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Cut the Clutter: Achieve Real-Time Financial Insights with Coefficient’s Integrations

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If you’ve ever wished you could pull data from multiple accounting, e-commerce, or payment platforms directly into your spreadsheets—no coding required—you’re not alone. In a recent Earmark Expo webinar, Coefficient Co-Founder and CTO, Tommy Tsai, joined hosts Blake Oliver and David Leary to demonstrate how a single tool can connect over 70 systems and automate the workflows that have long plagued accounting professionals.

The Data Fragmentation Dilemma

“We’ve got data in QuickBooks and Xero, data in Stripe, Google App Store, Apple App Store, our CRM, and probably 20 other places I can’t even remember right now.” – David Leary

This quote describes the all-too-familiar reality of data scattered across multiple platforms. Tommy explained that this isn’t a one-off issue: “Everyone has that problem.”

To combat rampant data fragmentation, Coefficient provides direct connections to dozens of platforms—such as QuickBooks, Xero, Stripe, Salesforce, and Shopify—and pulls real-time data into Google Sheets or Excel. 

Unlike solutions that rely on Zapier or complex coding, Coefficient’s integrations aim to be user-friendly for accountants and bookkeepers.

Connecting Directly—No More Manual Exports

During the live demo, Tommy showcased how easy it is to import data from QuickBooks into a spreadsheet:

  • Choose the “Import” button in the Coefficient sidebar.
  • Select a connected QuickBooks account (or any other supported system).
  • Preview reports—like Balance Sheets or P&Ls—before importing.
  • Set custom date ranges and summarize by month, quarter, or year.

In just a few clicks, the spreadsheet updates with real-time data from QuickBooks. The same approach works for raw transactional data, like invoices, including custom fields. Coefficient also supports multi-client workflows: a single user license can link up to 10 different QuickBooks files on the Pro plan, enabling accountants to handle multiple entities without repeated setup.

Pre-Built Dashboards & Automated Refresh

Tommy unveiled pre-built dashboards for QuickBooks data—think cash flow projections, P&L summaries, even combined views for QuickBooks + Shopify or QuickBooks + Stripe. Once created, these dashboards automatically refresh on the schedule you set—hourly, daily, or weekly.

He emphasized the “build once, set to auto-update every hour, and you pretty much have a live dashboard you don’t have to touch ever again” aspect. No more tedious monthly exports or snapshotting spreadsheets by hand. Coefficient can also create a historical snapshot tab on a schedule (e.g., every Monday morning), allowing you to review changes over time.

Slack Alerts & Email Notifications

Beyond simply pulling data into a spreadsheet, Coefficient also offers powerful automations that notify you—and even your clients—when new data or updates appear. Using triggers, you can configure:

  • Slack Alerts: for newly overdue invoices, newly uncategorized expenses, or any row that meets certain criteria.
  • Email Alerts: automatically email a copy or summary of a refreshed dashboard to colleagues or clients.

For instance, if a client has overdue invoices, Coefficient can send you a Slack message with the details, along with a link back to the spreadsheet.

Upcoming Feature: Export Data Back to QuickBooks

Although currently live for Salesforce and other systems, exporting data back into QuickBooks is a highly anticipated feature that Tommy says will go live soon. This will allow accountants to correct or categorize large sets of QuickBooks transactions in a spreadsheet—and then sync them back, eliminating tedious one-by-one edits. As Blake put it, this is especially handy for uncategorized transactions or missing classes.

AI in Your Spreadsheet: GPT Copilot

One of the most talked-about features of Coefficient is its built-in GPT Copilot. Tommy explained that you can use ChatGPT’s functionality directly in your spreadsheet formulas—for everything from text transformations to classifying transactions.

Key AI Functions Include:

  • GPT Classify – Pass a transaction description and a list of valid labels (e.g., expense categories) to automatically categorize expenses.
  • GPT Formula Builder – Simply type what you want in plain English (e.g., “combine text in cells A2 and B2”) and receive a working formula.
  • GPT Summarize – Generate narratives or bullet-point analysis of financial data, streamlining basic management reports.

While AI can drastically reduce manual labor, Tommy stressed a “human-in-the-loop” approach: “It’s just as confident when it’s wrong as when it’s right.” In other words, the final review is still up to you, ensuring data integrity and professional judgment remain intact.

