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Join hosts Nick Boscia and Jane Ingram this Valentine's Day as eight dynamic accounting products and services serve up lightning-fast, 5-minute demos. Discover your perfect tech match and find the solution that makes your workflow heart skip a beat! Quick, engaging, and filled with fun, this event will leave you with new tools and maybe a little love for automation.
Get ready to swipe right on efficiency with Love at First Demo 2025.
About the hosts
Nick Boscia, CPA, EA - TheBalancedCPA
Nick Boscia is a CPA, EA, and co-owner of Boscia & Boscia PC, where he modernized his family’s accounting firm by integrating cutting-edge technology and operational efficiencies. Known professionally as TheBalancedCPA, Nick is passionate about helping accountants build thriving businesses while maintaining personal fulfillment.
With over a decade of experience in tax and advisory services, Nick has become a sought-after speaker, sharing actionable strategies on tech adoption, workflow optimization, and balancing work-life demands. He serves on Intuit’s Tax Council and ADP’s Accountant Advisory Board, contributing thought leadership on the future of the profession.
Nick’s mission is clear: redefine success for accounting professionals by proving that business growth and personal well-being can go hand-in-hand. His sessions are known for being engaging, insightful, and packed with real-world solutions for driving firm success while staying future-ready.
Jane Ingram
With over 10 years of digital marketing experience and a childhood spent dodging 1040s in her family's cross-border immigration and tax prep firm, Jane Ingram has spent her life working with small businesses, financial professionals, and technology. At Forwardly, Jane is the Director of Operations and Marketing, which generally means you'll see her running around accounting events in a sparkly orange sequin jacket or answering your emails when you have a question.
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Meet our presenters
Forwardly
Has your heart been broken by slow, overdue payments? Whether you're paying vendors, requesting payments from clients, or looking to get paid automatically each month, Forwardly is here to make your dreams come true with instant bill payments and a unique 4-way sync.
FirmOS by Brian Clare
Imagine a tool that understands your business’s heart and soul as intimately as a partner knows your deepest thoughts. FirmOS, with its customizable Notion template, is not just a solution—it’s your business’s soulmate, ready to transform and elevate your accounting operations like a match made in heaven.
Starfish
If you are a bookkeeper or accountant looking to grow your business Starfish can help. One of the hardest parts of growth is scaling yourself. We are helping our bookkeeping partners scale monthly reviews, upselling clients from bookkeeping to advisory, and making clients stickier. AI is here to be your friend and empower you, not replace you.
1099 Problems
Roses are red, violets are blue, and if 1099s stress you out… we’ve got the perfect match for you! Say hello to 1099Problems.io: the subscription service built by accountants for accountants, because friends don’t let friends waste time on 1099s! This tool is your reliable, no-drama partner in tackling tricky 1099 reporting. With an interactive payment method guide and expert community at your fingertips, you’ll save hours of research and avoid costly mistakes. So if you’re ready to break up with 1099 confusion and find true filing harmony, swipe right on 1099 Problems!
Fyle
Love isn’t supposed to be complicated, and neither should expense management. From automating tedious tasks, offering text based expense tracking to real-time credit card reconciliation, Fyle is the soulmate your accounting team has been waiting for. Say goodbye to messy spreadsheets and hello to a lasting relationship.
CleanUpBuddy.ai
If you’re a bookkeeper or tax preparer and you’re dealing with shoebox clients this filing season, we can help. With CleanUpBuddy it takes seconds to turn years of their bank and credit card statements into a clean P&L.
TOA Global
This Valentine’s Day, unlock your firm’s potential with strategic outsourced accounting services from TOA Global. Boost capacity, maximize productivity, and accelerate growth today.
Timesheets.com
February is the month to fall head over heels in love with business process improvements. Just knowing that is half the battle because smart business owners plan for important changes during those in-between moments where they find spare time. For instance, it only takes about a half hour to fall in love with a new Timesheets.com account. This year, let Timesheets.com get you ready for 2025 with an improved time tracking service that helps you manage your business effectively. You’ll have a great year knowing you’ve crossed this off your list. Isn’t it about time?
