Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
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Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
Why Your Bookkeeping Might Be Useless (And What to Do About It)
Unfiltered Profit
14 minutes
3 months ago
Why Your Bookkeeping Might Be Useless (And What to Do About It)
Is your bookkeeping helping you grow—or just helping you survive tax season? Most business owners think if their books are categorized and their CPA can file their taxes, they’re “good.” But in reality? That’s the bare minimum. The truth is, if your bookkeeping isn’t giving you strategic insight, timely cashflow visibility, and clear reports—you’re making decisions in the dark. In this episode, Caitlynn and Seanna break down why so much bookkeeping is useless for real business growth, how AI ...
Unfiltered Profit
Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
