Square’s client management tools will help your business run more smoothly and efficiently by reducing paperwork and time spent on administrative needs (Square Inc.)
They say workers are only as good as their tools. It’s an adage that holds true for almost any profession—but is especially apt when it comes to the tools you depend on to operate your accounting practice.
The day-to-day management of invoicing, estimates, scheduling, payment processing and much more can quickly become a costly juggling act that takes time away from serving your clients.
Whether you’re running your own firm, or are a CPA looking to establish your own practice one day, choosing the right platform to perform these tasks—like choosing the right tools—matters.
That’s where Square comes in. Square is a comprehensive ecosystem of products and services that streamline all elements of managing your professional services business into one easy-to-use platform.
“We believe CPAs should be in control of their business,” says Jesse Lopez, product marketing manager for Square Invoices, one of Square’s many utilities. “They should be able to run and grow their business with tools that serve their needs, not the other way around. Our tools are aimed at improving cash flow, reducing paperwork and improving client satisfaction—all essential priorities of a professional services practice or firm.”
Square’s broad set of customizable instruments are seamlessly integrated and ready to handle your business needs—all from your Square dashboard. Generating a sales pipeline? Use Square Estimates. Booking client meetings? Hello, Square Appointments. The Square Customer Directory—Square’s free CRM management system—allows you to use real-time reporting tools to make better business decisions. With Square Payments you can request, accept and collect any payment from any device or delivery method, ensuring that you are paid quickly. All of which leaves more room to grow your client base and increase revenue streams.
Square’s client management tools will help your business run more smoothly and efficiently by reducing paperwork and time spent on administrative needs. “We all know the most valuable asset for any professional is time,” says Lopez, “Time to think, plan and grow their client base and provide the best client service possible.” Square also integrates with your existing accounting software.
Square’s customizable features can be adapted to your business, whatever its size. Any CPA practice or firm can easily start accepting payments from Square’s mobile POS or request payments from their cloud-based invoicing software via email, SMS or payment links. You can also collect payments over the phone from Square’s browser-based virtual terminal. All of these payments flow through one system and customer data is automatically saved to ensure business owners can easily track and manage their clients.
As any successful CPA business owner can attest, the ability to streamline estimates, invoices, payments, client management and reporting in one place can be invaluable. As Lopez puts it: “Square takes care of business so you can take care of clients.”
Getting started is easy. Sign-up is fast and free with no commitments or long-term contracts. For more, visit square.com/go/professionals.