Moss’ Post

You can't take over a market in a day - but you can win it with a damn good product 🚀 A huge thank you to our incredible customers and prospects💚 The Moss product team has asked a LOT of questions We want to understand what a day in the life of a finance professional looks like 👩💻 So we can mirror their workflows, removing manual touchpoints without disrupting their process And the result? A product that feels intuitive 🧠 And happy customers (check out our G2 rating!) I'm proud of our work here at Moss | Spend smarter - if you'd like to look and see what all the fuss is about... You know what to do 😁 #spendmanagement #financeinnovation #accountingsoftware #expensemanagement #financeprofessionals

As we continue to invest in technology at Carrick, our teams recently concluded an in-depth training session based on our recent upgrades to our FNA, cash flow, case workflow and client reporting software. In our industry, the one thing you can never guess is the numbers. Hence, these software upgrades play a pivotal role in ensuring we are as accurate as possible and delivering certainty to our clients. Staying ahead means embracing innovation and leveraging cutting-edge technologies to drive success. By investing in our training and adopting new software, we are confident this will lead to ease of doing business for wealth managers and, ultimately, great client outcomes. Here's to embracing innovation, driving positive change, and delivering exceptional results for our clients. #WealthManagement #FinancialPlanning #Innovation #Technology #ClientExperience

Both Dale and John are "Top Rated" for another year - that's two years in a row now. A few weeks ago, VouchedFor released its latest "Top Rated" Guide which is based on our client reviews. Thanks again to all of our clients who took the time to leave us a review. We love working with and helping our clients. We have some space left to help other #businessowners and their families as well, so get in touch if you want to find out more. #financialplanning #financialadvice

Join Shurn Chapman (Corporate Controller, RestoPros), Brad Adams (President, CEO, &, Chairman, Qvinci) and John Logan (CSO, Qvinci) to take a close look at how RestoPros overcame their financial management challenges to scale rapidly and how Qvinci’s patented financial management solution helped them do just that.   What You’ll Learn: · How Qvinci’s automation can streamline manual processes and workflows at scale · How the right technology can empower brand growth and franchise owner engagement · How to achieve the same at your franchise   Webinar Title: How RestoPros Profitably Scaled Growth by Empowering Its Financial Operations With The Right Technology Date: October 3, 2024 Time:  12pm to 1pm CT *** All registrants and attendees will receive the webinar deck and recording to review and share with your team. Register: https://lnkd.in/g5DrFEPr

Join Shurn Chapman (Corporate Controller, RestoPros), Brad Adams (President, CEO, &, Chairman, Qvinci) and John Logan (CSO, Qvinci) to take a close look at how RestoPros overcame their financial management challenges to scale rapidly and how Qvinci’s patented financial management solution helped them do just that. What You’ll Learn: · How Qvinci’s automation can streamline manual processes and workflows at scale · How the right technology can empower brand growth and franchise owner engagement · How to achieve the same at your franchise Webinar Title: How RestoPros Profitably Scaled Growth by Empowering Its Financial Operations With The Right Technology *** All registrants and attendees will receive the webinar deck and recording to review and share with your team. Register: https://lnkd.in/dPtJkBfD

How Planful helped Otter Products to transform financial forecasting and make decisions 'at Otter speed': From Excel dependency to moving at 'Otter speed' - that's not possible without a dynamic approach to planning. Here's how Otter Products found a way to make data-driven planning a reality, and the challenges they faced along the way. http://dlvr.it/TFrC8t

I'm "Top Rated" for another year - that's two years in a row now. A few weeks ago, VouchedFor released its latest "Top Rated" Guide which is based on our client reviews. Thanks again to all of my clients who took the time to leave me a review. I love working with and helping my clients. I have some space left to help other #businessowners and their families as well, so get in touch if you want to find out more. #financialplanning #financialadvice

I'm "Top Rated" for another year - that's two years in a row now. A few weeks ago, VouchedFor released its latest "Top Rated" Guide which is based on our client reviews. Thanks again to all of my clients who took the time to leave me a review. I love working with and helping my clients. I have some space left to help other #businessowners and their families as well, so get in touch if you want to find out more. #financialplanning #financialadvice

Thanks for your feedback on your first deal done on Flippa, Jo! People often feel like they need to be experts in selling or buying an online business before they start, when in reality we're here to bridge that gap in experience to make exiting or an acquisition a reality even for first-timers. Do you have a business you're considering selling? Start your journey and get your free valuation here: https://bit.ly/3yDI7Bs #BusinessSale #TrustPilot #Reviews #M&A

Q4 is such an important time for your clients! We don’t know what next year brings and how they close this year will have the most impact to the valuation of their business. Key few points to focus on: ↗️ Keep sales strong ↗️ Net profits up ⬇️ Admin costs down 🌎 Diverse referral sources Don’t let the holidays distract them from their business and their employees. Right now is the time to double down and get stuff done! #BuiltToSell #exitthisway #valuebuilder #mabusinessadvisor