Could CashFlowTool Expand Your Advisory Services?
Justin Pulgrano, from Finagraph, came on this week to talk about how he successfully expanded advisory services for his clients...
Your client work done on time, every time.
“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”Monica Hodgson-Daniels, CPA