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Which payment platform fits your clients?
Answer four questions about your client base and get a clear Telpay vs. Plooto recommendation — with a full cost model built for your firm. Covers cheque replacement, international payments, employee direct deposit, and government remittances. Takes two minutes.
✓ Telpay vs. Plooto comparison
✓ Interactive cost modeller
✓ Rotessa note for AR workflows
✓ Email or save as PDF
The AI Issue · June 17, 2026
Five things to do with the AI adoption data before your next client review
Ask clients directly. Build a firm position on AI bookkeeping tools. Address the three barriers proactively. Evaluate Intuit Accountant Suite this summer. Read the Intuit report yourself. Practical steps, no vendor sponsorship.
June 17, 2026 · 4 min read
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The Consolidation Issue · June 10, 2026
Five moves for independent firms competing in a consolidating market
Get specific about who you serve. Make the partnership model your pitch. Build a technology point of view. Make succession a deliberate decision. Communicate more than once a year.
June 10, 2026 · 4 min read
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The Transition Issue · June 4, 2026
Five steps for the QuickBooks Desktop post-EOL window
Run your client version audit, export payroll reports before migrating, segment your outreach, negotiate with vendor reps, and use the transition as a service review opportunity. A practical sequence for firms managing QBD 2023 clients.
June 4, 2026 · 4 min read
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