That's What the Controller Said
"Crack me up!!"
Who is Elizabeth?
This real-time tool in Keeper allows clients to answer questions on specific transactions without back-and-forth emails.
What is the Client Portal?
This sitcom’s accountant once confidently declared, “Why waste time say lot word when few word do trick?”—a communication strategy he may also apply to spreadsheets
What is The Office?
This tab in Karbon helps you prioritize work and tasks week-by-week. If you don't use it, MJ might come for you!
What is My Week?
The day of the week to submit the previous week's timesheets.
What is Monday?
"Oh, Keeper can do that!"
Who is Samuel?
This feature allows you to filter Transaction Review tasks by account, transaction type, vendor/customer, and/or Description.
What is Edit Excluded List?
In this sitcom, David insists, “You just write it off!”
What is Schitt's Creek?
This tool updates a work item's status automatically when a condition is met.
What is an automator?
The number of LUCA's Guiding Principles.
What is 8?
"Hold on, I'm on the phone with Josh"
Who is Megan?
Even if clients haven’t answered last month’s questions, you can safely start this in Keeper — all open questions will carry forward automatically.
What is the next month-end close?
This 2016 thriller stars Ben Affleck as a math savant with a dangerous side hustle in forensic accounting.
What is The Accountant?
Secure method of requesting client information through Karbon.
What is client request?
Jackie and Shadow, the Big Bear Valley eagle pair that boosted team morale in Q1, were introduced thanks to this team member.
Who is Leslie?
"10-4, good buddy"
Who is Nik C?
For clients with multiple contacts, this feature allows you to assign each question to the contact who should answer it.
What are Assignable Questions?
This Netflix series features Jason Bateman as a financial advisor turned money launderer for a drug cartel.
What is Ozark?
Karbon now integrates with this tool to enable real-time document collaboration.
What is Google Drive?
This productivity method means finding the most important task for the day (the one you're most likely to procrastinate on) and doing it first.
What is Eat the Frog?
"No, I'm actually making a grilled cheese!"
Who is Sarah?
This Keeper feature links related entities together, streamlining the reconciliation of Due To/From balances across books.
What is Inter-company Transfers?
In this 2013 Martin Scorsese film, Leonardo DiCaprio plays a corrupt stockbroker living large until the FBI comes knocking.
What is The Wolf of Wall Street?
This style of workflow management provides a flexible approach to optimize workflows by visualizing all work on a single canvas. Hint: this view is also available in Keeper.
What is Kanban view?
When using Ai tools, it's critical to always redact this type of information.
What is PII (personally identifiable information)?