The CPA Advisory Show

Practice Management Software vs. Ticketing Software For Firm Management

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In this episode of the podcast, Jeremy and Chris talk about their different approaches to workflow management, capacity management and engagement management. The key takeaways from the episode are:

  • · How ticketing software can be used to manage the workflow of a firm.
  • · What is practice management software?
  • · What’s the difference between practice management software and project management software?
  • · The importance of tracking the history of client engagements – digitally!
  • · How these platforms can help you share information across the team
  • · Are we still using email or are we using one of these other systems?
  • · How does the month end close tie into the practice management system?
  • · What analytics are important to layer on a project/workflow management system?
  • · How does a CRM system fit into a firm management software ecosystem?
  • · How important is integrated data within a firm?


    • Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA