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Using technology to get a handle on
clients' complexities.
By Jeff Stimpsony
February 2004 - Michael Giardina,
president of Office Tools Pro by Giardina & Associates
in Palmdale, California, stresses that contact management
systems, unlike marketing applications that might be Accounting
firms are becoming keenly aware of how a good client management
system can increase the efficiency, as well as the revenue,
of the firm. By having instantaneous access to information
on a client, the firm can more effectively monitor and
control work.
Most firms recognize the need to better
handle mountainous workloads. "Picture 60 people throwing
stuff on your desk and it piling up," says Steve Sabba,
president of Tax Pro Financial Network in New York
• www.webcpa.com/practicalaccountant/ |
