Chris James, JD, of James Management Group, along with Christopher Picciurro, CPA/PFS, MBA, ARA, of Integrated Financial Group, discuss the importance of using the cloud to manage all client services and seamlessly connect the dots to meet customer expectations. If you’re looking to reduce the amount of administrative work for your clients, they explain how the cloud saves time and adds value to your business.
Editor’s note: This video was originally published on Insightful Accountant.
