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