by PracticePro 365 | Mar 27, 2024 | Blog
When it comes to assessing your organization’s overall productivity levels, a practice management system can prove to be an invaluable tool. A practice management system’s greatest asset to a professional services organization is that it structures data inputs to...
by PracticePro 365 | Mar 5, 2024 | Blog
Every day we hear from firms that their business is becoming more complex, with nearly all firms exploring new lines of business. While diversifying is always a solid growth strategy, it can however create a very difficult IT landscape with an ever-growing Tech Stack...
by PracticePro 365 | Oct 25, 2023 | Blog
Inside Public Accounting (IPA) recently named its top 50 Best of the Best Firms for 2023, and we’re proud to announce that our client, Templeton & Company, has made the list. But how exactly does a firm get named Best of the Best? IPA evaluates firms based on...
by PracticePro 365 | Sep 19, 2023 | Blog, Press Releases
September 19, 2023 — West Palm Beach, Fla. PracticePro 365™ helps CPA and other professional services firms across the country improve their productivity, grow revenue, and visualize their data from its unified Microsoft cloud platform. PracticePro 365 is pleased to...
by PracticePro 365 | Jul 25, 2023 | Blog
Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating relationships. To that end, every rainmaker has his or her “magic list.” Back in the day, that list of contacts was often kept in a...
by PracticePro 365 | May 23, 2023 | Blog
Cash flow is the lifeblood of professional services organizations. While cash may be king, the billing and collections process is often treated like a pauper from a technology standpoint. Within many firms, spreadsheets and manual systems are commonly used to bill...
