Exploring automation at your firm.

Automation tips and tricks: Bookkeep

Welcome back to another article in an ongoing series about ways to save time in your practice. This tip comes from Dawn Brolin, CPA, CFE.

Bookkeep! This tool allows me to connect my e-commerce or Square-type platform clients to connect with QuickBooks® Online. I choose to say that this tool allows me to “Set it and forget it!”

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