CRM for Accounting Firms and CPAs

With competition in the accounting profession getting more competitive every day, firms are now taking a more strategic look at using CRM (Client Relationship Management) technology to help them take business development to the next level.

In this session we will share best practices that we’ve learned to streamline CPA firm business development, including:

  • Why a CRM platform helps business development
  • Logical integrations that help accounting firms
  • What should you track in CRM
  • Structuring your pipeline system
  • Who in the firm should use CRM
  • Establish your rules of engagement
  • Why a feedback loop is critical
  • Leveraging and tracking referrals
  • Using a playbook to empower CRM