So if you don't yet have a structured CRM approach for your business, or you have one in place but aren't take advantage of it to its full potential, here are my top 10 tips of using the power of CRM software to grow and prosper your business.
It is impossible to ignore the fact that deadlines define life in an accountancy firm, the next big obstacle is always just around the corner. These deadlines are made all the more daunting because there are usually penalties involved in failing to meet them. We have created a handy printable calendar in an Excel format that includes all the most important tax & accounting deadlines for 2018, as well as highlighting the key filing deadlines in the year.
Invoicing is an essential part of any business, whether you are a sole trader or a small enterprise looking to grow and keep your cash flow consistent. So how can you go about making sure that invoices are paid faster, rather than having to chase clients yourself and face financial uncertainty as a result?