Accounting firms can tackle scope creep by measuring, tracking and anticipating performance metrics, then adjusting value pricing during renewals.

Many small businesses struggle to harness data to focus sales and marketing, but don’t know their accounting platform has the data they need to generate four key metrics.

Many small businesses struggle to harness data to focus sales and marketing, but don’t know their accounting platform has the data they need to generate four key metrics.

Three ways you can use customer intelligence to stay current on customer activity, prioritize key customers and anticipate future opportunities.

Use customer intelligence to anticipate problems before they happen and uncover the customer stories and insights trapped in your accounting software.

Analysis Of Quickbooks And Xero Data highlight the problem and opportunity for accountants and RevOps It’s no surprise that small business managers tend to focus on growing sales to build their businesses. But it is a surprise that many managers …

The automatic grouping of customers into segments like Champions or Give Attention helps small businesses tailor sales and marketing to fit their best customers and the ones they risked losing. We improved results by boosting the importance of sales and payment momentum.

Due to the rising importance of analytics and data science to boost customer intelligence and grow customer value, much derided accounting data are turning out to be some of the most valuable assets owned by small businesses. Now SMBs are combining cloud accounting systems with new tools that don’t require teams of data scientists.