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Bookkeeping

Tech & Automation to Scale Your Practice | LiveFlow Webinar

August 20, 2023
About this webinar

Tech & Automation to Scale Your Practice | LiveFlow Webinar

Join us as Josh and the team from LiveFlow dive into the exciting features and challenges of their innovative product! LiveFlow connects seamlessly with QuickBooks data to deliver accurate and dynamic reporting.

In this session, we cover:

  • Customizable Dashboards: Learn how to create scalable, personalized dashboards for different clients.
  • Product Consolidation: Discover the new product consolidation feature, including account mapping, monthly data views, and support for multiple entities.
  • Special Offers: Get the scoop on exclusive deals for new and existing customers.
  • Don't miss out on this detailed demonstration! Have questions or are interested in learning more? Reach out to us—we're here to help!

About our guest
Emily Davis

About Josh

With 3 years of experience at JP Morgan trading securities, Josh brings incredibly valuable insight from the financial industry. He now spends his days as LiveFlow's senior product & modeling specialist building valuable products for our clients that help them level up their game and move beyond just bookkeeping.

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