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Financial Cents •

How Safe Harbor Bookkeeping Cut Invoicing From A Full Day To 90 Minutes — And Stopped Turning Away Clients

Terri Evans didn’t go to college for accounting. She got her education around the kitchen table. Her father was a self-employed general contractor; her mother handled his books. The summer after her senior year of high school, Terri jumped in to run the financial side of the business while her parents spent three months on a mission trip in Canada. Fast-forward to 2009, when she took over the administrative side of her husband’s contracting business—building financial processes and workflows fro...
Financial Cents •

2026 Bookkeeping Firm Tech Stack Report | Financial Cents

Tools are supposed to solve problems. But for too many small bookkeeping firms, the tools have become the problem.

To get a better understanding of the tool sprawl problem, we surveyed 261 bookkeeping and accounting firm professionals about how they’re managing their tech stack, where things break down, and what they actually wish they had instead.

This is an unfiltered look at the state of software in small bookkeeping firms—and what it’s costing the people who run them.
Financial Cents •

How On Track Accounting Solutions Heads Off 1099 Headaches with Month-End Close in Financial Cents

Greg Scholten founded On Track Accounting Solutions with a mission to deliver specialized accounting, bookkeeping, and tax services to underserved niches. The firm focuses primarily on adult foster care (AFC) homes and nonprofits—client types that demand careful, compliant, detail-oriented financial management.
Greg runs On Track as a fully virtual practice, working alongside two part-time contractors. Recently, the firm has intentionally leaned more into the bookkeeping side of the business—pro...
Eleos Health •

No Notes Podcast: The Provider Compensation Conundrum | Eleos

Community mental health organizations face a unique challenge: providing fair and competitive compensation to their clinicians while operating under tight financial constraints. In this episode of No Notes, host Denny Morrison, PhD, sits down with Katie Weihe, Human Resources Vice President at Aurora Mental Health, and Amanda Rankin, Customer Insights Lead at Eleos, to explore current trends in provider compensation, the challenges that leaders face when setting pay scales, and creative strategi...
LinkedIn •

AI Ethics Video Excerpt LinkedIn Post

When we talk about ethical AI use in behavioral health, one theme that comes up over and over again is the ethical * obligation * to embrace these kinds of tools knowing that they can ultimately help providers deliver better care to more people.

As Ashley Newton, CEO of Centerstone’s Research Institute, said during a webinar we recently co-hosted with National Council for Mental Wellbeing, the demand for behavioral healthcare is too great — and there are too few providers — for us to ignore technology that can augment the entire profession to help meet that need...
Eleos Health •

How GRAND Mental Health Saved 10 Weeks of Staff Time in 6 Months with Eleos Scribe

At GRAND Mental Health, innovation is more than a rally cry—it’s the core of their overarching philosophy as a behavioral health organization. The Oklahoma-based Certified Community Behavioral Health Clinic (CCBHC) keeps client outcomes at the center of every action and decision, while also focusing relentlessly on creating the best possible care environment for clients and staff alike. And that’s exactly what led them to implement Eleos Health’s CareOps Automation technology.
Eleos Health •

Why California-Based Hillsides is All in on AI | Eleos Blog

In the iconic words of Ferris Bueller, “AI innovation moves pretty fast. If you don’t stop and look around once in a while, you could miss it.”


Okay, maybe that’s not exactly how it goes—but you get the idea. Plus, Ferris and his friends were all about making more time for what really matters in life, so we’re pretty sure they’d be big fans of the new Eleos Documentation experience. (Mr. Rooney—probably not so much.)


Also big fans of the new Eleos Documentation experience (and Eleos in gen...
Postscript •

Apothékary Achieves 75% Click-Through Rate with Conversational SMS

By the time the marketing team at plant-based health and wellness brand Apothékary adopted SMS in fall 2021, it had been on their radar for quite some time. While they had seen success with email marketing and paid advertising, they wanted to be proactive with diversifying their channels. “SMS felt like the next right thing to do,” said Katie Magnus, Senior Marketing Manager at Apothékary.While she was nervous initially about the added time commitment this new channel would require, Katie was pl...
Financial Cents •

How Numbers Matter LLC Cut Month-End Close Time In Half With Financial Cents

Steve Libhart has spent most of his career at the intersection of accounting and the legal industry—working inside law firms, teaching law firm accounting for the Colorado Bar Association, starting his own law-focused accounting firm, and even co-hosting the Accountants Law Pod.

Through it all, Steve has seen the industry evolve from installing QuickBooks via compact disc and meeting with clients in-person to running an entire practice remotely with cloud-based software and virtual video calls....
Eleos Health •

Eleos Launches Behavioral Health Compliance AI | Eleos Blog

Ever felt like you’ve climbed the highest mountains, run through the fields, crawled, and scaled city walls—but you still haven’t found what you’re looking for?


Well, AI might not be able to help Bono, but if you’re a behavioral health compliance professional who’s responsible for finding—and correcting—noncompliant provider documentation, we’re betting Eleos’ newly launched Compliance product can completely reshape the way you work.


During our Winter 2025 Launch Event, Eleos CEO Alon Joff...
LinkedIn •

Eleos Overview Video LinkedIn Post

Can we get a round of virtual applause for Whitney Baywall and Christian Nupp — two of our superstar Eleos team members who absolutely CRUSHED their video debut as the stars of our new Documentation + Compliance product overview? 🤩 🎥

We might be a smidge biased, but we think they did a Hollywood-worthy job representing our new branding and product packaging — all while flawlessly explaining the major features and benefits that make Eleos, well, Eleos...
WebPT •

Founder Letter: It's Time to Close the PT Gender Pay Gap | WebPT

It’s a well-known—albeit unfortunate—truth that in the US, women receive less pay than men do when performing the same jobs (about 80 cents on the dollar, in fact—and that gap widens when we factor in race, although I’ll save that conversation for another day). In many ways, it seems like we, as a society, already should have evolved well past the so-called gender pay gap. After all, most of us know that gender doesn’t determine talent, skill, or aptitude. That would be inane. Yet, our financial...
Financial Cents •

Bookkeeping Workflow Summit Recap: A Field Guide For Getting Centralized | Financial Cents

Picture this: It’s a regular Tuesday afternoon, and you’re sipping a steaming hot cup of tea as you wrap up a few final to-dos for the day. Everything is calm and peaceful—until the sudden buzz of your phone jolts you out of your chamomile zen. Your stomach drops when you see the name on your screen: one of your biggest clients.
Next thing you know, your mug is cold and abandoned on the edge of your desk, your afternoon calm completely forgotten. Because now you’re full-on scrambling—pulling up...
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