🎥 5 Minute Software Demos

I’ve shot a number of (often sponsored) demos of popular software tools in our space. Because they’re sponsored I don’t put them on blast, but it’s a great way to learn about an app without having to fully go down the sales rabbit hole.

Here’s what we’ve done so far:

• Keeper - Month-end close management

• MakersHub - Accounts payable automation

• Copilot - Customizable client portal

• Canopy - Practice management - Also Insights, their AI reporting platform

• RightTool - Chrome extension to make QBO better - My #1 new tool of 2023

• Financial Cents - Practice management

• Instead - R&D credits made easy

• StanfordTax - Proforma tax info collection

• Liveflow - Specifically their new consolidations product

• Accruer - Automated accrual entries

What other apps would you like to see demos of?

💎This Week's Sponsor

LiveFlow: Consolidate financials in just 3 minutes, even with inconsistent GL account names across your entities

The fastest, easiest and most flexible way to consolidate multiple entities

Have a product or job opening to advertise? Reply to this email for more info.

📅 This Week

• Ask yourself these questions if you want to run a better accounting firm

• A productized banking, bookkeeping, payroll & tax solution raises 9.5M

• Amie is “the joyful productivity app” and one of the coolest landing pages you’ll ever see

• A tool for logic-driven if-this-then-that approach to moving money between accounts

  

• Some thoughts on how to find clients for new firms that just need to get work in the door, vs long-term strategies optimized for finding profitable clients

• New-agey Excel alternative Equals launched “a next-generation Clippy”

• The Veed custom GPT will let you generate entire videos with a single instruction prompt

• From the weekly Q&A:

  • Thinking about selling a course - good or bad idea?

  • How do you balance the bottleneck of change management with the rate of growth?

  • I'm having a hard time with the idea of getting help with my inbox. Any tips?

  • When we're finding our specialization, should our firm look to move into one or several niches?

  • Can you provide some examples of areas where one could niche down?

😍From The Community

My private peer networking community Realize for firm leaders, now capped at 500 members.

• 01/25 🌴 Take A Step Back with Geraldine Carter

• 01/29 🕸️ Into The Chadiverse with Chad Davis

• 01/31 🎉 January 2024 Member Mixer 🥳 with Dymond

• 02/01 💻 Demo Day - Keeper with Jason Staats

• 02/02 🏫 Hall Pass - Live Coaching with Brandon Hall

• 02/20 💘 Evaluating what to kick to the curb with Kellie Parks

▮▮▮▮▮▮▮▮▮▮▮▮▮▮▯▯▯▯▯▯ 392/500 members