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      • Accounting Research and Standards Implementation
      • Audit Preparation and Support
      • Finance Effectiveness
      • IPO Readiness and Support
      • M&A Transaction Support and Accounting
      • Part-Time and Interim Accounting Roles
    • Capital Advisory
    • Forensic Accounting, Business Valuation, and Litigation Support
      • Business Valuation
      • Forensic Accounting
      • Litigation Support
      • Tax Advisory
    • Internal Audit
      • Construction Audit
      • Enterprise Risk Management
      • Fraud Assessment
      • IPO Readiness
      • IT Compliance
      • Operational Reviews
      • Outsourced / Co-sourced Internal Audit
      • Process and Systems Optimization
      • SOX Compliance and Controls Evaluation
    • IT Advisory
      • Disaster Recovery and Business Continuity Planning
      • IT Change and Project Management
      • IT Controls & Governance
      • System Requirements & Selection Services
    • Risk Management and Compliance
      • Financial Crimes Compliance
      • Privacy and Data Protection
      • Regulatory Compliance
      • Securities Forensics and Litigation Support
      • Technology Risk Management
  • Why Choose DLA
  • Insights
    • Articles
    • News
    • Events
  • Careers
  • Contact Us

Behind the Scenes: A More Organized CRM

Home > Archives for melissa.bevilaque@dlallc.com

Behind the Scenes: A More Organized CRM

Capital Advisory & RestructuringBy melissa.bevilaque@dlallc.comFebruary 11, 2021

“Customer Relationship Management (CRM)” platforms are only valuable if they are well organized and easy to access. At DLA Capital, our proprietary CRM platform enables us to easily launch targeted marketing campaigns and personalizes our relationships with investors, referral sources, and other potential clients.

DLA’s 20th Anniversary – A Letter and Special Thank You From David Landau

NewsBy melissa.bevilaque@dlallc.comJanuary 21, 2021

As I sit back and reflect on the last 20 years, I cannot help but think about the day I started DLA, then appropriately named Early Stage Solutions. It was January 22, 2001,

Recent Insights

Gift & Estate Taxes

March 4, 2021

Our valuation engagements for estate and gift tax purposes have included a wide variety of business and financial interests....
Read More »

Coming Soon: Changes to Income Tax Reporting

March 2, 2021

In December 2019, the Financial Accounting Standards Board (FASB) issued an updated accounting standard that simplifies the complex income tax accounting requirements. Here are the details....
Read More »

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