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PracticeERP

Newsletter August 2024

Sneak Peek!

Your wait is over!

 

Take a look inside PracticeERP from the staff accountant’s point of view.

 

Gain insights and visibility into your firm’s realization and budget vs actuals. Plus, keep your team on the same page with dashboards that help them self-monitor their progress and project status.

Curious?
Join us for a 90-minute group demo!

Newsletter July 2024 cpapracticeadvisor-logo

Empowering Innovation Through Ideation & Experimentation

"Technology, personnel, accounting standards, and tax regulations mean accounting firms are constantly changing. So, it’s easy to neglect the need for innovation. However, that’s a serious mistake."

accountingtoday logo - practiceERP

Accounting Is Now Data Management

"Today, bookkeepers and accounting professionals need to understand how to master these often complex accounting data flows from both sales and payment systems."

Referral Program = $ 

➡️ Do you have clients who have outgrown QuickBooks?

➡️ Do they need a more streamlined process for handling their operations?

➡️ Do you have clients that need help optimizing their NetSuite account?

If so, help them achieve their goals by referring them to Kartl Metzger, Referral Partner Manager, and EARN a COMMISSION! It’s a win-win.

PracticeERP + Cloud Document Management

More than just filing. It’s about protecting client trust, guaranteeing compliance, and fueling excellence in accounting.

Client Perspective

“PracticeERP has helped create a better culture for us, because we don’t have to create that micromanaging atmosphere where it feels like we’re constantly asking them questions.”

Hear from Frank Vinopal, Partner at MBE CPA on how PracticeERP has transformed their firm.

Catch the PracticeERP Team on the Road...

September 24 - 27

Boston, Massachusetts

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