Best practices
Your top 3 fintech questions answered
Thinking about using fintech but unsure if it’s worth the investment? You’re not alone. We know that adopting new financial technology can feel intimidating.
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Why accountants and businesses love Plooto
Hear directly from Plooto customers about how the platform is transforming the way accountants and small businesses manage their finances.
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4 steps to help clients evaluate and implement financial technology
Business owners know they should be implementing time-saving technology, but many lack the knowledge of what solutions are actually worth the investment.
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Catch up on tips to make finances easy to understand, technology simple to implement, and cash flow empowering to manage.
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Protecting your nonprofit: A practical guide to payments workflows & governance
Running a nonprofit means doing more with less — smaller staff, tighter budgets, and greater accountability.
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The 4-step system to remove yourself from day-to-day work
If you’re a busy firm owner who wants more free time to actually live your life (instead of just working all the time), you need a better system for getting work off your plate.
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4 steps to help clients evaluate and implement financial technology
Do you feel like clients are always resisting change when it comes to fintech — or that you're missing a revenue opportunity by not charging for technology advice? You’re not alone.
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