Alex Calaf

Custom retirement savings programs for businesses. RT & links are not endorsements. All tweets are personal opinions only.🚴👍

[Aboon @aboon4business]

Meet Aboon!

[Wealth Management @wealth_mgmt]

🚀 Aboon raises $17.5M to revolutionize 401(k) plan management for advisors! AI-powered TPA cuts setup from 10-12 weeks to 1 day. Led by Bain Capital Ventures. Game-changer for advisor-client retirement planning 💼 https://t.co/if06YSNYwL

[Nick Gavronsky @nmgav]

We’re announcing @aboon4business’s $17.5M seed round, led by @BainCapVC along with Altai Ventures, Runyon, @EdwardJones Ventures, Outpost Ventures, and EJF Capital.

Thanks to @ddjanowski of @wealth_mgmt for covering our story: https://t.co/U0gxH8TVli

Sharing more context 🧵

[Alex Calaf @alexpcalaf]

@thatroblennon @ZaneElia @thatroblennon, thanks for resolving.

[Jason Staats⚡ @jasononfirms]

Ok it's here!

We worked with the 14 leading cloud practice management systems for <$10M accounting firms

14 products
200+ features
8 feature categories
0 sponsors

The report's available today, it's a better way to pick the best PM for your firm

The report is organized into three sections:

A heatmap summary of the functionality each product is most invested in

Dedicated pages for all 14 products, a comparison to the most similar products, notable features they have & lack, and comments from the company on who they're best for + what they're building next

And a massive data grid of over 200 features across 8 feature groups, and their support by all 14 products

A few examples of the questions this report answers, that we frustratingly stumble into by accident:

Workflow Management:
Subtasks? 1 level deep? 2? 3!?
Dependency tasks?
Recurrence? Weekly? Days of the week? Days of the month? Block creation of next recurrence?

File Management:
Folders, subfolders or tags?
Templates? Enforce folder template structures?
Share files via link? Share with non-clients?

Email:
Does it associate emails with clients or contacts?
Can I send & receive emails direct from the PM?
Can I create tasks from emails?

Client Portal:
Can I assign tasks to clients?
Does it include invoicing? Project statuses? Scheduling?
Can clients log in via magic link, password, 2FA, MFA?

Contact Management:
Can I tag and/or custom field my clients?
Can I view, sort, filter & multi-filter by tags/fields?
Are contacts separate from clients?

Time & Billing:
Can I associate time to a client, task and/or work code?
Can I start a timer? Multiple timers?
Associate WIP to an invoice & sync to QBO?
Run a realization report by client, staff or task?

Pricing:
Can I get a trial?
Do I have to get on a call to see it?
Do they not share their pricing publicly?

Support:
Can I get onshore support?
Can I pick up the phone and call someone?
Is there built-in chat support?

I hope it saves you a pile time working through a stressful, loveless process

Reply & I'll DM you a copy, no strings attached, no spam etc

I just need the engagement bc 6 people worked really hard for the last 2 mos to put this together 😅

[Alex Calaf @alexpcalaf]

@LoganGrafTax The office set up game is strong.

[Alex Calaf @alexpcalaf]

@JStaatsCPA And meanwhile freedom awaits on the other side.

[Alex Calaf @alexpcalaf]

100%. Workflow optimization, automation, AI tools merely allow white space on your calendar to create the client experience worth paying premium.

[Jason Staats⚡ @jasononfirms]

No amount of workflow optimization will build a profitable business

Pricing is king 👑

[Alex Calaf @alexpcalaf]

@adammarkowitzEA 💯 !

[Alex Calaf @alexpcalaf]

Set the stage, spill the tea, guide the chat. Now, go forth and prompt. And tell me about it! 😉Oh, and want the whole 42 mins of goodness? - click away - https://t.co/99SJ6fUfPj

[Alex Calaf @alexpcalaf]

5 tips to level up your AI prompt crafting game swiped from Andrej Karpathy State of GPT talk at Microsoft Build 2023:

[Alex Calaf @alexpcalaf]

5️⃣ 🔗 Chain, chain, chain... chain your prompts! Don't just ask and dash. Follow up. Reflect. Keep the chat flowing. You'll be amazed at the depth you can reach!

[Alex Calaf @alexpcalaf]

Frustrated with output? Look in the🪞‘LLMs don't want to succeed. They want to imitate training sets... You want to succeed, and you should ask for it.” Don’t dismiss. To get better results from your AI 🤖, play with prompts. More from MSFT Bld https://t.co/h5t28SMEM4

[Alex Calaf @alexpcalaf]

@JStaatsCPA #whoisnext?!

[Alex Calaf @alexpcalaf]

“ChatGPT 3.5 failed the CPA exam!” The crowd cheered. “ChatGPT 4 passed all four sections of the exam averaging a score of 85.1 percent!”… “Uh huh… I guess we better pay attention…” some whispered. - https://t.co/gLuKOQprya

[Alex Calaf @alexpcalaf]

@billpresson @billpresson, 💯