Client Relationship Management (CRM) platform for sole practitioner

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Two years ago I wrote a short product review article for CPAs on the topic of Client Relationship Management Software (CRM) that was based on my own experience trying to find a suitable platform for my own sole practitioner financial advisory business. The article titled Tech Product Review: Client Relationship Manager (CRM) Software was published […]

We probably shouldn’t be saying “online security”

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This is an email I sent to a person at my CPA association that handles industry publications. “May I propose coverage of a hot industry topic that seems to deserve more attention than it is getting: “Online security”, particularly with regard to the Microsoft Exchange platform and Google Doc platforms used by so many CPA […]