Project management software for Quickbooks online

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Are you looking to find the right project management software or application for quickbooks online (QBO) ? In this post, we’ll talk about the key features and questions you’ll need to consider when researching applications. First, setting the criteria.  In many technology hunts, especially ones around project management, it’s important to define what you hope… Read more »

Best CRM for Accountants

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Finding a good CRM for accountants (or accounting firms) can be challenging. Fortunately, there are a few ‘best practices’ for getting and finding the best CRM for your firm. Why CRM?  CRM, or Client Relationship Management, is often geared towards helping salespeople better track their leads and prospects. For many accountants and accounting firms, this is NOT… Read more »

CRM for Bookkeepers Tracks Profit and Loss Efficiently

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A bookkeeper’s job is relies on tracking profits and losses with precise management, seamlessly knowing which clients owe what and when it’s due as well as posting payments to others. The system must remain in balance in order for the business (or businesses) being serviced to operate well. CRM for bookkeepers is extremely important in… Read more »