Pipeline management Archives | Page 2 of 2

Build Your Pipeline

January 27, 2020August 20, 2017 by Wendy Whiteford

Accounting client relationship management is the key to building your pipeline.

New business development is the lifeblood of successful firms. With ABLE, you always know the state of your Pipeline and Prospect relationships.

Be AccountABLE

January 27, 2020August 13, 2017 by Wendy Whiteford

Develop teams that are accountable with the help of a CRM system

Many CRMs have functionality to drive your team to become more accountable. As ABLE is designed for CPAs, its accountability tools will benefit your firm.

Go for Launch

November 16, 2017July 29, 2017 by Wendy Whiteford

CPA firms must evolve to deal with today’s challenges now. In five or ten years, it will be too late. What action is your firm taking today to be ready for tomorrow?