Archive for August 2023

Too often the role of finance in customer experience is undervalued or misunderstood, but the finance team has a critical role in customer success. It’s not just limited to the buying stage of customer transactions but starts long before a customer engages. Consider this: It costs companies six to seven times less to retain a […]

Over the past few weeks, I’ve published several blogs about some of the shortcomings of QuickBooks. In this post, I’m summarizing some of these and offering you convenient links if you want to dig into any of these topics. QuickBooks: What Its User Say Two recent surveys of current QuickBooks users help define some of […]