Before You Take a a Summer Break, Maximize Your Post-Conference Learning

The secret to maximizing the takeaways from any professional education event is to have a plan of action when you return home, especially if you are planning to go on summer break. Here’s my plan for taking all of the connections, education, and opportunities I gained at the conferences I attended in the spring, that […]

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Does Software Selection Stress You Out? Make Tech Work for You with the Team Brolin Tech Stack Attack Strategy

The right tech stack can really alleviate stress, save time, and maximize your firm’s throughput, but only if you have a clear vision for each solution you are using. There’s a buffet of options out there, that’s for sure, and they all cost either time to implement or money to buy (or both) so it […]

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Reassess Your Success with a Deep Dive into After Action Reviews (AAR) for Accounting Firms

After you complete an After Action Review for your firm post busy season, it’s time to really figure out which of your processes work and which ones might need to be reviewed and improved.  Below I have broken down all of the key action items you may have once you have completed your AAR and […]

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Do You Have Clients Going Global? Truly Financial Opens Up a World of Opportunities

Now that working with remote teams is the new normal of business, many of us are learning about the challenges of making sure everyone has the tools they need to work effectively. One of my Starting Lineup Members, Truly Financial, has got your back (and your clients, too!) when it comes to supporting the banking […]

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Motivation to Help You Maximize Every Moment at Accounting Web Live Summit and Post-Tax Season Events

I know, I know, we are in the final stretch of tax season and you may be thinking, Why the heck is Brolin blogging about events now? Doesn’t she know that the tax deadline is just days away? I can’t even…   I hear you! Yes, this is a beyond busy time for many of […]

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The A-ha Moment that Redefined My Firm’s Security and Compliance Priorities

Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when my entire view of how to secure my own firm and handle data security requirements changed for good, and for […]

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Looking for the Perfect Corporate Card? Truly Financial Delivers

Do you still have clients using cash or checks to make purchases? Or maybe you do? If so, you know there has to be a better way! Your clients (and your firm) should be using a corporate card.  In fact, I have saved you the legwork of looking for the perfect alternative with my Starting […]

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Truly Financial is Changing the Banking Game: How Digital Banking Benefits Accountants and their Clients

Truly Financial offers a bank account that pays you cash back for everyday purchases, gives you insight and control over your team’s spending, allows you to send domestic payments without worrying about bank fees, makes international payments feel as easy as domestic ones, and allows you to hold and exchange foreign currencies in your account.

You can choose from several account types that will help you feel like a local business, even when you are operating your business globally. Through their U.S. checking account, companies can receive Automated Clearing House (ACH) and Fedwire payments. You can also send payments to anyone in the U.S. or abroad. The second type of account are Euro and GBP accounts. These can receive and hold funds via SEPA and local clearing. The final kind of account is the multi-currency account. This account allows users to receive or send wires in 32 different countries.

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Veem Makes Every Day National Privacy Day for Online Payments

Veem Make Every Day National Privacy Day for Online Payments January 24, 2022 Did you know? This Friday, January 28, is National Privacy Day! Seeing as this international celebration is dedicated to the education and promotion of privacy and data protection best practices, I figured we could celebrate by looking at one of the safest […]

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Help Your E-Commerce Clients Reap the Rewards of Recurring Billing

Does your practice have a niche in accounting or tax preparation for e-commerce businesses? Maybe you’re a bookkeeper with clients who are moving toward an e-commerce model. No matter how your e-commerce clients find you, the best way to meet the opportunity to serve them is by providing an integrated, automated, comprehensive solution, including all […]

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