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"From Lead to Final Payment: How QuickBooks Online Advanced Is Rebuilding the Construction Workflow"
Inside the Inner Circle: What I Learned at Get Connected Toronto 2026 Last week, I had the chance to attend Get Connected Toronto 2026, Intuit's annual gathering for the Canadian accounting and bookkeeping community, held at The International Centre in the Greater Toronto Area. Two full days of keynotes, breakout sessions, and conversations with some of the sharpest minds in cloud accounting, and honestly, I came away buzzing. A Room Full of People Who Get It There's somethin
Lisa Marshall
Jun 224 min read


What Are the Key QuickBooks Intergrations Available for Bookkeeping?
Find out how you can maximize QuickBooks by adding additional integrations to make your accounting workflows more efficient.
Lisa Marshall
Apr 223 min read


The financial archetypes behind every client relationship
Every client has a relationship with money before they ever have one with me. Some love their weekly numbers; some avoid them entirely. That's not random, it's personality, and there's a well-known framework for it: money archetypes, popularized by Kendall SummerHawk's Sacred Money Archetypes® system. Here's how I've come to see the eight archetypes show up in my own client relationships. The Accumulator — the saver and planner. Easy clients on the surface, but they can sit o
Lisa Marshall
Jul 252 min read


Xero Wins the UK, QuickBooks Wins Canada. Here's What That Actually Says About Each Market
Two accounting software giants, two very different home turfs. Xero dominates the UK market. QuickBooks dominates Canada. On the surface that looks like a simple preference split, but when you sit in the room at Accountex London and then come home to a Canadian client roster that's almost entirely QuickBooks, the difference feels bigger than brand loyalty. It feels like two markets operating on completely different buying logic. I used to read that as Canada simply lagging be
Lisa Marshall
Jun 303 min read
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