March 30, 2016
The best way to avoid a problem is to prevent it from happening in the first place. In the context of our topic, this means developing a practice over time that will ultimately be attractive to a buyer.
March 23, 2016
Nearly 80 percent of female financial advisors attending the first-ever Edward Jones Women's Conference say confidence is among the biggest factors impacting leadership, success and fulfillment in a career.
March 21, 2016
Taxpayers can get the most out of various tax benefits and get useful tips on preparing their 2015 federal income tax returns by consulting a free comprehensive tax guide available on IRS.gov.
March 21, 2016
To be awarded membership in HCAA, firms must demonstrate proficiency and commitment to serving clients in health care.
March 16, 2016
The IRS seized more than $150,00 from a convenience store owner’s bank account in 2014 – virtually all the money he had in the world – even though he did absolutely nothing wrong. It has taken the taxpayer nearly two years to get the money bank and ...
March 14, 2016
Four years from now, Generation Z will represent more than 20 percent of the workforce. Undoubtedly, this cohort of employees — born in the 1990s — will affect your approach to staff management.
March 14, 2016
New Web Series Highlights the Transformation of a Small Business Using QuickBooks Online Ecosystem
March 14, 2016
While some may think that their Outlook or other email system offers the same basic tools as a CRM system, this is far from accurate.
March 14, 2016
A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.
March 14, 2016
Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...
March 14, 2016
Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...
March 14, 2016
Designed for small businesses and accounting firms, Results CRM offers project management, billing & collections management, client contact tracking, sales automation and other features. The system offers excellent integration with QuickBooks, tying ...