Deeper Weekend 2014

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    Greg Kyte
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    Jon Lokhorst
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    Melinda Guillemette
  • Toni Cameron

THRIVEal just wrapped up Software week and I think my brain is still hurting. We were able to see a demonstration of 8 different products in 5 days (May 14-18, 2012) and get a feel for the culture of each company. Each company has different strengths, weaknesses, target markets, and overall outlook on what accounting software should provide. I feel like I have more tools in my toolbelt to better blow my customer’s mind and match the software to their needs. It was an exciting week, to say the least!

We started the week with Wave Accounting. I had the pleasure of talking to one of the founders a few days before the demonstration, so I was very excited to see his product in action. Their mission is to help the small business owner be more successful, and they deliver. At the very reasonable price of FREE, this cloud accounting system packs a punch. They are a full blown accounting system, integrate well with other products and have a great company culture.


Next up was Fathom. As my fellow THRIVEalist Barrett Young of Young Financial Advisors said “If Xero is beautiful, Fathom is a supermodel.”   I am not kidding, this software is gorgeous! It integrates with Xero and displays your numbers in the most beautiful and understandable way. Fathom’s tagline is “better insight for advisors” and has financial analysis, KPI, benchmarking, alert and much more. is a powerful system to manage your accounts payable and receivable, anytime, anywhere. With sleek options such as ACH drafts, viewing and attaching invoices to payments and adjusting controls of users, can help you run your business in the cloud. If you are considering outsourcing your entire accounting department so that you can focus on your business, this system is going to be your best friend (along with your CPA, of course).


We had the privilege of getting a demonstration of some super secret software from Intuit. I can’t say much about it, but it was fun to get a little sneak peak.


Saasu is an accounting software from Australia that isn’t released in the US just yet. This system is easy to use, functional and has a team full of passion behind it. That is the secret sauce for greatness! I am digging their inventory system and connection with tons of apps.


Less Accounting has the best tagline I have ever seen. “All small business accounting software sucks, we just suck the least.” I don’t agree that ALL accounting software sucks, but I am a nerd that loves this stuff, so take my opinion with a grain of salt. Less Accounting has a great culture and company view. They are funny and irreverent, and have built in tools that toggle the language from accounting jargon to humanese.


Freshbooks is an easy tool for invoicing and time tracking. They promote painless billing, gotta love that. Freshbooks integrates with quite a few of the other software that has been mentioned, making a full accounting system even easier. They even show you how many times your customer viewed their e-invoice! No more excuse that it got lost in the mail.


Our week ended with ConceptBoard. This system is completely functional and can be used for presentations, coaching, mind mapping, goal setting or anything else you can think of. It is visual collaboration on ideas and documents. You can import your documents and mark them up, with your team, all online. Very snazzy stuff!


Overall, this week was a huge success. The THRIVEal +CPA Network, as a whole, is excited to dive deeper into each system and further explore how we can deliver amazing service to our customers. We love adding tools to our arsenal, because they help us improve our customers’ lives and businesses. We ain’t skeered of technology. We embrace it!


Magen Smith, CPA owns Book-It Accounting Services. She and her husband have two adorable daughters and dream to live in an RV full time in the next few years. She loves to talk about big ideas, big dreams and help people reach their goals. Ben and Jerry’s Coffee Heath Bar ice cream doesn’t suck either.
Business, Guest Post, Software
  • On 05-22-2012 at 11:46 am, Kevin McCoy said:

    Great write up Magen! I am bookmarking this for later reference.

    I never knew you liked Heath Bar ice cream…I always get the chocolate Blizzard w/Heath chunk from DQ. Tasty stuff.

  • On 05-26-2012 at 9:44 am, Magen Smith said:

    Thanks Kevin! Coffee Heath Bar ice cream makes my world go round (and my pants get tight). LOVE it …. and hate it a little.

  • Jennifer Blumer

    On 06-04-2012 at 11:02 pm, Jennifer said:

    Twas a fun week!


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