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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.