Presented by David Bergstein Director, Strategic Relationships for CCH
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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
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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. Top Issues for CPAs. A Checklist for Growth. To Do List - PowerPoint PPT Presentation
Transcript of Presented by David Bergstein Director, Strategic Relationships for CCH
A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud
Hosted by Accounting Wed
May 30, 2013Presented 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
Deliver high-quality work
Offer value-added services
Present a professional image
Improve responsiveness and
communication
üü
Accurate, Efficient Tax Returns, Every Time
To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication
üü
Customizable, Professional Client CommunicationsTo Do List
Deliver high-quality work Offer value-added services Present a professional image Improve 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 EffectivelyTo Do List
Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication
üü
Capture Time, All the Time
To Do List Deliver high-quality work Offer value-added services Present a professional image
Improve responsiveness and communication
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Enhance Client Relationships on the GoTo Do List
Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication
üü
Explore Value-Added Services
To Do List
Deliver high-quality work
Offer value-added services
Present a professional image
Improve responsiveness and
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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