In his first book on EOS® (Entrepreneurial Operating System®), entrepreneur and author Gino Wickman outlines a whole new way to run a business. This system has been implemented by thousands of entrepreneurs. It helps them to develop a vision for the company, establish goals around that vision, and provide a structured way to drive the business to accomplish these goals. Though EOS can help your organization stay on task, it requires you to keep all of your EOS data organized. Traction® Tools is a cloud-based application designed to do one thing: help businesses implement EOS. If you are unfamiliar with EOS, I would recommend reading Traction, Gino Wickman’s book introducing EOS. Read more
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Of all of the worries of owning a business, the anticipation of a possible IRS audit has to be one of the worst. As a business owner, you want to grow and be forward thinking, but then an IRS agent forces you to rehash the past in excruciating detail. With clean books and correct record keeping, you can have the confidence of knowing that if the government comes knocking, you’ll be ready. While there are many different systems to keep your books in order, Receipt Bank aims to help with the record keeping, while integrating with the all of the major cloud-accounting providers.
Core Features – 35/35
Receipt Bank’s mission is simple, to reduce the time required to move receipts, bills, and credit notes into your client’s accounting system and give accountants a clear view of their bookkeeping while in progress. They do this by capturing the data, organizing it into their dashboard, and giving bookkeepers the ability to automate the flow into the accounting software. Read more
It’s easy for businesses to get bogged down with data entry, managing bills, and cutting checks (yes, people still do that). The folks at Entryless want to help. As their name suggests, they remove the ‘entry’ and streamline the rest, down to actually getting the vendors paid. Entryless is quickly becoming the trusted automated bill processing solution for thousands of business owners around the world.
Core Features – 34/35
When a bill or invoice is submitted, the bill is automatically processed in Entryless and a copy is created in the accounting software. Then when the bill is ready to be paid, simply pay it through Entryless and an ACH or check will be sent to the vendor. Now, let’s deep dive into the process. Read more
For any small business selling products, sales tax is a time suck. Business owners are required to become experts on state specific requirements, nexus, and even county taxes. With a growing number of businesses selling online, states are cracking down on “out of state sales” and more and more businesses are finding themselves owing taxes in states in which they do business. Avalara was founded in 2004 to solve this problem and for the past 12 years, they have been a trusted leader in the industry. TrustFile is one of their many products built to give peace of mind to users and to allow them to run their businesses and stay compliant.
Core Features – 33/35 Read more
The past decade has produced many great tech products for accountants. Although most of the tools focus on ways to do work efficiently, none have changed the way accountants communicate, manage workflow, or lead their teams. The team at Karbon is disrupting the way accountants think about their task management by giving them tools to communicate effectively, prioritize work, and bring all their core offerings together in one place.
Core Features – 34/35
Karbon’s tagline “task management for accountants,” summarizes their goal well, but their vision is bigger than task management alone. Read more
There is a growing disconnect between accountants and their clients. Accountants generally provide great data on a company’s historical performance while today’s business owners crave more forward-focused advice to ensure their day to day decisions propel their businesses forward.
ProfitCents seeks to solve this problem by offering accountants an easy means to create narrative financial health reports, projections, and industry-specific trends and ratio benchmarks for their clients. It enables accountants to provide relevant, timely information to business owners on their companies’ performance, which creates data-driven, forward-focused conversations. Read more