1. Understanding CRM and Its Importance for Accountants What is CRM? CRM stands for Customer Relationship Management. At its core, it’s a technology for managing all your company’s relationships and interactions with potential customers and current clients. Now, you might wonder, why is that even relevant to accountants? Well, for one, managing client relationships is […]

Understanding the Importance of CRM for Accountants What is CRM? We’ve all heard the term Customer Relationship Management, or CRM, right? Well, let me tell you, it’s not just for sales and marketing teams. As an accountant, using CRM software can transform how you manage client relationships. It revolves around tracking and managing your interactions