Missing dashboards in your firm?

Here are 5 reasons why you should consider making them part of your everyday routine. 1)      Easy to understand graphics - It’s simple - make things easier. 2)      Accessible to everyone in the firm - A global view will keep everyone up to date. 3)      Consolidate...

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Recruit only the Very Best Talent

It’s no secret that your employees are your most important asset. In the professional services industry, your employees must deliver or you won’t be in business for long. Naturally, finding the right talent doesn’t always work in your favor and that’s a risk all...

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Simple isn’t Always Best

“Everything should be made as simple as possible, but not one bit simpler.” – Albert Einstein We’ve recently picked up on a CPA industry meme that CRM systems need to be small and simple, and that enterprise class CRM systems are too complex and don’t belong in the...

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