Jonathan Reich 
As a CPA, part of my job is helping clients choose the best financial tools for their businesses. Stampli, a popular payment processor, frequently comes up as a favorite among my clients because it’s strong on invoice capture, approvals, and team collaboration. But every platform has strengths and weaknesses, and finding the best fit for … Read more
Melio and Stampli are two payment processing platforms that have earned their stripes in the industry and offer compelling solutions. However, subtle distinctions might make one more suitable than the other, depending on the nature of your operations. My career as a CPA has meant I’ve learned—often the hard way—that choosing the right payment processing … Read more
As a CPA, I’ve spent the better part of my career untangling the complex web of payments, financial records, and international transactions for small to mid-sized businesses. If there’s one topic that consistently trips up business owners—regardless of industry—it’s the challenge of paying international vendors efficiently, securely, and affordably. Trust me, I’ve seen it all: … Read more
I’ve spent more late nights than I’d like to admit wrestling with bad imports, manual adjustments, and missing audit trails, and, therefore, I’ve learned to look at accounting software with a skeptical eye. While I care about slick dashboards and ease of use, I’ve also come to appreciate the tools that make my job easier: … Read more
Handling payments manually felt like a necessary evil at some point. But platforms like Melio and QuickBooks Online changed that. They made payments easier. They transformed how businesses managed cash. As a CPA who’s spent years drowning in invoices, ledgers, and every type of financial headache imaginable, I experienced these changes firsthand. So, let’s break … Read more
You know what I despise as a CPA and a small business owner? Spending an entire day working, then another half day buried in administrative tasks, only to check the mailbox and find a giant stack of bills and statements waiting for me. It just seems like more work! And something about it just doesn’t … Read more
For many small businesses and freelancers, Wave Accounting was once a top contender in the world of free accounting software. Its super intuitive interface and budget-friendly price tag made it a favorite for those looking to manage finances without investing heavily in software or the time it takes to learn it. However, with Wave’s gradual … Read more
In the ever-evolving world of accounting software, business owners, accountants, and financial controllers are constantly on the lookout for tools that not only meet compliance needs but also simplify workflows and save time while offering deeper insights. Two platforms that serve very different user bases but are increasingly part of the same conversation are Wave … Read more
At first glance, it can feel like every bill pay platform does the same thing. They can help you pay vendors, set permissions and approvals, and manage the payables side as a whole. However, there are some distinct differences between them, and the choice of platform can affect your bottom line. Considering these factors, here … Read more
If you’ve spent any time in the online marketing sector, you’ll know the email warm up tools are specialized platforms designed to boost the reputation of new or inactive email accounts. These tools usually operate by gradually simulating real-life engagement with your content. This can include basic interactions like opening and responding to messages, as … Read more
Collecting payments online sounds simple until you’re the one trying to choose between a dozen platforms that all promise the same thing. Whether you run a retail shop, offer services, or sell entirely online, you need a payment system that works without creating more problems behind the scenes. Over the years, I’ve helped small business … Read more
Xero has long been a staple in the cloud-based accounting world. It’s sleek, easy to use, and loaded with features that cater to most businesses. But as with most things, it’s not one size fits all. If you’re here, you’re probably looking for alternatives, and let me help you with the headache – as a … Read more
In the world of accounting software, two platforms that cater to vastly different ends of the market, FreshBooks and Puzzle.io, have caught the attention of business owners, bookkeepers, and CPAs. As a CPA myself, I believe both tools are designed to simplify financial management, but they reflect two very different philosophies in approach, functionality, and … Read more
FreshBooks has established itself as a popular accounting platform for freelancers and small businesses, and for good reason! It’s renowned for its intuitive interface, simplified invoicing, and breezy project management, which is attractive for people who don’t want to get lost in the numbers. However, despite its strengths, FreshBooks isn’t a one-size-fits-all solution. Companies with … Read more
The accounting software market is crowded, and there is no shortage of platforms designed for modern businesses. As a CPA that is constantly being badgered by friends, family, and potential clients who want to know what they should use to run their new business idea, I usually recommend QuickBooks and end the short conversation there. … Read more
QuickBooks Online has established itself as a reliable and robust accounting platform for small businesses, freelancers, and even mid-sized enterprises, and for good reason. It has an intuitive interface, comprehensive feature set, and strong brand recognition, which have made it the go to choice for many business owners. However, QuickBooks isn’t for everyone. Businesses seeking … Read more