The Agentic Accounting & FP&A Platform that closes your books in real-time.
San Francisco, CA
Joined February 2021
- Tweets745
- Following694
- Followers565
- Likes787
LiveFlow retweeted
Finding people at QuickBooks #IntuitConnect can feel a bit like playing 'Where's Waldo?'
I'd love to Connect 😜 with as many people as possible, so here's where you can spot me during the conference. And no, I won't have a striped shirt on!
🏈10/27 Chefs vs. Raiders Game
🍻10/27 @ignitionapp Precon Party
👨💻10/28 2:30 PM - 3 PM @LiveFlow_io Booth 61
🗣10/29 3 PM - 4 PM Presenting CAS: using scenario planning and forecasting to drive client success
👨💻10/29 4 PM - 4:30 PM @LiveFlow_io Booth 61
🗣10/30 10 AM - 11 AM Presenting A tactical guide to value pricing in CAS
LiveFlow retweeted
Congrats to the team @LiveFlow_io on the $13.5M Series A!
LiveFlow (YC W21) lets companies sync real-time data from their accounting services, banks, and payment platforms into their custom reports, automating workflows and allowing more collaboration.
liveflow.io/post/liveflow-se…
LiveFlow retweeted
There is no need for a pancake 🥞 vs waffle 🧇 debate at the #LiveFlowHouse. We have the best of both worlds, with some hot little biscuits mixed in
Similar to @LiveFlow_io, there is no need for an Excel vs. Sheets debate because LiveFlow now has both. Plus their team is great, like the hot little biscuits
LiveFlow retweeted
What would you do with 192 extra hours in your year? That's exactly what @LiveFlow_io founders @lasse_kalkar @AnitaKoimur and @_EvOB are freeing up for accounting teams. Read @Ljungman 's piece for the full story: bit.ly/3U30rM6
LiveFlow retweeted
Are you in the NYC area?
Join @ohmyfraud co-host @gregkyte at the @LiveFlow_io office for a day for humor and FREE CPE.
RSVP here: liveflow.io/events/greg-kyte…
Greg will show you how to take control of your career. Learn how to become more entrepreneurial and more influential in the accounting industry.
This in-person event takes place January 31st at 9am EST
LiveFlow retweeted
We are so excited to share our collaboration with LiveFlow and our Legal Accounting Three-Way Reconciliation Template with all of you!
This is a GAME CHANGER! Let us know what you think!
liveflow.io/spreadsheet-temp…
LiveFlow retweeted
Finalizing my deck right now on how to create and advisory package > this is a great webinar for so one going from 0 > 1 and wants to learn how to incorporate and charge for advisory services #taxtwitter
Join us for an insightful live webinar on "Creating an Advisory Package with LiveFlow."
💳 Cost: FREE
📅 Date: December 12th at 1pm EST
🎙 Speaker: @LorilynWilson
🔗 Register: us06web.zoom.us/webinar/regi…
ALT This webinar is for you if you want to get into advisory or up-level your current practice. Learn from Lorilyn Wilson, CPA how to deliver value to your clients with advisory packages using LiveFlow.
LiveFlow retweeted
In the dynamic intersection of tech and finance, some individuals stand out, pioneering new paths and setting benchmarks for excellence.
We highlight FP&A experts who skilfully blend tech with strategic finance.
Dive in, get inspired, and give them a follow! #FutureofFinance
ALT Some individuals stand out, pioneering new paths and setting excellence benchmarks in FP&A for 2023 and beyond.
LiveFlow retweeted
Did you miss my session at #QBConnect?
If so, join me and the @LiveFlow_io team to discuss forecasting.
Join us for an insightful session on Driver-Based Forecasting with LiveFlow. Did you miss the insights on Demystifying Forecasting in CAS at #QBConnect? This is your chance to catch up!
💳 Cost: FREE
📅 Date: November 28th at 1pm EST
🎙 Guest: @luke_templin
🔗 Register Now: us06web.zoom.us/webinar/regi…
Why should you attend?
📊 Real-life Examples: Learn about forecasting from the perspective of a CFO who's been there, done that – including handling a $15M+ landscaping operation.
ALT Successful financial planning hinges on effectively integrating drivers and assumptions in live financial models. Join us, November 28th at 1pm EST to learn HOW.
LiveFlow retweeted
Get ready to learn from some of the brightest minds in accounting with the upcoming @accountingsalon Speaker Series, sponsored by @LiveFlow_io!
🗓 From October 31 to November 2, join industry leaders as they unravel key practice management topics over six enriching sessions.
🎙️ @LorilynWilson: Content Creation for Accountants
🎙️ @blueprintbrian & @HeatherSmithAU: Using ChatGPT in Your Firm
🎙️ @str8t814: Empowering Clients to Trust Technology
🎙️ @littlefishcpa: Growing Intentionally: A 4-Step Approach
🎙️ @TwylaVerhelst: Unlocking Accounting Mysteries to Empower Your Clients
🎙️@SherrellTMartin: Disengaging with Grace and Ease
More Info & Registration, Secure your spot now: accountingsalon.com/salon-sp…👈
ALT Join industry leaders for a six-session, CPE-qualified series on important practice management topics on October 31, November 1 and November 2. The entire series is free, but you must register for each session individually.
