Category: Productivity

Efficient marketing for accountants and bookkeepers – Month of Marketing Q&A with David Cristello

How can you streamline business processes, reduce the amount of time it takes to complete tasks and improve productivity? In this Month of Marketing session, you can ask David Cristello of Jetpack Workflow anything about marketing tech & workflow. David is the Founder of Jetpack Workflow, a cloud-based client management system designed to remove those …

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4 Practical Steps to Transforming Your Practice (webinar series with Practice Ignition, Receipt Bank & Fathom)

Join Bizink, Practice Ignition, Fathom and Receipt Bank for a free webinar series on how to transform and grow your practice. Each free webinar will focus on actionable steps to improve your practice in a specific area. Full details on the sessions are below. Don’t worry if you can’t make all events. We’ll make sure all …

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CRM review & what we use

You probably keep track of client data with practice management software. But what about prospects and deals?       When it comes to sales and marketing, practice management software often comes up short. Lots of the firms we speak to also use Customer Relationship Management (CRM) software to manage their sales pipeline.