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Advice on Choosing CRM for Accounting Firms

Learn how accounting firms can leverage a CRM (customer relationship management) system to improve relationships, increase sales, and keep track of all client communications. Learn how to select the right CRM and how to manage its implementation.

Accountant Survives Moving to the Cloud

I am excited to share with you my journey to move my QuickBooks file from the desktop to the cloud. With the industry moving to the cloud, I didn't want to get left behind. There is no better way to experience such a move than to do it yourself.

5 Tips to Building an Effective Virtual CPA Practice

In building a virtual CPA practice, is your goal to get rid of the brick and mortar office, or do you just want the ability to work from anywhere, including your office? Here's a guide that includes things to consider as you set yourself up for virtual work.

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