Automated Data Syncing & Reconciliation: Smarter Workflows for Accounting & Finance
Richard Mabbun Published on: 26/09/2025
Streamline accounting with automated data syncing & reconciliation using QuickBooks, Xero, Zapier & Make.
RIAAccounting
Richard Mabbun
How Firms Can Cut Month-End Close Time in Half with AI Workflows
Richard Mabbun Published on: 01/09/2025
Month-end close is a stressful, error-prone process for RIAs. This post shows how AI workflows cut close time in half, reduce mistakes, and improve compliance—turning a chaotic scramble into a streamlined, efficient operation.
RIA
What Small Firms Get Wrong About Client Onboarding
Richard Mabbun Published on: 18/08/2025
Smooth client onboarding sets the tone for lasting relationships, yet many small firms overcomplicate it. Learn the common mistakes, why they drive clients away, and how automation tools like Project 04 can turn chaos into seamless onboarding.
Client Onboarding