from DAVO to discuss the how these two companies are teaming up to be able to compile online sales data into QuickBooks so that you can automatically file and remit sales tax payments. Put your sales data AND your tax on autopilot

02.28.2023 - The State of Engagement w/ guest Ignition

Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Dawn Brolin to discuss the dangers of "living in the Bank Feed" when you have a client using the same payment methods across multiple external sales channels , and how Bookkeep can streamline the process for you and your clients

06-07-2022 Deep Dive into Ignition App

Michelle and Dan discuss how Sales Tax works in QuickBooks Desktop and Online and are joined by our friends at Avalara to discuss some of the oddball sales tax laws and how they can help you stay on top of them for your clients.

02-15-2022 - Tips for Selling and Automating Advisory Services

Michelle and Dan are joined by Jason Richelson from Bookkeep to discus the Good, The Bad, and the Ugly of Accounting Integrations

In this 2 part webinar series, Michelle and Dan are joined with Rob Chandler to discuss obstacles the accounting professionals have to overcome to offer advisory services to their clients.

In this second webinar with Liscio, Chris and Alison rejoin with Michelle and Dan to update us new enhancements and ways to work with clients without an interruption to their day.

In this webinar, we will explore safeguarding your data with backup in QuickBooks desktop and online and will be joined by Nichole Dyer from Rewind to demonstrate their online backup solution.

Dan, along with Matt and Lynda, (subbing for Michelle) are joined by David Leary from Melio as we discuss how businesses Send and Receive Money and how Melio can help businesses and accounting firms simplify and schedule this process.

Michelle and Dan are joined by Webgility where they will talk about how their solution can simplify accounting in QuickBooks when you add on the complexities of e-Commerce.

Dan and Michelle are joined by Matt Lammond of Avalara to talk about Sales Tax in QB Desktop and Online and how Avalara can help when you have a client with tricky sales tax issue.

Dan and Michelle are joined by Val and Michelle from Transaction Pro so show how you import multiple transactions into QB Online and desktop

Michelle and Dan discuss the important and automating some of the processes in your practice and look into one option to be able to do that across all your clients with ReceiptBank