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3 Ways CPAs can leverage technology for meaningful practice growth

Abrigo

Other technology, such as customer relationship management (CRM) solutions, such as Salesforce, make it easier to manage engagements, track action items and market new services to existing clients. Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies.

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242 Startup Failure Post-Mortems

CB Insights

Fresco’s head of community marketing, Johnathan Hamiter, began sending employees private Slack messages saying funding seemed “pretty bleak” and encouraging them to look for other jobs. Unfortunately, we were not able to find our place in the market. But we just didn’t feel as confident in that market.”. Around 4 p.m.,

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