The basics of practice management
Practice management is such a broad and complex topic for accounting firms. It can incorporate CRM, billing, resource management, workflow, time tracking—the list is endless. How do you know what is right for your firm?
This video shares anecdotes and stories from accounting firms that have paved the path and implemented the best practice management strategies. You will learn the processes that are critical to keep your firm running like a well-oiled machine.
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Jess Marcello
Managing Editor, Karbon Magazine
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