We recently chatted with Joe Phoenix, one of the cofounders of Givinga, a solution for amplifying the impact of corporate philanthropy. A text version of the interview follows, edited for clarity.

Accountants and bookkeepers alike were surprised earlier this month when QuickBooks announced it now offers “Live Bookkeeping” with all plans ranging from Simple Start to Advanced. The page promised: “Get valuable insights from unlimited one-on-one conversations with an experienced bookkeeper that knows your business.” Of course, this made QuickBooks Certified Pros across the country do a double-take and say, “Hold up—what?!”

Big news from Boston: if you use HubSpot, Botkeeper now has a must-use integration.

Whether you’re new to QuickBooks Online or a seasoned veteran using the software, you might not be getting the most value out of your subscription. Oftentimes, people overlook simple tips that could help them be more effective and efficient with their books, and that’s why we’ve pulled together a short list of tips for handling your books with QuickBooks Online (QBO).

This post is the first in the Bot Spotlight Series, where we sit down with different industry clients, experts, and influencers.

This month, we met with Tyler S. Clark, founder of ADcountants, to talk about advertising for accounting firms and the role of automation and machine learning in that space. An abridged Q&A follows, and the full video interview is included below.