Firm Increases Billable Time with Results CRM
THE BACKGROUND: Profitable Accounting
Profitable Accounting serves the accounting and bookkeeping needs of small businesses. The company helps small business run more professionally, efficiently and confidently. Their three main services include QuickBooks Services, Tax Services and Business Services.
Unsatisfied with Previous CRM.
time and bottom line.
FAVORITE RESULTS FEATURE
Profitable Accounting uses the QuickBooks Integration module to streamline their internal processes. This module allows them to Export Results Timesheets, Products, and Contacts into QuickBooks. The organization has saved time on double-data entry. Providing visibility of each client’s billable time has allowed them to focus on billable hours and increase their income.