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Accounting Software, Client Write-Up Software
Dec 10, 2019

EOY Client Write-up Do’s and Don’ts

The end of a year brings with it housekeeping both real and metaphorical. In the accounting profession, perhaps no housekeeping task is viewed with as much disdain as EOY client write-ups. Since time immemorial, accountants have spent the close of the year waiting as patiently as possible for clients to deliver reams of unorganized receipts, […]
Client Write-Up Software
Dec 19, 2018

End-of-Year Client Write-Ups

A decade or two ago, the vast majority of accounting professionals and CPA firms would’ve ranked client write-ups among their most dreaded tasks, especially those of the end-of-year (EOY) variety. When done right, they can provide a client with a snapshot of the previous year in order to help them make better decisions for the coming one.
Cloud Software
Dec 13, 2017

Cloud Software to Ease EOY Client Write Up Pains

The headaches of end of year client write up clients will commence, but one thing should be clear to every firm: client expectations have changed. Not only are cursory, manual monthly client write-ups no longer enough to maintain a strong relationship with your clientele, in today’s rapid marketplace, they simply take too much time to turn much of a profit.