July 19, 2021

The Importance of Setting Client Expectations

During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations. This session is packed full of valuable information no matter how far into the journey you may already be.
June 19, 2021

When Accountants Become App Developers

During this week's episode Sara Laidlaw Woodruff and Matthew Fulton discuss when accountants become app developers. They share the struggles involved in trying to run an accounting firm while also launching an application. They take time to answer questions from QB Community Live Facebook Group. To end the episode, Sara provides a quick demo of her application Trial Balance Exporter.