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Jeff Phillips- “Why I’m Investing in Training for Modern Accounting”

Why I’m investing in training firms and accountants to become future-ready. Jeff Phillips, CEO Accountingfly I have become an investor in and advisor to the accounting training company Elefant.  I’d like to share why this is important to me, because it has a lot to do with you - folks who see the changes and [...]

Jeff Phillips- “Why I’m Investing in Training for Modern Accounting”2019-01-28T19:18:02-05:00

My Five Favorite Accounting Firm Apps

As a cloud-based practice owner, I dabble in lots of apps.  Want to get me off-track? Tell me about a new app that solves a problem I have, and watch as I go down the rabbit hole.  However, when Murph asked me to write about my five favorite apps, these rolled off my fingers as [...]

My Five Favorite Accounting Firm Apps2018-04-23T21:15:31-05:00

Dock the Right Apps

Three weeks ago, I accidentally removed my Mail app from my iphone.  I have no idea how.  I freaked out, obviously.  I have three (going on four) businesses and two children whose teachers might need to reach me via email.  How could I survive without checking my email on my phone every twenty-three minutes? After [...]

Dock the Right Apps2017-10-02T14:28:35-05:00

Sixty Day Career Meditation-Stepping Away from the To-Do List

I started my firm five years ago, almost exactly. I had recently split from my husband and started my own accounting firm so I could be around for my children. I grew my practice, got certified in many cloud-based add-ons, began teaching Xero’s certification course, became a Xero US Ambassador, bought an app, launched this [...]

Sixty Day Career Meditation-Stepping Away from the To-Do List2017-10-02T14:29:38-05:00

Five Must-Haves for Single Parentpreneurs

Five Must-Haves for Single Parentpreneurs Amazon Prime- When you’re a single working parent, you have no time.   Enter Amazon Prime.  I can’t remember the last time I went “shopping” but the reality is that our household can’t live off what is available at the neighborhood gas station, so we order what we need.  We [...]

Five Must-Haves for Single Parentpreneurs2017-10-02T14:30:44-05:00

#MomBoss Struggles (or The Time I Cried to Rod Drury Over Coffee)

This morning I was lucky enough to hear some inspiring stories of badass women.  Amy Vetter hosted a Women in Business breakfast to kickoff Day 2 of Xerocon.  It was an honest discussion about our struggles as females in a male-dominated industry.  Actually, two male-dominated industries- accounting and tech.  It was not a bashing session, [...]

#MomBoss Struggles (or The Time I Cried to Rod Drury Over Coffee)2017-09-12T17:08:33-05:00

Xero Integration Head to Head: Gusto vs. ADP RUN

Xero does not have native payroll processing in Louisiana, or some twenty-five other states, so Xero users must choose a separate payroll service for that functionality. The two biggest players in the Xero add-on market are Gusto and ADP. Launched in 2012, Gusto, formerly ZenPayroll, was created as a modern cloud-based payroll service, far from [...]

Xero Integration Head to Head: Gusto vs. ADP RUN2017-09-06T14:27:45-05:00

10 Reasons to Love Xero Bank Rules

Ninety percent of a small business’ transactions affect bank or credit card accounts. That is a lot of reconciling! Xero’s bank rules allow you to automagically clear your bank feed.   Here are our Top Ten favorite features of and uses for Xero bank rules:   Name Game – When you create a bank rule [...]

10 Reasons to Love Xero Bank Rules2017-09-06T14:27:38-05:00

Cloud Based Apps: Our Survival Apps

  As a cloud based company, we’ve been searching for the right tools for the job for a few years. As our business has grown, our needs and requirements have changed and we’ve been pretty agile at changing with them. We’ve tried lots of different systems for different needs and we’ve passed on most or [...]

Cloud Based Apps: Our Survival Apps2016-03-21T20:40:03-05:00