Executive Summary A 50-person CPA firm in Los Angeles, transformed their operations through a strategic partnership with Aurnex USA and implementation of Zoho’s integrated business solutions. The result was a stunning transformation – 30 hours saved weekly, 40% cost reduction, and tripled client capacity while maintaining pristine quality standards. The Challenge Partner at the CPA...
Table of Content 1. Why Custom CRM Matters for CPA Firms 2. Essential Zoho CRM Customizations for CPA Firms 3. Benefits of a Customized CRM Approach 4. Implementation Best Practices 5. Detailed Implementation Strategies 6. Measuring Success In today’s competitive accounting landscape, managing client relationships efficiently is crucial for CPA firms. While Zoho CRM offers...
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8 The Green, STE A Dover, Delaware 19901 USASuite 4496 Unit 3A 34-35 Hatton Garden Holborn London EC1N 8DX UKLevel 1 470 Collins St, MELBOURNE, VIC 3000 AUS1024 Gala Empire, Drive In Rd, Ahmedabad, Gujarat 380052 INDIAJoin Our Newsletter
OUR LOCATIONSWhere to find us?
8 The Green, STE A Dover, Delaware 19901 USASuite 4496 Unit 3A 34-35 Hatton Garden Holborn London EC1N 8DX UKLevel 1 470 Collins St, MELBOURNE, VIC 3000 AUS1024 Gala Empire, Drive In Rd, Ahmedabad, Gujarat 380052 INDIAGET IN TOUCHAurnex Social links
