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Why accounting firms need a CRM

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Before starting this self study program, please go through the instructional document.


  • Define a CRM system.
    2 mins
  • Describe the history of CRMs.
    3 mins
  • List 3 reasons why an accounting firm should use a CRM.
    7 mins
  • List 5 ways to use a CRM in an accounting firm.
    13 mins
  • Define 5 considerations when choosing a CRM.
    27 mins

Course Description

If you are working as an accountant, you need to use a variety of accounting programs daily. However, accounting software is mostly focused on numbers, while your job includes more responsibilities. 

With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. 

Implementing a CRM in an accounting firm can be the secret to both growth and retention. 

CRMs can manage everything from the pre-sale process through the client experience while they work with the firm. 

Unfortunately, not all accountants understand all the benefits of CRM tools for their business. If you are one of those still thinking that CRM solutions are only for marketing professionals, you are mistaken.

Having a system in place to manage your processes not only helps automate the process so that nothing falls through the cracks, but also can provide insight and data into your clients and prospects to drive greater efficiency in the firm.

Customer experience is paramount and to develop relationships you need to know where each customer is on their journey.

That’s why a good CRM system not only saves time and brings efficiencies but can also help manage relationships.

This CPE webinar by Ty Hendrickson will provide you with complete information on how to use a CRM to provide better client service or to manage business development pipelines and forecasts.

Learning Objectives

  • To define a CRM system.
  • To describe the history of CRMs.
  • To list 3 reasons why an accounting firm should use a CRM.
  • To list 5 ways to use a CRM in an accounting firm.
  • To define 5 considerations when choosing a CRM.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA