We hope you and your clients are well.
For accounting firms to succeed, they need to engage consistently and directly with every client. That means having a multi-functional system for managing every client relationship so no one falls through the cracks.
Ty Hendrickson, a CPA with over 15 years of experience in the accounting industry, will be with us to share her expertise on how implementing CRM in an accounting firm can lead to growth and client retention.
Join us for the webinar on November 11th, 2020 at 9:00 AM PST to learn more about leveraging CRM to improve the experience of prospects and clients with your firm.
The webinar qualifies for 1 hour of CPE credit for CPAs. Participants will be able to ask questions and get them answered live by our panel of experts. Feel free to share the link with your colleagues as well.
We look forward to having you join us!