10 tools for professional services firms | Valuation I Bahut Soch Kar Kya Hoga
10 tools for professional services firms
In our professional services firms,we've found 10 tools that keep our ship sailing smoothly:
Google Taskboard: Keeping my and the team's to-dos in check, one task at a time
Sticky Notes: My digital memory palace - allows you to dump the mental workload of taks
Basecamp: Allows project management in a seamless manner - collating documents, ranging from Engagement Letters to Final Reports to Invoices in a single place, instead of being cluttered over emails - complete traceability of work done
Slack: Where our virtual water cooler conversations happen - very effective for conversations
Screenshot Monitor: No matter how sincere you are, accountability is the secret sauce in remote work, this acts like a moral check
Clockify: Allows tracking of time spent on projects - and profitability analysis
Zoho Invoicing: Making invoicing simpler and filing GST returns faster
Zoho CRM: Allows recording of the numerous interactions for business development - often conversations get lost and thus this is even more critical
OBS Studio: Helps record high resolution content for the recordings - enabling sending samples to clients
Fireflies: An AI sidekick in meetings, making transcript
Valuation
w.r.t. Valuation Reports, there exists a lot of confusion about exact requirements as per the statute
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