2min chapter

Jason On Firms Podcast cover image

361 Overcoming Fear When Changing Tech in your Firm

Jason On Firms Podcast

CHAPTER

Strategic Changes and Innovative Tools for Client Management

This chapter emphasizes the necessity of strategic changes in a firm to attract ideal clients and disengage from misaligned ones. It discusses innovative tools like Liveflow for enhanced bookkeeping and ClientHub for improved client experiences through a unique task management system.

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