Streamline Contacts Management for Accounting and Tax

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Hey guys, my name is Joey Thomas, entrepreneur and small business educator here with 17hats. In today's video, I have a question for you guys. How are you currently managing your clients? Now, do you find yourself having a lot of overdue invoices that are difficult to track? How about quotes that have not been accepted, or customer questionnaires that haven't been answered? Have you promised to send a contract only to realize days later that you completely dropped the ball and possibly lost a client? Well, you're not alone. Many small business owners and entrepreneurs find themselves in a similar situation as yours. Now, managing your contacts and all the associated tasks is one of the most critical and foundational things that you can do as a small business owner. Now, using sticky notes and paper invoices can only do so much for you. In today's electronic world, it's important that we all have these documents at our fingertips. And we need easy ways to look up our customer data no matter where we are. So with this in mind, today, I'm gonna be really specific about the CRM that I use to do all of this and it's an online platform called 17hats. If you're here, you know this is the 17hats channel. So let me tell you a little bit about it. 17hats can actually help you manage all of your contacts and associated documents in one place. And like I said, doing that is so critical, especially if you wanna grow your business and take some of that pressure, daily pressure off of you. So even if you don't take advantage of all the robust features that 17hats has to offer, such as online scheduling, workflows, and automation, in the very least, it becomes the hub to capture store and retrieve everything you need for every client. It even has a place where you can take notes for and log phone calls that you're having with them. I love that feature. So another feature I really love is the ability to use tags when creating a contact. This is a lifesaver for me. You can easily find any particular client by simply typing in the tag that you assigned when creating this contact. So there's even a feature when you can sort and filter by tag so you can group those clients together. Now, can you imagine trying to do this with paper. That's impossible. So imagine going through a file drawer and finding all the clients that booked in response to a particular mailer. How are you going to group all that together if you also want to keep everything by alphabetical order or the order in which you attain these clients? How about finding every client who was referred by a particular company or person? It's very difficult. Well, with tags those tasks are a breeze. So maybe you already have 17hats and just haven't had the time to dig in, or maybe you've been on the fence. But I promise you guys, just the contact management alone is worth every single minute you spend on it and every dime that you spend on it, it'll change the way you do business. So, again, if you're having trouble, just trying to keep track of your clients and finding their information, 17hats even has an app that you can download. It'll be with you all the time, and always accessible, guys. And with those notifications that pop up, you are always in the know of what's happening with your client. So don't let those invoice keep becoming overdue without you seeing it or quotes that are not being accepted without any follow ups or questionnaires that haven't been answered without follow ups. Jump in, add at least your contacts in and start assigning tags. You will love it. Well, that's all I have today, guys. It was a short video. I just wanted to remind you that you have something at your fingertips that can greatly, greatly help you. If you like this video, go ahead and hit the like button and subscribe to the 17hats channel. I'll be back with more videos just like this, guys. Talk to you later.