Bookkeeping Buds Retreat Swag Bag
*Some links may be affiliate links
Relay: Relay is an all-in-one business banking and money management platform to help small businesses understand what they’re earning, spending and saving—so they can make the best financial choices for their business.
With Relay, business owners can:
- Bank with no account fees, no overdraft fees, and no minimum balance required
- Organize expenses and cash reserves using up to 20 checking accounts
- Issue up to 50 virtual or physical Visa® debit cards - Send payments and deposits via ACH and wire (checks coming soon)
- Give team members and financial advisors secure, role-based banking access
- Integrate banking with accounting softwares like QuickBooks Online and Xero
- Get personalized customer support by email and phone
Contact Olivia Cummings : Olivia@relayfi.com
XERO: Xero is powerful cloud accounting software that improves efficiencies across your practice.
With all client data stored on a single unified ledger, you and your clients can easily access and collaborate on the same set of books.
Xero’s advisor tools and automation solutions reduce time-consuming manual tasks and put data entry on autopilot. Work faster and more efficiently than ever before with Xero.
With automation tools and time-saving features, Xero makes accounting a breeze. But Xero is more than just accounting software. It’s a supportive and collaborative community to help you thrive.
Contact TIffany: Tiffany.firstname.lastname@example.org
Keeper Keeper helps bookkeepers run a better month-end close.
With its direct integration to Xero and QuickBooks, Keeper helps firms communicate with clients, catch coding errors, deliver stunning management reports, and fix their 1099 season..
Chad shared 6 Pro Tips with us.
Contact: Ben Stein email@example.com
Hughes and Strong: Jodie Hughes and Erica Strong help build the systems to keep your bookkeeping firm running smoothly, so you can focus on everything else on your plate. We specialize in Keeper & Dubsado - and also offer Diagnostic Reviews if you're considering a new system but want another opinion to see if it's a good fit before jumping in.
As business owners, we're all crunched for time. And with everything on your shoulders, your systems are probably last up on your to-do list. We're here to help you figure out what'll work best for your firm, document your unique workflows, get everything set up, & train your team - so you can focus on more important things. We specialize in: - Keeper for streamlining client work - Dubsado for keeping track of leads in your pipeline - and Niche+Advisory Offers to help set yourself apart
Honey Bronson: Honey is offering for a limited time a free 15 minute consultation along with 10% off on 3 45 minute foundation sessions. Thta is $257 for all 3 sessions.
Contact Honey: firstname.lastname@example.org
Magical Moves for Your Body's Momentum
PDF of exercises used at retreat.
If you’d like a 25-minute Wild Soul Movement practice, here’s a link. The mantra for this one is: It is safe for me to trust my truth.
And if you’re interested in any support around speaking up, speaking out, speaking on video, I’m your gal! Shoot me an email and put “Speaking” in the memo.