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 »

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 »