Skyrocket Your Firm’s Growth with Team Synergy
Many accounting firms operate in silos, sharing office space and a copier with their partners when what they really need to share are clients and opportunities. Successful firms practice interdependently, and as a result, broaden their service offering and command higher fees. When one CPA identifies a client need and refers that client to another CPA in the firm for that particular service, everyone wins.
As client relationships become more complex and one client might work with multiple accountants within a firm, it is essential that the right hand knows what the left hand is doing. When this happens, the result is team synergy—a state where 1+1=10 (or 100 or 1,000).
ABLE allows you to do this seamlessly. Facilitate team communication, share new opportunities, and provide superior service to your clients all within one easy-to-use CRM.
Is your accounting firm leveraging its CRM, marketing, and business development platforms for sustainable, profitable growth?
Learn how ABLE can help.