Blogs
Smart Intake is Setting a New AI Standard for Accounting Workflows
Hey friends! I’m Liz Scott—accounting technologist, educator, and champion for tools that give accountants their time (and sanity) back. Today, I’m diving into a Canopy feature that’s getting a lot of buzz: Smart Intake is setting a new AI standard for accounting...
Automating the Month-End with Digits’ AI General Ledger
Hey friends! I’mLiz Scott—accounting technologist, educator, and champion of tools that give you time back and your clients a better experience. Today, I’m sharing highlights from my conversation with Megan Reid from Digits, and how automating the month-end with...
When Leaders Listen, the Right Practice Management Solution Can Be Found
Listening as a Leadership Superpower In accounting, leadership often means technical chops, tight deadlines, and clean compliance. Yet the quiet superpower is simpler: listening. When leaders truly listen—to their teams, their clients, and the day-to-day realities of...
The Payroll Template Guide for Accounting Firms
As an accounting firm owner, I understand the countless frustrations that come with managing workflows. Moreover, challenges like remembering how a similar payroll situation was handled, onboarding new clients, or juggling diverse employee preferences can add up...
10 Steps to Simplify Your Year-End Closing Process
Year-end is here, and it’s time to tackle your books. However, closing the books doesn’t have to feel overwhelming. In fact, with a solid plan, you can confidently wrap up your clients’ books in QuickBooks Online. That’s why this guide is focused on 10 Steps to...
Stay on Top of Your 1099s with This Handy Checklist!
Stay on Top of Your 1099s with This Handy Checklist! Tackling 1099s can feel overwhelming, but trust me, I’ve been there. As an accountant, I know the chaos that comes with managing vendor lists, tracking missing details, and making sure every form is filed correctly....
Step-by-Step Guide to Generating a 1099 Custom Report with QuickBooks Online Advanced
If you’ve ever felt overwhelmed by the chaos of preparing 1099s—comparing vendor lists, running multiple reports, and double-checking data—you’re not alone. That’s why I’m excited to share a game-changing solution: the Step-by-Step Guide to Generating a 1099 Custom...
Transforming Workflows with Canopy: Brittany Malidore’s Path to Efficiency
Transforming Workflows with Canopy: Brittany Malidore’s Path to Efficiency has truly been a journey worth sharing. In a recent heart-to-heart conversation, I had the absolute pleasure of speaking with Brittany Malidore, co-founder and managing partner of Ledgerly...
Rusty Fulling Interview: How Canopy Transformed Fulling Management & Accounting’s Virtual Workflow
In today’s fast-paced world of virtual accounting, Rusty Fulling Interview: How Canopy Transformed Fulling Management & Accounting's Virtual Workflow provides valuable insights into keeping workflows smooth and stress-free. Rusty Fulling, the founder and CEO of...
Unlock the Benefits of QuickBooks Online Payroll
As an accounting professional, I've spent countless hours working alongside clients, guiding them through their financial journeys. One consistent theme I hear from clients—whether they’re startups or established businesses—is the need for simplicity and integration....
How Accountability Services Cut Down from 14 Tools to 5
As an accountant myself, I’ve seen firsthand how streamlining an accounting tech stack can transform a business. That’s why I was so inspired by my conversation with Lera Kooper, co-owner of Accountability Services, about how her firm cut down from 14 tools to 5 by...
Integrating Microsoft Copilot into Excel
In our Copilot series, we've explored its capabilities with various Microsoft apps. In this article, our focus turns to integrating Microsoft Copilot into Excel. Through a demonstration, I’ll illustrate how Copilot enhances Excel efficiency, automatically handling...
Elevating Team Management and Workflow: Insights from Terrell Turner
I recently had the pleasure of sitting down with Terrell Turner, the founder of TLTurner Group. Since launching his firm in April 2020, Terrell has made significant strides in the field of accounting and CFO services for law firms. With a team of 10 talented...
Revolutionizing Accounting: Meet Microsoft 365 Copilot
Welcome to Revolutionizing Accounting: Meet Microsoft 365 Copilot. Transitioning from the challenges of the accounting profession, let's explore into how Copilot will revolutionized accounting workflow efficiency within your accounting firm. In our daily routines, the...
Proposal Creation in Word with Copilot
Copilot, integrated into Word, has quickly become a reliable resource for business tasks and intelligence gathering. With an AI assistant built into Word, creating proposals becomes a breeze. Creating proposals can often feel like a juggling act: balancing clarity,...