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Check out the quick video to the right to get a preview into the Manager Role view within PracticeERP.
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As you evaluate firm management systems, there are a few things to keep in mind to ensure you have a true partnership and scalability for your firm.
Whether you're looking at buying or selling, change is inevitable, and you must situate your firm for whatever might be ahead.
The truth is, no matter how integral you are to your company's success, your business can and must be able to thrive without you. Change your mindset today for a better tomorrow.
➡️ 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 GVO and EARN a COMMISSION! It’s a win-win.
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Given the importance of implementing the best accounting software for your firm, you must consider the features of each platform you research before making a conclusive decision.
Dive into this article on how to help you through this discovery process.
“Before Practice ERP, we used XCM, now CCH Access Workflow, and Practice Management for projects. It was clunky – no starting timers from projects, manual updates, and limited customization….”
Hear from Ally Carroll, Workflow Administrator at MBE CPA on how PracticeERP has saved her 4 to 5 hours a week.
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