From several years, Templeton & Co. has had a stronger interest in customer relationship management software than do most firms. That’s because Templeton, which has a strong traditional practice also has an active reselling and development arm and marketed its on CRM of Professional Services, built on top of Microsoft’s Dynamics CRM. The problem was there weren’t a lot of takers.

Among social media channels, LinkedIn is still considered the most helpful to building business because it retains a more professional demeanor than Facebook and Twitter, while offering a number of built-in tools to connect with like-minded colleagues.

A CITP (Certified Information Technology Professional) is a CPA who is credentialed by the American Institute of CPAs as an information technology professional. There are 1,600 individuals who hold this credential, which means they are recognized for their unique ability to bridge between business and technology and they have achieved a combination of IT-related certifications, degrees, continuing education and business experience providing them with a wide range of documented IT competency.