FinDaily

??A couple of Black Friday deals for accountants ?? Deal 1 - 30% off FinDaily for 3 months with code BF2024. Get automated real-time financial information delivered to you while you sip your morning coffee?. Deal 2 - $100 off my How to Start Offering Advisory Services in Your Accounting Firm course with code BF2024. Learn how to start offering CAS before a flat tax wipes out your tax firm ?? Both deals expire on Monday (12/2). Links in comment ??

??A couple of early Black Friday deals for accountants Subscribers to my newsletter, The CAS Cache, will get a better deal tomorrow morning. Link ?? to subscribe Deal 1 - 30% off FinDaily for 3 months with code BF2024. Get automated real-time financial information delivered to you while you sip your morning coffee?. Deal 2 - $100 off my How to Start Offering Advisory Services in Your Accounting Firm course with code BF2024. Learn how to start offering CAS before a flat tax wipes out your tax firm ?? Both deals expire on Monday (12/2). Links in comment ??

Hey Clio - Cloud-Based Legal Technology using Ontario lawyers (and everybody else in business), how do you start your morning? For me it's coffee and contemplation of my client's bank feeds. Prior to taking the kid to school, I refresh the bank feeds and review transactions that have come through. From there, I cross check with Dext and Clio to line up receipts, and expenses as well as invoice and trust payments. It really sets the tone for the day and sets up any analysis I need to/want to do. Last week FinDaily released formulas and formatting, so when I generated my reports this morning, I updated my reports. Now I only show whole numbers and liabilities are now positive values. It reduces the noise in the report. And with formulas, I can retire the Zapier custom variables, which means I only need to update 3 values, once a month. Which means, I could potentially have the report run daily. But I recognize that at a certain, very low level, all email is spam. Even valuable financial information, which is prepared while I have my coffee. Thanks ?? Luke Templin for letting me use the image. If you're interested in virtual coffee and have questions, please comment or DM and we can chat. If you're ready to work with a trusted professional, and interested in getting financial information faster than your tall flat white is prepared, book an Accounting Services Consultation with me today.

?? Exciting news! We added formulas in FinDaily Check it out ??

Hey Ontario-based, Clio-using lawyers (and frankly everybody else who runs a business), if your eyes cross from reading the profit and loss, or your aging accounts receivable, let me introduce FinDaily which I use to provide a regular, relevant, and automatic snapshot of important information to clients. Keeping your books up to date isn't just to make sure you can file on time, but also keep an eye out what's important to your business, who to focus on for your collection efforts, and what bills are coming due. All of this in an email for you to quickly scan. The sample report below is a high level view using the basic template, and this can also be customized to show your HST balance owing, provide a sanity check for your trust accounting, and even a quick note from me calling out important items such as a three payroll month. While this may sound sponsored, it's not - I'm on a regular subscription which renews (checks notes) today. I was in the initial cohort for ?? Luke Templin's Advisory Course which is where I was introduced to FinDaily, and both have been a worthwhile investment. If you're ready to focus on your business, and work with a trusted professional, book an Accounting Services Consultation with me today.

??Every mornin' there's a FinDaily email sittin' in the corner of my inbox! I know it's mine because it shows no cash flow problems! ?? ?? Start your day with clarity and confidence. Get real-time automated financial snapshots delivered to you every morning with FinDaily.io—because your business deserves the best start every day ??

?? Exciting news! You can now add multiple Plaid integrations to a Custom email profile in FinDaily for $5/integration. Here are a few use-case examples: - Connect multiple bank, credit, and loan accounts to one Custom email profile - See multiple businesses in one email - See personal accounts in an email

??Exciting news! We launched FinDaily on Product Hunt today! I'd love ? your support and feedback??

Check out our lastest feature update ??5?? templates! ??