
Mastering client onboarding in 6 easy steps
Ninety days. That’s all it takes to make or break a client relationship. The client onboarding experience in those first ...
Modern Firm
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Ninety days. That’s all it takes to make or break a client relationship. The client onboarding experience in those first ...
It’s not groundbreaking news that the accounting profession struggles with staffing challenges. Firms have found it difficult to find and ...
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 ...
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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.