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 »

CRM for CPA Firms Builds New Businesses Better

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Building a new business starts with building a client list and this is where CRM for CPA firms can get you started the right way so you can build the best foundation to move forward. As you bring in new accountants and more clients, you have to ensure that those relationships are managed correctly and… Read more »

CCH iFirm Software Alternative

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Looking for a CCH iFirm Software alternative? In this article, we’ll cover the features and potential alternatives for firms and accountants looking Features When looking for a CCH iFirm alternative for your accounting firm or practice, it’s important to list your “must have” features . For example, do you need to set up custom recurrences?… Read more »