Leverage Automation in Your Workflow!

You’re invited! Join me, Gabrielle Fontaine, for the next in our free training webinars… “How to Automate Document Workflow for Virtual Bookkeepers” When? Thursday, October 20 at 2:00 PM EDT (New York) In a different Time Zone? Use this tool to find your time . Register Here This coming Thursday we’ll be jumping into the nuts […] ...

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Can Bookkeepers Change The World?

In a word, YES. But the more important question is, Will we? What we do as bookkeepers can literally be world changing, for ourselves, our clients, and even on the other side of the planet! I’m not being melodramatic. What we have the ability to do, whether we realize it or not, can have a […] ...

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New Webinar: Streamlined Workflow for Virtual Bookkeepers with SmartVault

The next in our free live training webinars we’ve been holding this summer is coming up on Thursday… “Streamlined Workflow & Best Practices for Virtual Bookkeepers” When:  Thursday, August 11 at 2:00 PM EDT (New York) In a different Time Zone? Use this tool to find your time. Register Here This coming Thursday we’ll be jumping into the […] ...

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Compliance to Advisory – Making the Switch

Actually becoming a ‘trusted advisor’ is easier said than done. For example, here’s a request that came in from a fellow bookkeeper recently… “I was wondering if you have ever considered doing a topic on how to provide the value data from the financial statements. I struggle with that and would like to be able to […] ...

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A Client Portal: Do You Need One?

What is a client portal? Is it something only accountants use, or does it make sense for freelance bookkeepers too, especially if you work virtually? This is not a topic you hear about often. But if you’re running (or plan to run) a virtual bookkeeping business, how are you exchanging important and/or sensitive information with […] ...

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