Sponsors
bill
BILL is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can thrive.
Melio
Melio is the smart business payment solution for accountants and bookkeepers. Manage your clients’ payables and receivables, set up approval workflows, and streamline processes with combined payments. Send instant ACH bank transfers online and sync with QuickBooks or Xero to eliminate double-entry.
Karbon
Karbon is Practice Management built for growth. Boost productivity, strengthen client relationships, and drive profit with the #1-ranked practice management software for accounting firms.
Cloud Accountant Staffing
Hire premium offshore accountants in days — not weeks. Pre-vetted, timezone-aligned talent from the Philippines, Latin America, and South Africa. Blazing fast hires. Meticulous vetting. Backed by white-glove support.
OnPay
OnPay empowers accountants to take their services to the next level. With smart software backed by experts, OnPay gives accountants everything needed to offer a payroll service, seamlessly manage clients, and grow their firm.
MARKETING FOR ACCOUNTANTS
Your accounting firm deserves great marketing. We provide outsourced CMO services exclusively to accounting firms so you can identify the ideal marketing strategy to attract clients you love working with. Find out about marketing strategy, branding, website design, and outsourced monthly marketing services.
Anchor
Anchor automates the entire process of getting paid by clients, end-to-end. Send your Anchor proposals, and the platform will auto-invoice, auto-charge, and auto-sync them all with your accounting software.
Poe Group Advisors
Helping accountants buy, build and sell exceptional firms.
Xero
Accounting software made for small businesses and solopreneurs
SafeSend
A one-stop shop for engagement letters, fillable organizers, secure source document gathering, tax return assembly and delivery with eSign
Relay
Relay centralizes day-to-day banking, accounts payable and big-picture cash flow management into one operating account for each of your small business clients.
Firm 360
Firm360 is the all-in-one platform built for accountants, by accountants—streamlining project management, billing, and communication. Trusted by 3,000+ pros, with tailored training and support to simplify your firm’s workflow.
Mercury
Mercury is the fintech startups use for banking and all their financial workflows.
Viaggio Partners
Viaggio’s comprehensive hiring process guides applicants on an intentional journey from job description through first round interview. We proactively engage each candidate, discerning exceptional talent while ensuring alignment with your company’s unique cultural expression.
Ramp
Ramp is on a mission to help finance teams build healthier businesses. By reimagining technology for back office finance from the ground up, Ramp provides businesses of all sizes and at all stages with the essential tools to modernize finance operations and help their business thrive.
Nimbl
Outsourced finance, IT, and offshore staffing—fully integrated, led by experts, and built to grow with you.
bill
BILL is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can thrive.
Melio
Melio is the smart business payment solution for accountants and bookkeepers. Manage your clients’ payables and receivables, set up approval workflows, and streamline processes with combined payments. Send instant ACH bank transfers online and sync with QuickBooks or Xero to eliminate double-entry.
Karbon
Karbon is Practice Management built for growth. Boost productivity, strengthen client relationships, and drive profit with the #1-ranked practice management software for accounting firms.
Cloud Accountant Staffing
Hire premium offshore accountants in days — not weeks. Pre-vetted, timezone-aligned talent from the Philippines, Latin America, and South Africa. Blazing fast hires. Meticulous vetting. Backed by white-glove support.
OnPay
OnPay empowers accountants to take their services to the next level. With smart software backed by experts, OnPay gives accountants everything needed to offer a payroll service, seamlessly manage clients, and grow their firm.
MARKETING FOR ACCOUNTANTS
Your accounting firm deserves great marketing. We provide outsourced CMO services exclusively to accounting firms so you can identify the ideal marketing strategy to attract clients you love working with. Find out about marketing strategy, branding, website design, and outsourced monthly marketing services.
Anchor
Anchor automates the entire process of getting paid by clients, end-to-end. Send your Anchor proposals, and the platform will auto-invoice, auto-charge, and auto-sync them all with your accounting software.
Poe Group Advisors
Helping accountants buy, build and sell exceptional firms.
Xero
Accounting software made for small businesses and solopreneurs
SafeSend
A one-stop shop for engagement letters, fillable organizers, secure source document gathering, tax return assembly and delivery with eSign
Relay
Relay centralizes day-to-day banking, accounts payable and big-picture cash flow management into one operating account for each of your small business clients.
Firm 360
Firm360 is the all-in-one platform built for accountants, by accountants—streamlining project management, billing, and communication. Trusted by 3,000+ pros, with tailored training and support to simplify your firm’s workflow.
Mercury
Mercury is the fintech startups use for banking and all their financial workflows.
Viaggio Partners
Viaggio’s comprehensive hiring process guides applicants on an intentional journey from job description through first round interview. We proactively engage each candidate, discerning exceptional talent while ensuring alignment with your company’s unique cultural expression.
Ramp
Ramp is on a mission to help finance teams build healthier businesses. By reimagining technology for back office finance from the ground up, Ramp provides businesses of all sizes and at all stages with the essential tools to modernize finance operations and help their business thrive.
Nimbl
Outsourced finance, IT, and offshore staffing—fully integrated, led by experts, and built to grow with you.