Category: Analytics
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The #1 Metric Accounting Firms Forget to Track (Hint: It’s Not Revenue)
The Numbers That Actually Matter for Long-Term Growth Walk into any accounting firm and ask about their key performance indicators. You’ll hear about revenue per client, number of returns filed, realization rates, and profit margins. All important numbers. But here’s what you won’t hear about: how many of their tax clients also use bookkeeping services. Read more
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How to Measure Customer Relationships (with a CRM)
You have to admit that when you hear the term CRM, you subconsciously think of technology. But let’s not forget that CRM stands for Customer Relationship Management and it starts and ends with the customer. While a CRM system is an incredibly powerful tool, success depends on how you use it. If you’re not measuring Read more