Pricing & Special Offers

Coefficient offers both monthly and annual plans on a per-user basis. The Pro plan is $99/month (when paid annually) and includes six data source types plus up to 10 accounts per source. Crucially, your clients do not need a paid license to view or refresh your shared spreadsheets—only the primary user who sets up the automations needs a license.

Special Deal for Accounting Firms:

  • Get one license free for a year when using Coefficient’s QuickBooks integration.
  • Email team@coefficient.io to claim this offer.

Coefficient also runs a referral program: refer a client who purchases their own license, and receive 20% of the first year’s subscription in return.

Conclusion: A New Era of Automated Accounting Dashboards

In an industry where spreadsheets remain the go-to analysis tool, Coefficient bridges the gap between multiple data systems and your workbook. From multi-source dashboards to AI-driven classification and Slack alerts, it merges modern automation with the familiarity of Excel or Google Sheets.


Watch the full Earmark Expo to dive deeper into these capabilities, see a live demo of Coefficient, and learn how you can integrate it into your own workflows. To explore Coefficient and claim your free license for QuickBooks integrations, reach out to team@coefficient.io. You’ll soon be wondering how you ever navigated the scattered-data landscape without it.

Tired of the January Scramble? Discover a Proactive Approach to 1099 Compliance

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No one brushes their teeth only the day before a dentist appointment and expects a clean bill of health—yet many businesses approach 1099 compliance in exactly this way. Every January, they scramble to collect W-9s, validate tax IDs, and rush out filings before the deadline. This last-minute frenzy creates stress and exposes companies to serious penalties if documentation is missing or incorrect.

In a recent Earmark Expo webinar, Gordon Walsh from Avalara demonstrated how modern automation tools like Avalara 1099 & W-9 can transform 1099 compliance from a reactive, annual challenge into a proactive, year-round process. By embracing real-time TIN matching and automated W-9 collection, businesses can significantly reduce compliance risks while freeing up valuable time during the year’s busiest season.

1099 Compliance Shouldn’t Be an Annual Fire Drill

Federal law requires businesses to collect W-9s before making payments to vendors. Despite this requirement, many firms still rely on manual processes: chasing vendors for handwritten forms, deciphering errors, and hoping everything arrives before January 31st. Without valid taxpayer information, businesses must withhold 24% for backup taxes—a situation that can create significant cash flow issues for vendors and administrative headaches for businesses.

“January’s 1099 season is really just where we feel the pain of all the things that we’ve done year-round that maybe didn’t get done,” explains Gordon Walsh. This reactive approach inevitably leads to costly, last-minute fixes and potential penalties.

The Power of Automated W-9 Collection

Traditional W-9 collection relies heavily on email and PDF exchanges—a system Gordon critiques saying, “There’s no other place in my life and business anywhere where I’m giving handwritten documents to people and expecting to do business with them.” 

Modern automation tools solve these challenges through:

  • Guided electronic forms with built-in validation
  • Intuitive menus that reduce classification errors
  • Centralized dashboard for tracking compliance status
  • Automated classification checks for 1099 requirements
  • Electronic delivery consent during onboarding

Having a system to collect vendor information ensures the capture of correct legal entity names, preventing downstream mismatches with IRS records.

Real-Time Validation: Preventing Costly Mistakes

Real-time TIN matching serves as the cornerstone of modern compliance systems. Instead of discovering mismatches after filing or receiving notices months later, Avalara’s system validates tax identification numbers during vendor onboarding. 

When mismatches occur, vendors can correct issues immediately, preventing:

  • Notices from the IRS
  • Mandatory 24% backup withholding
  • Time-consuming vendor follow-up
  • Potential penalties and fines

The system returns validation results directly to vendors during the submission process, allowing for immediate corrections. This preventative approach significantly reduces the risk of receiving IRS notices demanding backup withholding or corrections.

Streamlined Year-End Processing

The platform’s dashboard provides clear visibility into compliance status using a stoplight system:

  • Green: Ready for e-filing and electronic delivery
  • Yellow: E-filing ready but requires physical mail delivery
  • Red: Issues requiring immediate attention

For corrections, which are provided at no additional cost, the process has been simplified to a few clicks. Users can edit information directly in the system, with automatic filing of corrected forms to both state and federal authorities.

