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Join us for an hour of holiday cheer and innovation with Tech the Halls, sponsored by Forwardly and hosted by Alison Ball and Jane Ingram. In this festive showcase, several accounting apps and organizations will each have ~5 minutes to rapidly demo their latest tools and features designed to make your practice more efficient, productive, and profitable in the coming year. From time-saving automation to next-level insights and advisory platforms, discover the tools you need to start the new year on the right foot as we dig through Santa’s stocking of apps!
Our recommendations? Dress up in your favorite ugly holiday sweater or Santa hat, and be prepared for holiday shenanigans with friends as we close out 2024 in this jam-packed hour you won't want to miss.
About the hosts
Alison Ball
Ex-Intuit, ex-Liscio, ex-Bookkeep, and extremely awesome, Alison Ball has over 20 incredible years of experience with the accounting industry. Known for her humor and “roll-up-her-sleeves” attitude, Alison excels at developing impactful content and ambassador programs, building strong influencer relationships, and turning brand detractors into advocates. She knows the accounting industry like the back of her hand and loves helping fintech brands to extend their reach and resonate more deeply with accounting professionals. A strategic encourager at heart, she also regularly coaches industry experts on how to increase their influence in ways that are authentic, meaningful, and sustainable.
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
If you’re worried about payments over the holidays, optimize and prep for a more reliable 2025 with instant payments. Processing in only 60 seconds on evenings, weekends, and holidays, Forwardly makes sending and receiving business payments online easy for American businesses. Give it a try for free at Forwardly.com.
FinOptimal
If you’re still using spreadsheets to do your accrual accounting you’re definitely on the naughty list. We’ll show you why accountants have called Accruer the “underrated app of the year,” and tease our other apps Booker and Wrangler that when used together are nothing short of “magic.”
Uncat
Give yourself the gift of clean books this holiday season! Uncat helps you tackle uncategorized transactions, automate document collection, and manage receipts like a pro. Start your 7-day free trial today.
Amalgam
Amalgam reduces the time to close books by eliminating manual record keeping and data entry. Take the 15+ hours a month it saves you and spend it with your family this holiday season. To get a jump on 2025, attendees are being offered a free consultation, where we can help you set up tools to automatically handle beginning-of-year projects like 1099s or budgeting. Sign up here.
Royalwise
We help business owners, and bookkeepers alike with overcoming the day to day challenges you run into within QBO. We have more than 40+ QB training videos on our OWLS (online web-based learning solutions) platform. We offer courses a la cart, memberships to access our entire library, as well as custom QB training portals for your company.
Bulletproof Bookkeeping
If you are currently feeling disorganized and overwhelmed, it's likely because you don’t have a bulletproof system for handling the work and running your practice. We’ve helped thousands of bookkeepers just like you to organize, automate, and bullet-proof their bookkeeping work.
Roundtable Labs
At Roundtable Labs, we believe in creating a community that thrives on connection, collaboration, and innovation—and what better way to celebrate the season than by coming together to explore the tools and ideas that make our work lives brighter?
Levvy
Want to give your employees a holiday gift they will really love? Give them the gift of Levvy! The only Practice management platform that brings comfort and joy to every work dayworkday. Dynamic workflows, automation, and built-in collaboration tools empower your team to deliver high-value results, keeping clients happy and your business thriving.
Clarity
This festive season, unwrap the gift of transformation for your full-service accounting and bookkeeping firm with Clarity. From just 90 minutes a week, embark on a journey that combines cutting-edge AI, personalized support, and step-by-step guidance to create scalable, profitable, and impactful advisory services. Whilst increasing capacity by 100%! Imagine happier clients, empowered teams with 100% belief and courage, and a thriving firm—all bundled into one amazing platform. 🎁 Let’s make 2025 the year of growth, courage, and belief!
Timesheets.com
Did you know December is the best time of year to implement business process changes? Just knowing that is half the battle, because it gives smart business owners the foresight to plan for changes, like switching to Timesheets.com. Business is slow at the end of the year, people are taking time off, and non-retail businesses like you have time for a breather. 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 holiday season knowing you’ve crossed this off your list. Isn’t it about time?
CPA Pilot
Accountants are constantly overworked and working against deadlines. CPA Pilot helps you stop wasting time by providing you the exact information you need when you need it. Right now! CPA Pilot is tax support and tech support. It answers questions about complex tax issues and gives you step by step guidance for software like Drake, TaxDome and QBO.
