Due Date Tracking Software Helps to Develop Interns

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Due Date Tracking Software Helps to Develop Interns   Interns are an important part of any CPA firm and developing them allows your firm to have more potential accountants when the interns are finished with their programs. When the firm gets busy or if there are a lot of accountants and interns training in your… Read more »

Client Management for Quickbooks Improves Connectivity with Clients

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In this age of instant communication, clients expect more when it comes to connectivity and meeting (or exceeding) those expectations are an important part of client management for Quickbooks. This doesn’t simply mean staying in touch on a regular basis or sending out mailers and e-mail newsletters. These methods of communication are mostly obsolete. The… Read more »

Use CRM for Quickbooks to Integrate New Clients Effectively

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Bringing in new clients is the basis for growth in any accounting firm but even better is integrating those clients and turning them into returning clients. They’ll bring income on a regular basis and client relationship management (CRM) is the foundation for bringing in clients that keep coming back. CRM for Quickbooks can provide the… Read more »