Integration and Accessibility

The system integrates with major accounting platforms like QuickBooks and includes bulk import capabilities for larger datasets. A global search function enables quick access to historical forms, allowing users to resend documents to recipients within seconds rather than searching through saved PDFs.

Historical data is maintained for five years, and the platform includes:

  • Secure document-sharing capabilities
  • State-specific compliance automation
  • Address verification through USPS
  • Multiple user access with role-based permissions

Pricing and Implementation

Rather than charging by the number of clients or users, pricing is based on total form volume. This tiered pricing model creates economies of scale—from several dollars per form at lower volumes to cents per form for high-volume users. While physical mailing incurs additional costs, the system encourages electronic delivery through early consent collection, helping businesses reduce expenses and administrative overhead.

The platform’s ease of use has earned it an NPS score of 79, reflecting its intuitive design and comprehensive feature set. With continued development, including a recently tripled development team, the system aims to expand its integration capabilities and streamline data flow between various business systems.

Through this combination of preventative validation, automated collection, and streamlined processing, businesses can transform their 1099 compliance from an annual emergency into a manageable, year-round process. 

Watch the full Earmark Expo webinar to see these automation tools in action and learn how to implement a proactive approach to compliance.

Is Your Accounting Firm Drowning in Too Many Software Solutions?

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How many browser tabs do you have open just to run your accounting firm? If you’re like most modern practitioners, the answer might be “far too many.” From time tracking to e-signatures, invoicing to document sharing, each separate function tends to live in its own app. This “app fatigue” frustrates staff, drives up costs, and forces everyone to juggle multiple logins and browser tabs.

In a recent Earmark Expo webinar hosted by Blake Oliver, CPA, and David Leary—featuring Michael Salmon from Canopy—this issue of app overload took center stage. The panel discussed how modern practice management solutions are helping firms consolidate key functions, such as document management, task workflows, and client communication, into a single, unified platform. By reducing the need to stitch together a half-dozen stand-alone apps, unified solutions promise to free practitioners from the headache of endless browser tabs—without sacrificing cloud-based systems’ flexibility.

Why Are Firms Drowning in Apps?

Over the last decade, cloud technology has been seen as the solution for any time, anywhere, access to client data. But the “cloud” itself splintered into multiple tools—one for e-signatures, one for time tracking, another for document storage, yet another for proposals, and so on.

“Cloud solutions are definitely more flexible, and they solved a lot of problems for firms,” Oliver explains. “But we lost that all-in-one simplicity that older desktop suites used to provide. Instead, we replaced those solutions with six or seven specialized apps that don’t always talk to each other.” The result is a hodgepodge of siloed systems, each with its own subscription cost and learning curve.

The Comeback of Unified Practice Management

The good news? After years of fragmentation, the pendulum is swinging back toward unified practice management. Modern, cloud-based platforms combine core firm functions—like workflow, document sharing, e-signatures, billing, and even specialized features such as IRS transcript downloads—into a single ecosystem. Rather than forcing staff to bounce between multiple browser tabs, these tools consolidate everything under one login.

Michael Salmon, Senior Solutions Consultant at Canopy, highlights how these new practice management solutions address app fatigue. “There’s a direct integration with your email and calendar, so you never have to leave the system to schedule meetings or attach emails to tasks,” he explains. “Tasks, time tracking, billing, document management, e-signature—they’re all under one roof. That way, you’re not paying for five or six different subscriptions, nor do you have staff re-entering data.”

An Inside Look at Modern Features

While these capabilities highlight how modern platforms unify daily workflows, the next step is understanding what it takes to implement such solutions—and whether the cost and transition effort truly pay off for your firm.

1. Integrated Email & Calendar
Instead of flipping between Outlook or Gmail and your tasks, modern platforms pull your mailbox and calendar into the same screen. You can attach an email thread to a specific client project @-mention colleagues for internal discussions or launch a timer for billable work right from the email. This not only keeps all client communication in one place but also streamlines collaboration when multiple team members touch the same client.

2. Document Management & Client Portals
A single repository for all client documents—complete with clear privacy controls—removes the need for separate internal and external storage systems. “One of the biggest pain points we solved was having to create separate folder structures just to hide files from the client,” says Salmon. “Now you can mark an item as ‘visible’ or ‘private’ and keep everything in one folder. Clients can log into a custom-branded portal, see just the documents you’ve shared, sign them electronically, or upload files using the same portal.”

