Ellen Allen

Advanced Certified QuickBooks ProAdvisor, Owner My Team Accounting. Helping businesses do what they do best by taking care of the accounting for it.

[Ellen Allen @EllenAllenCPA]

@jasononfirms @keeperapp_ - it is integral to my work. I love it!

[Ellen Allen @EllenAllenCPA]

@tryjasononline Scaling New Heights .. it’s going to be a great conference!

[Ellen Allen @EllenAllenCPA]

@wifemomcpa100 @Xero I’ve been using @Xero since November. Different than QBO for sure, but I enjoy it more every time I use it.

[Ellen Allen @EllenAllenCPA]

@wifemomcpa100 That’s a beautiful photo.

[Woodard @WoodardCompany]

🎉 Win Your Way to Scaling New Heights 2025! 🎉
We’re giving away one free ticket each month at Scaling New Heights from June 22-25, 2025, the largest accounting technology conference in the nation!

Sign up now at https://t.co/FMw6IhuuH7

#ScalingNewHeights #AccountingConference

[Synder @SynderApp]

Do you think accounting is boring? Think again! Join our webinar, “Top 15 Awkward Questions You Were Afraid to Ask Your Accountant,” with Michelle Vilms and Ellen Allen. Make accounting fun and insightful!
🗓 July 26th, 3 PM EST
🖇️Register now: https://t.co/YwEKhAdC2U

[Ellen Allen @EllenAllenCPA]

@jennyrozelle Yes, please.

[Ellen Allen @EllenAllenCPA]

@jennyrozelle Great! Cannot wait to have it as a resource. Thank you.

[Synder @SynderApp]

Learn how to automate revenue recognition for your SaaS business! Join Polly on June 26 at 1 PM EST, to master calculating recurring revenue and managing Stripe subscriptions while remaining GAAP-compliant.
📅 Date&Time: July 24, 1PM EST
🔗 Register: https://t.co/HbL3UAQuog

[Synder @SynderApp]

🚀 24-Hour Reminder: Webinar on Revenue Recognition Best Practices! 📊
Join Polly tomorrow to learn how to calculate MRR and manage Stripe subscriptions while staying GAAP compliant.
🗓️ June 26, 1 PM EST
🔗 Register: https://t.co/PpccoSqyZO

[Ellen Allen @EllenAllenCPA]

@SynderApp I enjoyed my evening meeting the @SynderApp team as well as fellow users. Thank you Synder!

[Ellen Allen @EllenAllenCPA]

My Team Accounting is now a Synder Partner, giving us a new tool to help automate accounting & bring greater efficiency to our clients. Integrations with Stripe, Amazon, Square & MORE are available in Synder. Contact us & let's make your accounting easier with Synder. @SynderApp

[Ellen Allen @EllenAllenCPA]

It’s going to be a great day. Looking forward to learning and growing. #CbusWLC

[Ellen Allen @EllenAllenCPA]

@GabrielKohenCPA Gabriel, check out my son’s business if you smoke often: https://t.co/KZ8RahTCmY

[Ellen Allen @EllenAllenCPA]

@CalebLJenkins @scottscarano @Amalgam_App @ReachReporting @SlackHQ @Calendly @AICPAconfs @AccountingToday @THRIVEalCPAs @TanyasBootcamp @darkhorsecpa @XenettApp @canopysuite @TaxDome_TD @LiscioCX @keeper_hq I can’t function without it!

[Ellen Allen @EllenAllenCPA]

@UfuomaOgaga Yes! 1000 times yes!!

[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 😅

[Nerd Enterprises, Inc. @nerdenterprises]

The Curious Uses of Clearing Accounts With QuickBooks Online with @webgility - this was a great webinar, you’ll learn a ton on the replay! #TalkNerdyToMe https://t.co/s8ZdAX7r6s

[Ellen Allen @EllenAllenCPA]

@LizzyNorMa Sounds to me like you got a lot accomplished!

[Ellen Allen @EllenAllenCPA]

@renee_daggett Congratulations!