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Free cpe webinars
3 Apps That Can Improve Your Firm’s Productivity, Happiness, and Bottom Line


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It’s easy to get lost in a jungle of free trials and over-specialized automation. But when it comes down to running a practice day-to-day, you need apps that are reliable and functional workhorses.

For Kelly Gonsalves, finding a solid trio of apps to streamline sales, payables, and secure client communications/document exchange was hard—that is until she found the magic combination of Bookkeep, Veem, and Liscio. With this trio, she hit the jackpot. Not only are these apps great at what they do for clients, but they also fit perfectly into what was missing in her practice and workflows. They have benefited her own practice as much as they’ve benefited her clients’ businesses.

Come and see how Kelly has solved the challenges of getting documents quickly (and securely) from clients, how she got her team on the same page and eliminated data silos, how she no longer wrestles with lengthy and complicated journal entries from multiple external sales sources, and how she conquered even the most complex payment situations for her firm and for her clients.

In this session, Kelly will cover how Liscio, Veem, and Bookkeep have made a huge difference in productivity and the quality of life for Totally Booked. By hearing her experience, you’ll see an opportunity to increase your own practice’s productivity, bottom line, and—dare we say—happiness just like she did.  And you’ll save a ton of evaluation time!

Learning Objectives:

  • Identify key elements that lead to client delight and staff productivity

  • Describe the relationship between “how” you ask for documents and “when” you receive them from clients

  • Recall the main components necessary for great payables management

  • Name the new standards necessary for clean e-commerce sales and expense bookings

  • Recognize how a tailored tech stack can help you differentiate your firm and bring you a much better work-life balance as well

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Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes. Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.

About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.