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7 Ways to Support More Clients in Less Time, Using the Cloud

July 23, 2015

The cloud has created an unprecedented opportunity to achieve scalable growth for advisory practices. The biggest bottleneck for advisors trying to scale their practice is manual work. This can include chasing down documents from clients, doing manual data entry or going to your client's office. Firms of the future will minimize manual work to support more clients and focus on higher paying work. To do this, you need to build systems for clients to get documents to you and let software do the heavy lifting.

In this webinar, you'll learn how to:

  • Automate small business bookkeeping to support more clients
  • Stop chasing bills and statements and take control of your time
  • Auto-sync key financial docs (and their data) to cloud accounting
  • Setup automatic audit-proofing for your clients

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