CPA Firm Management

Excerpts from Book

The Bible for an Accounting Firm

On the Seventh Day

Chapter 1 – Introduction – What makes a great Firm

Chapter 2 – Establishing your Vision

Chapter 3 – The Numbers Game (The Profitability Formula)

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CRM for CPAs

CRM or “Customer Relationship Management” software is most identified with enterprise sales departments. However, CRM software can serve a useful purpose for CPA firms looking to improve client relations, meet deadlines, and provide additional services to existing accounts.

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