Julie O'Connor

A Client Success Consultant at CLIENTSFirst Consulting, Julie O’Connor helps professional services firms and other organizations successfully select and implement CRM and eMarketing systems to maximize value, adoption and return on investment. 

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

request guide

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Forward Thinking
Forward Thinking