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Why All Accounting Firms Need A CRM

The better question is, why aren’t more accounting firms already using a CRM system? I’m pretty sure it’s because most don’t even know what CRM…

Build the Practice You Want

Originally posted on Accounting & Financial Women’s Alliance on 7/31/19   Building an accounting practice is not for the faint of heart. You go into…

Rethink the Way You Communicate

Has someone ever cut you off during a story you were telling?  Maybe they jumped in on how they had a similar experience but worse! …