3. Workflow & Task Automation
Teams can create repeatable templates for engagements like 1040 prep or monthly bookkeeping. Each step in the process—requesting bank statements, reconciling accounts, and final reviews—can be built into a template with clear deadlines and staff assignments. Automated triggers (e.g., “Once the 1065 task is completed, create a 1040 task”) mean fewer manual handoffs and status-check emails. “It’s about letting the system manage the process so you can focus on the client,” Salmon notes.

4. Time Tracking & Billing
Time spent on tasks can be tracked through start-stop timers or recorded after the fact. Integrated billing converts that tracked time into invoices, which can be sent to the same portal for client payment. Because everything is connected, you reduce data entry and gain real-time visibility into WIP, outstanding invoices, and staff performance.

5. Tax Resolution & Specialized Tools
Firms looking to expand into more profitable services—such as tax resolution—can benefit from integrated modules that retrieve IRS transcripts and notices. “You can pull a client’s transcripts without leaving the platform, identify issues, generate forms, and keep everything organized with the rest of your workflow,” says Salmon. This single login for tax controversy work, e-signatures, and billing cuts down on even more overhead.

6. AI-Powered Assistance
Many modern solutions now embed AI to handle repetitive tasks and speed up communications. For example, you can draft email responses to client questions based on context or generate custom live dashboards by simply typing a question (“Show me my top-billed clients this quarter”).

What About Cost and Implementation?

One concern is cost. While an all-in-one platform may carry a monthly subscription per user, many firms find they’re actually saving money by replacing half a dozen (or more) separate systems. “If you’re paying for e-sign, file storage, workflow, and a handful of other apps separately, switching to an all-in-one platform often consolidates spend. Plus, your staff only has to learn one solution,” Salmon says.

Implementation can take a few weeks or months, depending on how many modules a firm adopts and how many years of documents and client data must be migrated. Providers like Canopy typically offer implementation specialists to help firms with data imports, template setup, and staff training. “Nobody wants to feel overwhelmed during adoption,” Salmon admits. “But once your data and clients are in one system, the day-to-day efficiency gains make it worthwhile.”

The Future: Efficiency Without Fragmentation

Unified, cloud-based practice management software restores the simplicity that desktop-era systems once provided—while adding the flexibility, mobility, and real-time collaboration capabilities that modern firms demand. By eliminating the need for countless browser tabs and apps, staff can stay focused on delivering client value rather than wrestling with technology.

“We don’t even call it ‘cloud’ anymore,” Oliver points out. “This is just how firms operate now. The difference is you no longer have to build your own Frankenstein’s monster of apps. You can get back to an all-in-one ecosystem but built for the realities of today’s accounting practice.”

If you’re curious to see exactly how an integrated solution works in real-time—email, tasks, billing, client requests, e-signatures, and more—watch the full Earmark Expo webinar featuring a hands-on demo of Canopy. You’ll see firsthand how unifying key functions can dramatically reduce the friction that comes with managing 50 separate apps.

Accounting Firms Boost Profits by 10% Without Losing Clients—Here’s How

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Are outdated billing practices holding your accounting firm back? 

While many firms see proposal and payment systems as necessary yet purely administrative, forward-thinking practitioners are discovering their immense potential to reshape client relationships—and boost profitability.

In a recent Earmark Expo webinar, Tom Maxwell of Ignition showed how modern engagement systems do more than simply streamline operations. They fundamentally change how clients perceive and value accounting services. Forward-thinking CPAs are eliminating accounts receivable, implementing annual price increases, and shifting from after-the-fact billing to genuine value-based partnerships.

The results are striking: Firms report implementing 10% annual price increases with no negative impact on client acceptance rates. More importantly, they’re building stronger relationships rooted in transparency, clarity, and mutual respect.

Below, we explore how these systems turn traditional billing bottlenecks into opportunities for transformation.

The Billing Bottleneck: More Than Just a Payment Problem

For many accounting firms, getting paid feels like an administrative hassle. However, according to Tom Maxwell, this challenge runs deeper—right to the heart of client relationships and firm profitability.

After talking to thousands of firms, Tom identified three main reasons clients struggle to see the true value of accounting services:

  1. Mandatory compliance work: Clients often see compliance as a “must-do” rather than a “value-add.”
  2. Expertise gap: Clients rarely grasp the depth of expertise required for high-quality work.
  3. Value disconnect: When billing happens long after services begin, clients lose sight of the direct benefit.

