Cloud App Newsletter by Client Hub -- Aug 5, 2022

Every other week, we bring you the latest news and views to leverage in your cloud accounting practice.

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Brought to you by Client Hub ...

Workflow platform with client collaboration built-in, so your team never chases clients for missing info. And your clients love their experience with your firm.

Managing personal relationships at your firm isn't just about knowing how to expand your client base. It's also about recognizing that sometimes, a relationship with a particular client just simply isn't going to work out. Here are the red flags to watch out for, as well as expert advice about having that tough conversation.

App Updates

Several improvements include improved doc management, customizable left navigation, revenue share, and security enhancements.

New design for Add and Edit contacts and other improvements highlighted this month

Liz Scott shows us how this latest feature offers employees instant access to their money before payday.

Gain more control over your books with the customizable Chart of Accounts

App Discovery

Viably simplifies your small business finances, allowing you to get insights, trends & goals – all in a single banking app. Sign up for free!

Practice Tips

ProAdvisor Esther Friedberg Karp takes a deep dive into how adopting these tactics will help navigate life's inherent complexities.

Summary of the recent security summit

Get the benefits of offering virtual CFO services, what they are, how much they cost, and how they help small businesses.

Now for something totally different...

The nosedive in cryptocurrency markets has wiped out millions of dollars in funds stolen by North Korean hackers, four digital investigators say, threatening a key source of funding for the sanctions-stricken country

This newsletter is curated by the team behind Client Hub. Please send us any feedback or suggestions about the newsletter.