LiveFlow retweeted
Did you miss our latest webinar? No worries! We've got the recording ready for you! Join Stacey Feldman, CPA & COO of Full Send Finance, and Sahaj Singh from LiveFlow, as they dive deep into the world of #FinancialAutomation.
Discover how @FullSendCPA transformed their workflow, enhancing month-end reporting and leaving a significant mark on their clients.
🎙 Key insights from top industry experts.
📈 Real-world techniques for modern accounting.
🤖 The power of automation in finance.
📅 Originally aired on October 13th. Now available for you anytime!
Take the leap towards #FinanceFuture. #taxtwitter, click the link to revisit this insightful discussion:
👉youtu.be/Y5SvBD1qXGw?si=U4Iq…
LiveFlow retweeted
Major thanks to @GustoHQ for orchestrating a remarkable event right in the heart of their home in San Francisco! @zewillster and @JaclynAnku, you’ve truly outdone yourselves in bringing us together! 🌟
The highlight for us? That panel moderated by @parduel, featuring the trailblazing accounting trio: @carla_caldwell, @mac4atx, and @Biztalklibrary. They delved deep into the art of how accountants are mastering new tech and revamping their firms for a modern era.
A special nod to Terrell A Turner, CPA(@Biztalklibrary) for showcasing his use of LiveFlow in delivering unparalleled Client Accounting Services!
LiveFlow retweeted
Once this process was implemented, we were able to help this client find $50k of unbilled property expenses that hadn’t been billed back to property owners.
LiveFlow retweeted
We're over the moon to introduce the LiveFlow Academy! 🎓✨
🔍 Dive deep into the world of FP&A and enhance your skills with our expert-led courses, designed just for YOU!
🛠️ Kickstart your journey with our first course: Alisha Jha, CFA's "Mastering the Basics of Building a Dashboard" - and guess what? It's FREE! 🎉
Enroll NOW: 👉academy.liveflow.io/
But that's not all! 🚀 Courses for intermediate and advanced users are also launching soon - stay tuned to elevate your skills to new heights with #LiveFlowAcademy!
👀 Keep watching this space for more updates and course reveals!
🔄 Share with your friends and colleagues who shouldn’t miss this fantastic learning opportunity - 🔥Limited Spots Available!
LiveFlow retweeted
DON'T FORGET! Mastering Business Growth with Dynamic Financial Forecasting #webinar THIS FRIDAY!
📅 Date: September 29th
⏰ Time: 1 PM EST
🗣 Guest Speaker: @Andy_Gauthier_
✅ Key Takeaway: Discover why Mighty Startup chose Google Sheets for their B2B SaaS financial model.
Seats Available: LIMITED seats left.
Grab your spot now: 👉 us06web.zoom.us/webinar/regi…
Join us for an exclusive event where we delve deep into dynamic financial forecasting. This event is hosted by @Andy_Gauthier_ of @Mighty_Startup, a renowned management consulting firm, and is tailored for early-stage startups and small businesses.
🔍 Why Attend?
✅ Gain insights into creating sustainable business models.
✅ Optimize your fundraising strategies.
✅ Drive value through capital efficiency.
✅ Learn from the experts at @Mighty_Startup and our special guest, @Andy_Gauthier_.
🚀 Elevate your business growth and financial prowess. Don't miss out on this opportunity to learn from the best in the industry!
🔗 RSVP Now: us06web.zoom.us/webinar/regi…
#BusinessGrowth #FinancialForecasting #Startups
ALT Join us on September 29th at 1pm EST for an exclusive event where we delve deep into dynamic financial forecasting. This event is hosted by Andrew Gauthier of Mighty Startup, a renowned management consulting firm, and is tailored for early-stage startups and small businesses.
LiveFlow retweeted
We've got some great job openings at @LiveFlow_io, but filling them isn't always easy.
I'm really looking forward to hiring someone who can help us find more great team members as a Go-to-Market recruiter.
Check it out:
jobs.ashbyhq.com/liveflow/0a…
LiveFlow retweeted
What if you didn't wait until the busiest time of the year... 🤔
Accountants issue 1099s annually, a process that can be time-consuming and daunting. But why drown in paperwork during January when you can streamline the 1099 process NOW? @NayoCarterGray, the owner and founder of 1st Step Accounting, suggests a game-changing approach.
Shift from annual chaos to monthly ease. Be proactive, not reactive. Collect form W-9 sooner and make accounting less taxing. 📊
#TaxTwitter Streamline your 1099 process:
👉liveflow.io/post/what-is-irs…
LiveFlow retweeted
9/ ✨ Recommendation: For a hassle-free 1099 form experience, LiveFlow can automate calculations, track/report 1099 payments, and ensure a stress-free start to 2023! Schedule a demo with them for more: liveflow.io/post/what-is-irs… #LiveFlow #TaxTech