The result is a vicious cycle of payment delays and weaker client relationships. But forward-thinking firms find that modern engagement systems address both the practical and psychological barriers head-on—starting with the first client interaction.

Transforming Client Engagement from Day One

Modern engagement systems reshape the client experience right from the start, setting clear expectations and articulating value. Gone are outdated PDF proposals, manual credit card processing, and clunky engagement letters—all of which can subtly lower the perceived value of your services.

Instead, clients receive a digital, professional proposal that:

  • Clearly lays out services and value
  • Offers up to three package options with different billing frequencies
  • Guarantees payment authorization before work begins

“My favorite feature,” Tom says, “is that clients must enter payment information before accepting the proposal. That ensures you get paid for your services before you even get started.”

This process is also more secure—no more mishandling of credit card details. Once clients accept a proposal, they receive a signed engagement letter, and their payment information is securely stored for future billing. This streamlined approach does more than save time; it also signals professionalism and shifts the conversation from awkward payment requests to demonstrating tangible client value.

From Reactive to Proactive: Managing Dynamic Client Relationships

With a rock-solid foundation in place, modern systems empower firms to become more proactive. They not only enable systematic price increases but also enhance client relationships.

“We found that Ignition customers were increasing prices by about 10% on average in the past year,” Tom explains. “And when we added the feature enabling a standard price increase, there was no change to proposal acceptance rates.” 

These tools also end stressful negotiations around scope creep or service changes. Firms can quickly update both service levels and pricing, and automated billing continues seamlessly. Every adjustment is tracked for full transparency, reducing tensions and letting both parties focus on a healthy working relationship.

Integrated workflows further enhance automation. For instance, if you integrate payroll data, your fees can automatically scale based on fluctuating employee counts—so you’re always fairly compensated as client needs evolve. By treating billing adjustments and scope changes as a routine, expected part of the engagement, firms solidify their value without appearing adversarial or inflexible.

Embracing Modern Engagement Systems: The Path to Business Transformation

This evolution—from billing bottleneck to strategic asset—goes beyond operational efficiency. It marks a foundational shift in how firms approach client relationships.

By tackling the practical and psychological pain points of billing, modern engagement systems let you focus on what truly matters: delivering measurable value. The evidence is clear:

  • Accounts receivable evaporates
  • Annual fee increases of 10% become standard—with minimal client pushback
  • Client relationships strengthen through transparency and respect

Watch the full Earmark Expo to see these tools in action. You’ll see how industry leaders implement automated billing, consistent price updates, and stronger client relationships—freeing them to concentrate on higher-value, growth-oriented services.

The future favors firms that view proposal and payment systems as strategic levers for better, more profitable client relationships. The question isn’t if you should upgrade your engagement systems—it’s how soon you can begin.

The Future of Financial Reporting Is Already Here – And It’s Automated

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If you’re like most accountants, you spend countless hours updating spreadsheets, reconciling data between systems, and generating financial statements. Month-end close often involves manual data entry, copying and pasting, and time-consuming validation checks. However, recent advancements in automation tools mean those days may be numbered.

During a recent Earmark Expo webinar, G-Accon showcased how its Google Sheets add-on integrates seamlessly with cloud accounting platforms like QuickBooks Online, Xero, FreshBooks, and Sage. The demo highlighted a new era of accounting workflows—one in which real-time synchronization, automated data processing, and detailed reporting can dramatically reduce manual effort and give accountants more time for higher-value advisory work.

Below are the biggest insights from the live demonstration—and how they could reshape your month-end process.

Automated Reporting & Dynamic Templates

One of the standout features is how G-Accon handles financial reporting without storing any data on its own servers. Each time you refresh a report, G-Accon reaches directly into your accounting platform to pull in current numbers. By relying on live data, accountants always see the most up-to-date figures.

But the real magic lies in the template-based system. Rather than manually reconfiguring date ranges or reapplying custom formulas each time, you can define a structure once and let G-Accon handle the rest. Need to show net profit margin or custom KPIs on the P&L? No problem. Create the formula once, and it stays anchored even when new rows (like newly created accounts) appear.

“You don’t have to open each and every template,” explained G-Accon Chief Operating Officer Yelena Tretyakova. “You come here, change your formula in one place, and it updates everywhere.”

