I authored a brief article on the Intuit Accountants Blog.
Here's a brief excerpt:
Like most accountants, the centerpiece of my busy season boils down to a simple client list. The key to success revolves around my ability to manage the thousands of hours of work the client list represents. So, every year, I look for new and better ways to manage “the list.
Here is “a” list of criteria I use to evaluate the container or platform of “the list.” Ask the Five Ws and How: