Summit CPA – Better Report Presentations

Taking on More Clients. Jake Grimm, Director of Technology Summit CPA Group, a Division of Anders CPAs + Advisors As Director of Technology, I implement and create best practices for tech delivery to our clients. I was instrumental in getting the structure and...
Fathom no longer included with QuickBooks

Fathom no longer included with QuickBooks

Fathom will no longer be included as part of your QuickBooks Advanced subscription.  Fathom & QuickBooks Online Advanced FAQs Starting August 1st, 2022, Fathom will no longer be included for free as part of QuickBooks Online Advanced.  Answers to common questions...

People Advisory Meets Automated Reports

PRESS RELEASE  NEWS PROVIDED by Reach Reporting | May 5, 2022, 09:00 ET Reach Reporting partners with Gusto to improve reporting for Advisory services Springville, Utah, United States – January 01, 2022 – Reach Reporting, a rapidly growing startup and the...

Auto Draft

“We have finally been able to standardize and customize our deliverables.” Dave Willson CFO, Prove...

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