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Laura Lemco, AM, CVA, MBAPresident, Dealership Valuation Services
I was very thankful I participated in the Case Management webinar. What Nick shared from years of practice management will help us jump years ahead of where we are! Implementing his suggestions will help us be more effective as we grow.
Gregory M. Clark, CPA, CVA, MAFFManaging Member
“The report automation tool has helped save me hours on all my engagements. Allowing to me to prepare reports more efficiently and effectively. The project management tools ensure that I know where all my projects are at and what the last communication was with my clients. This allows me to spend more time with my family. When things come up outside of the office, I’m able to quickly reference my project and resolve the client’s questions.”
