PracticeERP

PracticeERP

Newsletter November 2024

Custom Dashboards for Every Role

With PracticeERP, you will never miss a beat – gaining visibility and control into your daily operations and empowering teams for project success.

What’s even better?
Designating user access is easy – with distinct dashboards tailored to each role: Partner, Manager, Billing & AR, and TaskFlow Admin.

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to see our dashboards by role!

Interested in learning more?

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accountingtoday logo - practiceERP

AT Think Pathways to Growth: Optimizing opportunistic growth

"Strategic growth is about sowing the seeds for future expansion. It requires an investment over time to make it sustainable, profitable, fast and efficient. Opportunistic growth, on the other hand, refers to what's under our noses — the opportunities we can wrangle, close and get paid for."

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cfo

Tactics to increase journal entry automation for optimal efficiency: Metric of the Month

"Increasing journal entry automation helps organizations grow and increase transaction volume without adding accounting staff."

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Newsletter July 2024 - forbes logo - PracticeERP

Tax Breaks: The We're Already Planning For Next Tax Season

"For those of us who just popped 2023 tax returns into the mail (or hit send) this month, it feels like the last tax season just ended. But believe it or not, the IRS is already gearing up for the next tax season–and the next tax year."

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Client Perspective

Discover how PracticeERP has revolutionized MBE’s operations by consolidating all our processes into a single, user-friendly software, eliminating the need for multiple applications. Learn how customizable reports, tracking, and billing features have transformed the way we work, saving us valuable time and effort. 

Hear from Tammy Phetteplace, Document Manager at MBE CPA on how PracticeERP has made her work life more efficient and productive.

Join this community of changemakers driving innovation and enhancing their firms, leaving behind the era of micromanagement. 

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November Newsletter Headers - Timoy testimony

Growing CPA firm ditches its legacy systems and spreadsheets

Today’s CPA firms need innovative dashboards, reporting capabilities, and customer relationship management (CRM) tools in order to boost sales performance, improve productivity, generate accurate reports, and reduce IT costs. 

 

Check out how PracticeERP met all of these needs for MBE CPAs in our Case Study.

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PracticeERP Micro-Vertical Solution of the Year

We at PracticeERP are proud to announce that our trusted partner, goVirtualOffice, has been awarded as NetSuite’s Micro-Vertical Solution Provider Partner of the Year for their exemplary work in delivering top-notch services to our mutual customers.

“PracticeERP is really at the forefront of the technology space for firm management. We have seen customers build more efficient firms and increase their leverage by utilizing PracticeERP. One of our first customers brags, that this was his easiest tax season ever.”

-Dirk Shimpach, Founder and CEO
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