Love the "being human" and creating in-person events! I created an event for women in accounting here in Seattle on May 22. We've got women from 9 states and Canada coming for community and collaboration. So exciting!
What I'm selling: 1. "Done for you CRM" that have limited capabilities and expansion possibilities. 2. Client portals integrated with CRM systems. 3. Per user / per month subscriptions. 4. Offshore accountants who work from home, where I can't manage security What I'm buying: 1. A CRM I can custom build out with massive zappier integrations that is more powerful than generic things like Taxdome. 2. Investing in contractors to build out the CRM, while I focus on making money. 3. Native portals which are built in to my most widely used software. 4.Offshore accountants who work in a Sox2 compliant facility.
I missed your other videos about Makers hub. Definitely going look into that. I’m glad they have desktop integration! My current AP solution is more OCR than AI; despite their marketing. So this is exciting!
I'm brand new to bookkeeping and I'm interested in adding an AI training regimen to my schedule, has anybody here had success with something like that before?
Fine, I’ll stop lurking. Love the videos and podcast
I LOVE Makershub - so glad we added this in 2024 💞
Love the "being human" and creating in-person events! I created an event for women in accounting here in Seattle on May 22. We've got women from 9 states and Canada coming for community and collaboration. So exciting!
What I'm selling:
1. "Done for you CRM" that have limited capabilities and expansion possibilities.
2. Client portals integrated with CRM systems.
3. Per user / per month subscriptions.
4. Offshore accountants who work from home, where I can't manage security
What I'm buying:
1. A CRM I can custom build out with massive zappier integrations that is more powerful than generic things like Taxdome.
2. Investing in contractors to build out the CRM, while I focus on making money.
3. Native portals which are built in to my most widely used software.
4.Offshore accountants who work in a Sox2 compliant facility.
Stopping the lurking…I get a lot from these videos. Really pursuing firm running for myself in 2025!
👁👃👁
Stepping out of the lurker corner... waving from the sidelines!
Hi Sheri!
I missed your other videos about Makers hub.
Definitely going look into that.
I’m glad they have desktop integration!
My current AP solution is more OCR than AI; despite their marketing.
So this is exciting!
Didn't realize they did desktop that's cool!
7:38 I dumped that stock long ago, I only have 2 podcasts in rotation now.
In the production accounting and finance space and would love to see some tech stack use cases. If anyone is in this space, I would like to connect.
I'm brand new to bookkeeping and I'm interested in adding an AI training regimen to my schedule, has anybody here had success with something like that before?
Worth doing! Ashley's the only one in the space who I know that has put together a proper course www.kta.ai/birdzzzandbeezzz
lurker no mo!
Do you know of some accountant micro influencers we can check out? Wait- never mind time to just be one. :)
I think maybe he is one
@@jaywalkin2024 LOL true.
Most the ones I know are putting out valuable stuff on LinkedIn!
1st
Aussie aussie aussie