7 essential features of CRM software for accountants
Take your accounting firm to the next level. Here are the key features you need to have in a CRM for accountants.
Latest Accounting posts
Must-Read Tips for a Better Accounts Receivable Process
For many small business owners, accounting isn’t the most exciting part of running your business. However, having a good grasp of the fundamentals is essential to keeping your business afloat. In this post, we’re tackling the accounts receivable process — why it matters and how to improve it. What is the accounts receivable process and […]
QuickBooks Desktop 2017…Touchdown!
It’s amazing to see Intuit continuing to support and invest in it's Desktop product. Here are some new features we can see for QuickBooks Desktop 2017.
Moving from Scorekeeper to Coach
“Moving from scorekeeper to coach”. Damien Greathead from Receipt Bank made this statement during his General Session Q&A and I think it perfectly sums up what I experienced and heard at Scaling New Heights 2015. Accounting professionals have always played the role of trusted advisor, but this year (and this conference) felt different. There was […]