Tools We Use

Prospects to Projects: Accounting Workflow System is the ultimate solution for managing an accounting practice. P2P, created by 74 Systems, uses industry leading and standard platforms all working together in harmony and leveraging their individual, best of breed capabilities in a single, cohesive, highly customizable, easy to use system. Our system helps accounting pros manage their entire practice, from Prospects to Projects.

Manage leads, contacts, workflow, tasks, and projects like you've always wished you could. insightly is the core of our highly customizable, extremely useful, easy to use "From Prospects to Projects" system build for accountants, bookkeepers and business owners. ~ $35/user/mo - $59 user/mo
Web conferencing, support and webinars that work, really well. Zoom integrates with insightly and Acuity Scheduling to make a cohesive solution for our clients. ~ $14.99/mo/host plus $40/mo/host for webinars (Most small businesses use one host)
Online calendaring with amazing flexibility and usefulness. This tool will eliminated overhead, errors and help your clients and team check one more task of their daily list. It integrates with Zoom, automatically and we make it integrate with our insightly based system magically. ~ $15/mo - $50/mo (1 user is usually all you need)
We capture leads and client email addresses and we use MailChimp to communicate marketing communications, transactional emails like invoices and receipts, and automated campaigns like abandoned shopping carts, education, and drip and nurture. ~ $10 to begin with paid features and it increases with your list size (this is a good thing)
Best pricing and service for QuickBooks, QBO, QB Payments and Payroll. Through our partnership with Complete Business Group, a leading Intuit Reseller, you save a bundle and you'll be cared for like never before.
To provide automated electronic engagement letters and proposals within AWS, we use PandaDoc. We can send bulk letters at the start of a season, or one at a time directly from a client record in the CRM.
Sync across apps and systems perfectly with Piesync. Contacts, orders, and just about anything else you can dream of. This tool offers 2-way sync. It's reliable and serves a great purpose for automating workflow and processes.

Hardware We Love