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...
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...
Inside Shreeve Landry CPAs: How Canopy Drives Success for Travis Landry
I had the absolute pleasure of speaking with Travis Landry, CPA, about how his Utah-based firm, Inside Shreeve Landry CPAs: How Canopy Drives Success for Travis Landry, has built a remarkable reputation for combining strong client relationships with operational...