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How Accounting Firms Can Effectively Reply to Client Emails
Here are 5 tips we recommend to help your team respond to more client emails, be more efficient, and focus on billable work.
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Here are 5 tips we recommend to help your team respond to more client emails, be more efficient, and focus on billable work.
Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users. After hosting the event we were left with a ton […]