by Kate Wilson, Social Media Manager,
Friday, June 23, 2017
Millennial Survey

Many Millennials are now in the decision-making role when it comes to hiring (and firing) accounting firms. 

by Robert Colburn, Account Manager, Accountant Channel,
Wednesday, June 21, 2017
Document Management

7 hours.

That’s how long employees spend each week searching and gathering information.

by Colleen Lindow, VP Strategic Partners & Account Management,
Monday, June 19, 2017
Pay It Forward

In early June, I was invited by one of’s clients, Glenbrook Partners, LLC, to be its guest at the Financial Women of San Francisco’s annual scholarship luncheon honoring extraordinary female students pursuing a career in finance and financial services.  

What an inspiring event.

by Kate Wilson, Social Media Manager,
Thursday, June 15, 2017
Customer Payments

Why is it so hard to track customer payments?

by Mark Gervase, Director, Product Marketing,
Wednesday, June 14, 2017
PayPal Alternative

Has your business outgrown PayPal?

by Kate Wilson, Social Media Manager,
Tuesday, June 13, 2017

For companies with limited resources and budgets, the move to eChecks is paramount.

by Stephanie Aparicio, Director of Payment, Risk & Compliance Operations,
Friday, June 9, 2017
Separation of Duties

There are two simple ways companies can proactively deter fraud: the separation of duties and ACH payments.

by Charles Crabtree, Director, Strategic Accounts,
Wednesday, June 7, 2017
Millennial Survey

Welcome to the next generation of business owners and decision makers—millennials

by Kate Wilson, Social Media Manager,
Monday, June 5, 2017
World Environment Day

"The Power Is Yours!" To save the environment—and you don’t even need green hair, trendy jewelry, and a '90s theme song to do it.

by René Lacerte, CEO and Founder,
Thursday, June 1, 2017
Millennial Survey

In a new survey, millennials share what makes—or breaks—an accounting firm-business relationship.