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434 My Firm Stopped Using Intuit Products - Here's What Happened Next

Jason On Firms Podcast

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Empowerment through Change: Transforming Client Service After Transitioning Software

This chapter explores a firm's shift from Intuit's QuickBooks to Xero for their bookkeeping needs, revealing unexpected client indifference regarding the software change. The transition not only enhanced their service delivery model but also empowered the firm to embrace a leadership role in guiding clients toward improved practices.

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