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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.

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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