|
 |
|
MADE IN CANADA |
|
|
| TOLL-FREE: |
|
| 1-866-423-8525 |
|
|
|
 |
|
 |
|
|
| Blog |
|
The blog focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information in this blog. |
|
|
|
 |
|
 |
|
|
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 |
|
|
|
|
 |
|
|
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 |
|
|
|
|
 |
|
|
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 |
|
|
|
|
 |
|
|
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 |
|
|
|
|
 |
|
|
5. STAFFING ALTERNATIVES |
|
|
|
| 5.1. Telecommuting..................................................................................................View |
|
| 5.2. Outsourcing.......................................................................................................View |
|
| 5.3. Virtual Office......................................................................................................View |
|
|
|
|
 |
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
Subscribe |
|
|
|
If you are interested in receiving
Client Track emails to your inbox,
click the button below to fill out a
form to be part of our mailing list. |
|
|
|
 |
|
|
|
|
|
|
|
|
|
| Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved. |
|
| Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca |
|