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Blog
The blog focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information in this blog.
Dealing With Clients
1. DEALING WITH CLIENTS
1.1. Marketing Your Ideal Client.............................................................................View
1.2. Defining Your Ideal Client................................................................................View
1.3. Notifying Clients Of Upcoming Deadlines.....................................................View
1.4. Firing Bad Clients - You Can Do It!.................................................................View
1.5. Customer Relationship Management Software............................................View
Sales and Services
2. SALES AND SERVICES
2.1. Sales - An Introduction....................................................................................View
2.2. Value Pricing - An Introduction.......................................................................View
2.3. Sales & Marketing............................................................................................View
2.4. Increasing Your Sales - Work Smarter, Not Harder.....................................View
2.5. Tracking Client Information Can Increase Profitability...............................View
2.6. Value Added Services......................................................................................View
2.7. Potential Value Added Services.....................................................................View
Practice Management
3. PRACTICE MANAGEMENT
3.1. Danger Of Using Spreadsheets To Track Deadlines..................................View
3.2. Client Selection & Ranking.............................................................................View
3.3. Key Performance Indicators (KPIs)................................................................View
3.4. Critical Success Factors..................................................................................View
3.5. Niche Development..........................................................................................View
Operational Efficiency
4. OPERATIONAL EFFICIENCY
4.1. Digitization Of Data..........................................................................................View
4.2. Workflow Automation.......................................................................................View
4.3. Project Management........................................................................................View
4.4. Managing Workload..........................................................................................View
4.5. Tracking Time & Managing Your A/R.............................................................View
4.6. Cloud-Based Services.....................................................................................View
4.7. Documentation Of Systems & Processes......................................................View
4.8. Embracing Telecommuting As A Strategy......................................................View
4.9. Outsource Tasks To Improve Efficiency........................................................View
Staffing Alternatives
5. STAFFING ALTERNATIVES
5.1. Telecommuting..................................................................................................View
5.2. Outsourcing.......................................................................................................View
5.3. Virtual Office......................................................................................................View
Networking
6. NETWORKING
6.1. Become A Fan...................................................................................................View
6.2. Online Resources.............................................................................................View
6.3. Channel Partners..............................................................................................View
6.4. Don't Forget To Follow-Up..............................................................................View
6.5. Virtual Server.....................................................................................................View
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Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca