Clients also benefit from greater and more frequent interaction with their accountant because their books stay in better shape, which means the professional can provide more accurate financials, projections and cash flow estimates. This ongoing review makes it easier to perform other engagements such as payroll and tax compliance services since the quality of the data is enhanced by this ongoing, monthly work. Client write-up is far from dying; it’s just rebranding itself as the client value relationship, and will be part of most successful accounting firms for the foreseeable future.
While reading the product review snapshots on the following pages, as well as the full product reviews on our website, please note the program features that are most important to the needs of your practice and your clients.
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