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Michael Alliman
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I was an early adopter of LiveFlow. Here's why:
Me before LF:
✔️QB>Client>Download Report1 in Excel>copy/paste analytics overlay>adjust analytics because links break>review>Make adjustments in QB>Download PDF "final" report.
✔️Repeat above 4 more times for 4 different reports (for "average" clients - with some we have 8 different reports).
✔️Download and send "finals" to...
LiveFlow Templates for Google Sheets
Automate your financial reports & save hours of manual work
Michael Alliman
left a comment
LiveFlow is a brilliant add on for my small bookkeeping/accounting firm. Once fully implemented (and client's acceptance) we're estimating a minimum of a 20% increased capacity (or 20% more free time, depending on what's important).
I cannot say enough about the team at LiveFlow Google Sheets Add-on . @anita_koimur and Lasse and their team have been an example of customer service done right....
LiveFlow Google Sheets Add-on
Fastest way to import QuickBooks reports to Google Sheets
Michael Alliman
left a comment
This is exactly the type of product I have been searching for. Using just one collaborative report to communicate and gather information from our clients will absolutely pay for the subscription every month due to the time saved. I can create the report once, and it's done for the year. No more month-end scramble to get clients to give us information on uncategorized expenses!
And the time...
LiveFlow
One hub to automate your finances
Michael Alliman
left a comment
I would be in this in a heartbeat, along with several others I know. SoCal NEXT PLEASE!!
ZeroDown
Easiest transition from renting to homeownership, $0 down
Michael Alliman
left a comment
After trying EVERYTHING that would work for my small, niche accounting firm, I found ClickUp and haven't looked back. I use the free version in my personal writing, reading, and task management. I use the paid version in my business and it simply erases all the frustrations of having to handle data-sharing with my virtual assistant. It's seamless - straight from my inbox to tasked in ClickUp...
ClickUp 2.0
One app to replace them all