This means you can manage multiple sets of financial statements—like P&Ls, balance sheets, and cash flow statements—in a fraction of the time. Dynamic date ranges, color-coded negatives, and company logos can be baked right into your templates, giving clients professional-looking reports with zero repetitive effort.

Bulk Data Upload & Validation

Another common pain point is manual transaction entry. Whether you’re reclassifying expenses, correcting chart-of-accounts mappings, or posting large journal entries, uploading changes line by line is error-prone and labor-intensive.

G-Accon tackles this by allowing bulk uploads from Google Sheets to be directly uploaded to QuickBooks or other platforms. With one click, you can push thousands of lines—bills, invoices, journal entries, time activities—while G-Accon enforces validation rules. If the system detects an unbalanced journal entry, for instance, it flags the row and prevents erroneous data from ever reaching your GL.

You can also automate modifications in bulk. For example, if multiple transactions need a new class or department code, simply download them to a sheet, change the class code, and push them back. Each row’s status is tracked in real-time so you can see exactly which transactions were posted successfully.

“If you have errors because your debits and credits don’t balance, you’ll see that directly from QuickBooks,” Yelena noted. “You can go back, fix the row, and re-upload.”

Multi-Entity Consolidation & Intercompany Eliminations

For firms managing multiple clients—or businesses with multiple subsidiaries—the ability to consolidate is critical. G-Accon supports multi-entity consolidation by pulling data from all connected organizations, unifying it in Google Sheets, and even converting foreign currency amounts where needed.

Crucially, it also supports intercompany eliminations and grouping of accounts. If entities use different account names or numbering conventions, G-Accon lets you create elimination rules and group accounts under a shared heading (e.g., “Operating Expenses”). You can then generate consolidated P&Ls, balance sheets, and cash flow statements that neatly combine or exclude specific line items across multiple organizations.

“If you create new account codes in your chart of accounts, G-Accon picks that up automatically,” Yelena explained. “For multi-entity consolidation, you can map or group different accounts and then eliminate intercompany transactions.”

This streamlined approach removes a huge source of manual reconciliation and ensures you always have an accurate, real-time view of your organization as a whole.

Pre-Built KPI Dashboards

G-Accon also comes bundled with a set of pre-built KPI dashboards. With just a few clicks, you can stand up a visual snapshot of a company’s financial health, showing revenue, expenses, margins, and more. The underlying data is continuously refreshed from QuickBooks or other accounting systems, so these dashboards always display the latest numbers.

Best of all, these templates are fully customizable. You can add or edit charts, incorporate industry-specific metrics, or layer in additional Google Sheets formulas. Because everything lives in Sheets, you have the flexibility to adapt each dashboard to perfectly match client needs.

Workflow Automation & Detailed Logs

While automated reporting and bulk data uploads are huge time-savers, the workflow automation component ties it all together:

  • Scheduling: Set daily or hourly refresh intervals for reports.
  • Alerts: Configure custom triggers (e.g., email stakeholders if monthly expenses surpass $10,000).
  • Report Distribution: Automatically email dashboards or PDF statements to management or clients.
  • Backups: Generate snapshot backups of your Google Sheets file to preserve historical data.
  • Webhooks: If you want to connect with other applications or processes, G-Accon supports inbound/outbound hooks.

What’s more, G-Accon provides a detailed operations log showing every automated action taken. This means you can skip the frantic spreadsheet checks—simply look for “Success” or “Error” in the log to verify your tasks completed correctly.

“If you have 200 different reports, you’re not going to check each tab,” said Yelena. “You come here and see all actions in the log file.”

Real-World Use Cases & Pricing

Accountants use G-Accon for a wide variety of tasks, from month-end close to budgeting and forecasting. Franchise owners leverage multi-entity consolidation to handle dozens of stores; nonprofits integrate with QuickBooks to create advanced dashboards for board members; and businesses that run large volumes of transactions can bulk upload journal entries for year-end cleanups.

All features are included at every plan level. Pricing scales based on how many companies (entities) and users you need, so smaller firms can start affordably and expand without losing any functionality as they grow.

Move Beyond Manual Processes

Interested in exploring these automation capabilities further? Watch the entire Earmark Expo for a deep dive into G-Accon. You’ll see how easily you can move past traditional spreadsheet drudgery and deliver truly value-added advisory services to your clients.