17 hours agoExplain the process of conducting a business health check?Conducting a business health check typically involves the following steps: Define the scope and objectives of the health check: Determine what areas of the business you want to assess and what you hope to achieve through the health check. Gather data and information: Collect data on various aspects of the…Business1 min readBusiness1 min read
Published in Easycloudbooks.com·Mar 8Unleashing the Power of Client Portal Feature in Easycloudbooks for Chartered AccountantsAre you tired of spending endless hours chasing clients for information and updates? Do you wish you could streamline communication and collaboration with your clients while improving their experience? Look no further than Easycloudbooks’ client portal feature. At first glance, a client portal may seem like just another tool in…Client Portal2 min readClient Portal2 min read
Published in Easycloudbooks.com·Mar 7The Cost of Inaccurate Invoicing for Chartered AccountantsDid you know that inaccurate invoicing can cost chartered accountants thousands of rupees in lost revenue and client disputes? Invoicing errors and omissions can happen easily, especially when relying on manual data entry and a lack of invoice tracking systems. …Chartered Accountants2 min readChartered Accountants2 min read
Published in Easycloudbooks.com·Mar 3From Struggling to Thriving: How Easycloudbooks Changed the Game for M/s. Diddi & Co.Introduction — As a Chartered Accountant in India, you understand the importance of managing your clients’ fees billing and collection process. However, the manual process can be time-consuming, complicated, and prone to errors. M/s. Diddi & Co., a small Chartered Accountancy practice, faced these challenges and struggled to keep up with their…Easycloudbooks2 min readEasycloudbooks2 min read
Published in Easycloudbooks.com·Feb 26Customize EasyCloudBooks to Meet Your Practice’s Unique Needs with Company Custom FieldsDid you know that EasyCloudBooks has a new feature that allows you to customize the information you want to store related to clients? Company Custom Fields is a powerful new tool that lets you tailor your data storage to your practice’s unique needs, so you can manage your clients more…Practice Management3 min readPractice Management3 min read
Published in Easycloudbooks.com·Feb 24Solving the Top 3 Billing and Collection Problems of Chartered AccountantsAre you a chartered accountant struggling with billing and collections? You’re not alone. These processes can be complex and time-consuming, leading to delayed payments, inconsistent cash flow, and inefficient collection processes. …Billing Software3 min readBilling Software3 min read
Feb 11Why Chartered Accountants are Choosing Practice Management SoftwareChartered Accountants are embracing technological solutions to improve their productivity, streamline processes, and enhance their client management. One such technology solution is practice management software. …Chartered Accountants3 min readChartered Accountants3 min read
Published in Easycloudbooks.com·Feb 4Streamlining Client Management for Chartered Accountants: An Introduction to EasyCloudBooksRevolutionize your client management process with EasyCloudBooks. Are you tired of manual client management tasks that eat away your precious time and energy? Do you feel overwhelmed by the numerous files you have to go through to get client information? If your answer is yes, then you need EasyCloudBooks.Client Relationship4 min readClient Relationship4 min read
Published in Easycloudbooks.com·Feb 2Streamline Your Client Onboarding with EasyCloudBooks: A Game-Changer for Chartered AccountantsHave you ever found yourself drowning in a sea of endless paperwork and manual processes while onboarding new clients? Well, you’re not alone. Many chartered accountants struggle with the client onboarding process, juggling multiple tasks and dealing with scattered data and disorganized workflows. But what if we told you that…Client Onboarding4 min readClient Onboarding4 min read
Published in Easycloudbooks.com·Feb 1“Unleashing the Power of a Streamlined Prospect Management Process: A Game Changer for Chartered Accountants”Picture this: You’re at a networking event, sipping a cup of coffee, and suddenly a prospect walks up to you. You have a great conversation, exchange business cards, and part ways. A week goes by, and you realize that you haven’t followed up with them yet. You scramble to find…Prospects3 min readProspects3 min read
