Monday, January 27, 2020

Creating an Advisory Workflow in the Cloud

Creating an advisory workflow in the cloud is the second pillar common to leading firms on the journey to create their ideal practice. Check out @jimatintuit's ideas for creating your #advisoryworkflow.

Creating an Advisory Workflow in the Cloud

In this case study by Jim Buffington, CPA, discover how Marc Berger, CPA, relies on the cloud for workflow and advisory services.
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