Connect with Julie Watson
Julie Watson loves helping businesses navigate their technology needs by breaking complex concepts into clear, practical solutions. With over 20 years of experience, her expertise spans cloud hosting, virtual desktop infrastructure (VDI), and accounting solutions, enabling organizations to work more efficiently and securely. A proud mother and New York University graduate, Julie balances her professional pursuits with weekends spent with her family or surfing the iconic waves of Oahu’s North Shore.
Lacerte is a trusted tax preparation and filing software used by many small and mid-sized tax firms. It helps tax professionals manage complex returns, reduce manual work, and file returns…
Today, choosing tax software isn’t just about finding the right tool; it’s about impacting the entire operations. When you know that every deadline, tax return, or compliance aspect depends on…
In today’s fast-changing financial environment, accountants and CPAs are constantly seeking ways to improve efficiency, enhance client relationships, and stay ahead of regulatory changes. According to the Thomson Reuters Institute’s…
Accounting firms invest heavily in analytics, AI, and cutting-edge reporting, yet many still struggle with the basics: knowing exactly how staff time is spent. Missed billable hours, manual spreadsheets, and…
Accounting firms are investing heavily in AI, automation, advisory services, and new technologies. Yet many transformation initiatives fail to deliver the expected results. The problem is rarely the technology alone….
As businesses grow, finance processes often become disconnected across separate tools for accounts payable, accounts receivable, banking, cash flow, and reporting. Each tool may solve a specific problem, but together…
Tax season exposes every weak point in a firm’s operations. Client updates get repeated manually, documents become difficult to track, handoffs break down, and practice owners become the person every…
QuickBooks Enterprise is Intuit’s flagship product, catering to businesses of all sizes and industries. Its advanced features enable businesses to optimize inventory management, sales orders, client collaboration, invoicing, and more….
Lacerte from Intuit is a desktop-based tax preparation software used by tax professionals, CPAs, and accounting firms to prepare complex returns, manage client tax work, run diagnostics, and handle filing…
In this video, Seth Fineberg speaks with Todd Gray, Founder and CEO of Value Insights.AI, about how AI can reduce repetitive work and help tax professionals focus on higher-value services….
