Accounting Practice Management Software to Easily Track Client Work, Manage Staff, & Hit Your Deadlines.
Joined December 2015
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1,319 Photos and videos
At what point in a client relationship do you realize it's not going to work out?
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Finish the sentence: "Nobody warned me that running a bookkeeping firm meant I'd also have to…"
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Ideal client: Pays on time but hard to work with OR easy to work with but always late on payments. Pick one.
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Finish the sentence: "I stopped taking on clients who…"
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Would you rather do 3 months of cleanup work or chase the same client for documents for 6 months straight?
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Finish the sentence: "I knew it was time to raise my prices when…"
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What's the most creative excuse a client has given you for missing a deadline?
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Would you rather onboard 5 disorganized clients or lose 2 good ones?
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Which is worse: a client who ghosts you until the deadline or a client who emails you 14 times a day?
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Your brain has earned 20 minutes of staring at something other than a tax return. 🧠💨
Join us tomorrow at 2 PM ET for Tax Wrap Palooza featuring live magic from Jon Tai! 🪄✨
No pitches. Just vibes. And maybe a free lunch. 🍕
Register: hubs.li/Q04fjV0S0
#TaxWrapPalooza
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Worst client email of the season. The 3 AM hero moment. The Excel sheet held together with duct tape and prayers.
We're giving them actual awards.
Tax Wrap Palooza • May 5 • 2 PM ET • Free • $50 prizes
Register here 👉 hubs.li/Q04f88Ft0
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Tax season is a wrap. And we're throwing a party. 🎉
Tax Wrap Palooza 2026 is happening next Tuesday, May 5th—90 minutes of pure celebration for everyone who made it through.
Tuesday, May 5th | 2:00 PM ET | Free Register here: hubs.li/Q04dNW010
#TaxWrapPalooza
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Your client says:
“I didn’t think that mattered.”
What didn’t they think mattered?👀
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Finish the sentence:
“I knew this client was going to be a problem when…”
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what’s the one process in your firm that saved you the most time this year?
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tell us you’re in bookkeeping without telling us you’re in bookkeeping...
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You open an email from a client, and the first line says:
“Quick question…”
How worried are you?
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Kellie Parks, CPB, FCPB, will be at the Bookkeeping Workflow Summit, will you? 👀
If your workflows feel disconnected and way too manual...this is an event you don't want to miss.
Register here: hubs.li/Q047KdPd0
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Describe your current sleep schedule using only a tax form number
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