Lockstep Adds Customer Success and Finance Officers to Team

March 11, 2021 

Lockstep Adds Customer Success and Finance Officers to Team

Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...

 MSTS Rebrands as TreviPay

March 11, 2021 

MSTS Rebrands as TreviPay

The transition to TreviPay builds on MSTS’s legacy of helping clients grow by streamlining B2B payments through a combination of innovative technology, service expertise, and working capital to improve their customer’s experience and free up funding ...

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March 10, 2021 

Is Automation Improving the Employee Experience?

Automation is here to stay, but the good news is, employees are adapting to more strategic roles because of it. Companies that are early adopters of technology have the highest chance of improving employee job satisfaction while facing the future ...

 5 Reasons to Conduct a Retreat in 2021

March 9, 2021 

5 Reasons to Conduct a Retreat in 2021

Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...

Jean Caragher