CRM for Accountants

World of Frozen Dessert – Do’s and Don’ts of Doing Gelato Business

Knowing exactly what you want in a frozen dessert can be a frosty confusion when your taste is not as refined as others. An inexperienced frozen palette is pretty much normal but there’s not only Gelato at the top shelf.  There’s frozen custard, sherbet, sorbets, shaved snow,..shot fro-yo even! So you see? A lot goes …

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How to Improve Accounting Clients’ User Experience (UX) —Part 2 - MY CPA Dashboard2

How to Improve Accounting Clients’ User Experience (UX) —Part 2

We were discussing the fine and more detailed elements of an online CPA’s service delivery that can improve the user experience ux of their consumer base. Here are some more things that Accountant and Book Keepers should take into account. Be Honest and Considerate with Payments for better user experience ux Now, this is one …

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Freelancers that May Need Your CPA Services - My CPA Dashboard

Freelancers that May Need Your CPA and Accounting Services

3 Types of Freelancers that May Need Your CPA Services and You Should target Freelancers? Freelancers are “the jack of all trades and master of some”. Apart from offering expertise and delivering service in certain niches, they also take care of many aspects of their self-employed work model. Nonetheless, bookkeeping, accounting, and tax preparation are …

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mobile responsive

How Can A Mobile-Responsive Website Boost Your Online CPA Services?

If you have decided to foray into the domain of online accounting and bookkeeping services, make sure you carry out this transition in full force and with all the necessary elements. For instance, your online accounting and bookkeeping venture will need a website and not just a page with bare-minimum features. Your online CPA website …

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payroll

3 Tips to Effectively Market Your Online Payroll Services

At one hand, large organizations take care of payrolls of hundreds and sometimes thousands of their employees without a hitch. On the other hand, there are small businesses that struggle in keeping up with the payroll generation of even 10-12 employees. Many SMEs operate without full-time accountants and established HR departments and all such ventures …

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