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MARGIN ENGINEERING BLUEPRINT
Automating Client Servicing in Accounting Practices
- 10 applications in the average accounting practice;
- 41% describe the stack as fully integrated;
- 5+ hours a week, per person, go into moving data between tools before any client work begins;
This blueprint sets out where those hours go, why utilization and realization cannot show them, and what it takes to enter a client once and have the record stay right everywhere else.

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