How to offer an unparalleled client experience and crush the competition
These days, one bad experience can send a client running for the hills—and right into the arms of a competitor. ...
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These days, one bad experience can send a client running for the hills—and right into the arms of a competitor. ...
Cash flow management is at the center of every business. Let’s face it…cash is king. And without it, you can’t ...
Developing a strong online presence is no longer a nice-to-have, but a must-have. And, yes, even for accounting and advisory ...
Building a tech stack for a modern firm is more important than it’s ever been. Cloud-based technology isn’t the way ...
That’s why maintaining a healthy cash flow should always be front of mind with clients.
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Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.