July 26, 2019
Highlights from H2H with Jennifer Bauldic
We were excited to sit down with Jennifer Bauldic and talk chata.ai as part of…
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Jennie Moore runs her bookkeeping practice, Moore Details, with the kind of passion for connection and support you might expect from your favourite barista, or a trained councilor. Her commitment to customer...
We were excited to sit down with Jennifer Bauldic and talk chata.ai as part of her H2H series with the QBO Connector community. Hailey Casper, our Customer Success Manager, and…
On Tuesday, July 23rd (2019) chata.ai was the recipient of a 2019 CPA Practice Advisor Technology Innovation Award at the 16th annual Accounting & Finance Show at the Los Angeles (California) Convention…
July 3, 2019
Is the Accounting Ecosystem Ready to Redefine the Deliverable?
As CEO and founder of Orange County-based bookkeeping firm, Accrew, Anna Ready is no stranger to…
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June 25, 2019
High 5: Our top 5 takeaways from Xerocon 2019
Last week, chata.ai’s very own trio of Xerocon rookies — Erica, Phil and Robyn —…
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Data Interaction
November 26, 2018
Love your clients, not their paper
A dozen or so years ago Jennie Moore was at a crisis point. Her busy…
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October 25, 2018
The trusty financial sidekick
Freelance writer Cherine Hlady interviews local CPA and owner of cloud bookkeeping firm TenjaGo, Jason…
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August 29, 2018
The house the hammer built: selling the dream, not the tool
Freelance writer Cherine Hlady interviews one of Intuit's top business development managers on how he coaches…
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Wit + Wisdom
August 19, 2019
Boost Your Financial Practice with a Customer Service Mindset
Jennie Moore runs her bookkeeping practice, Moore Details, with the kind of passion for connection…
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July 3, 2019
Is the Accounting Ecosystem Ready to Redefine the Deliverable?
As CEO and founder of Orange County-based bookkeeping firm, Accrew, Anna Ready is no stranger to…
Read More
July 23, 2018
Wit + Wisdom
Chris Wanchulak, President, HydrEra Energy Services In the Wit + Wisdom series we're connecting directly…
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Education
August 19, 2019
Boost Your Financial Practice with a Customer Service Mindset
Jennie Moore runs her bookkeeping practice, Moore Details, with the kind of passion for connection…
Read More
July 26, 2019
Highlights from H2H with Jennifer Bauldic
We were excited to sit down with Jennifer Bauldic and talk chata.ai as part of…
Read More
July 24, 2019
Leverage chata.ai Mobile to Engage On-the-Go Clients
See What Your Client’s Workday Actually Looks Like Ryan is in the midst of launching his own…
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Media
July 25, 2019
chata.ai recipient of a 2019 CPA Practice Advisor Technology Innovation Award
On Tuesday, July 23rd (2019) chata.ai was the recipient of a 2019 CPA Practice Advisor Technology…
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July 24, 2019
CPA Practice Advisor: 2019 Innovation Award Winner
The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small…
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June 28, 2019
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