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Embrace automation in client relationship management within the realm of bookkeeping. Showcasing how Stephanie Marshall MICB PM.Dip uses the CRM software she created to automate repetitive tasks, manage client communications, and increase efficiency giving you more time for strategic financial analysis and more profitable services like advisory.
We look forward to seeing you all there.
Live Transcription for Zoom is available, please ask your Branch Chair to activate this function for you.
Branch Webinars are free of charge
The Zoom link will be sent to you in a separate email titled 'Aberdeenshire Branch Meeting Log-In'
Branch Meetings are not recorded
ICB Branch meetings are organised by members for members
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