A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by...

A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud

Hosted by Accounting Wed

May 30, 2013

Presented by David Bergstein

Director, Strategic Relationships for CCH

Components of Growth

Adding new

clients

Keeping

existing

clients

Growing

revenue

Top Issues for CPAs

A Checklist for Growth

To Do List

Deliver high-quality work

Offer value-added services

Present a professional image

Improve responsiveness and

communication

Streamlined Processes, Common Data

To Do List





communication

üü

Accurate, Efficient Tax Returns, Every Time

To Do List

Deliver high-quality workOffer value-added services

Present a professional imageImprove responsiveness and communication

ü

ü

Customizable, Professional Client Communications

To Do List


Present a professional imageImprove responsiveness and communication

üü

Help Clients Manage Their DocumentsTo Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and

communication

üüü

Access Client Files in Seconds

To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and

communication

üü

Manage Projects More Effectively

To Do List



Improve responsiveness and communication

üü

Capture Time, All the Time

To Do List




ü

ü

Enhance Client Relationships on the Go

To Do List




üü

Explore Value-Added Services

To Do List





communication

üü

The Way Forward

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Visit CCHGroup.com/Axcess to see it in actionCall 800-739-9998 for more information

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A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by...

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