‘Appy Hour Blog
Automating your accounts receivables: A Checklist
With the world moving at an incredible pace, financial leaders are faced with choosing where to spend their money and efforts. This often leads to financial managers mulling over various processes, having to choose which stream of effort needs the highest level of...
Increase Cash Flow by Managing Your A/R Risk
Delayed receivables can severely hinder your business’ fiscal health. An efficient accounts receivable process is directly responsible for the well-being of cash flow into your business. Revenue looks good on paper, but turning accounts receivable into cash is...
Top 5 Tools to Boost Cash Flow From Your A/R
Improved Accounts Receivable management can boost your cash flow quicker than any other source of funding. When cash flow becomes a problem, companies often increase their overdraft. Prevent wasting money on interest by following a proactive approach to your...
How to Easily Document Your Processes
Karbon is a workflow management platform for accounting firms that provides a single place for communication and work collaboration. We were really excited to have Karbon on the show to discuss how to easily document processes so that workflows can be streamlined,...
Build a Profitable Advisory Practice with Financial Forecasting
Whether you're new to strategic advising or already have experience, LivePlan has you covered. Their software and training provide you with the tools you need to build a profitable advisory practice. With their wizards and tools, building a strategic financial...
AutoReview: An Intelligent Clean-up Tool to Drive Efficiency + Derive Accurate Numbers
The client QuickBooks data review process is tedious and time-consuming. Until now - that is! AutoReview is a revolutionary app that simplifies the data review process by doing the heavy lifting for you by identifying areas of concern automatically and presenting the...
Optimize Your Workflow With Liscio + Karbon
Clients want ease and accessibility. That’s where Liscio comes in to give clients one place to go to do everything - check off their client tasks, engage in real-time messaging, send eSignatures, and much more! Their app solution also gives clients the ability...
Forecasting vs. Budgeting: Why Forecasting Is the BEST Advisory Service
In 2020, small business owners and entrepreneurs simultaneously faced a public health, economic, and management crisis. But through it all, many persevered. They found solutions and adapted to not just survive, but thrive. Now they are looking ahead to the future of...
The Importance of Documenting Your Firm’s Critical Processes
Your accounting practice is a mass of intertwined processes. It’s the nature of what you do—it’s complicated and process-driven. This is exactly why documenting those processes is crucial for your firm’s success. By documenting and standardizing processes, you...