Keagan Perlette, Author at CHATA.AI

Keagan Perlette

Education

November 7, 2019

Level Up Your Advisory A-Game

“Advisory” kind of went the way of the buzzword in the financial services industry: it…

Keagan Perlette

Chats with chata ft. Richard Roppa and Kelly Gonsalves

How to Network Your Way Through QuickBooks Connect San Jose

QuickBooks Connect 2019 in San Jose is just around the corner. Conferences like Quick Books Connect are…

Keagan Perlette

Four Kinds of Non-Financial Data for Game-Changing Reports

Education

October 24, 2019

Four Kinds of Non-Financial Data for Game-Changing Reports

Money doesn’t move by itself. Outside the P&L and the balance sheet, there’s a host…

Keagan Perlette

Education

October 18, 2019

Five Ways to Manage Change in Your Practice

You’ve been to the keynotes, the conferences, and the webinars. Maybe you’ve even read the…

Keagan Perlette

figure out what your clients really want

Education

October 7, 2019

How to Figure Out What Your Clients Really Want

We’re always talking about how chata.ai can help financial professionals serve their clients better by personalizing…

Keagan Perlette

Connecting with Your Clients Makes You Indispensable

How Connecting with Your Clients Can Make You Indispensable

As a partner at Avail CPA, Obed Maurice CA, CPA is basically a financial hype man for his clients, and that’s…

Keagan Perlette

Boost Your Financial Practice with a Customer Service Mindset

Jennie Moore runs her bookkeeping practice, Moore Details, with the kind of passion for connection…

Keagan Perlette

Education Latest News Use Cases

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…

Keagan Perlette

Education Latest News Use Cases

July 24, 2019

Great Data Can Solve Major Problems for Big Business

Plan to Exceed Expectations Evelyn is an accountant who’s compiling a detailed receivables analysis for a major…

Keagan Perlette

Education Latest News Use Cases

July 24, 2019

How to Keep Up with Your Tech-Forward Clients

See How Your Clients Use Tech to Run Their Business Ava is a tech entrepreneur…

Keagan Perlette

Level Up Your Advisory A-Game

How to Network Your Way Through QuickBooks Connect San Jose

Four Kinds of Non-Financial Data for Game-Changing Reports

Five Ways to Manage Change in Your Practice

How to Figure Out What Your Clients Really Want

How Connecting with Your Clients Can Make You Indispensable

Boost Your Financial Practice with a Customer Service Mindset

Leverage chata.ai Mobile to Engage On-the-Go Clients

Great Data Can Solve Major Problems for Big Business

How to Keep Up with Your Tech-Forward Clients

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Please provide your contact information and we’ll connect with you directly to discuss the integration process.

Integrate with chata.ai

Please provide your contact information
and we’ll connect with you directly to
discuss the integration process.