A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,

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Presentation transcript:

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

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

Customizable, Professional Client Communications To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication

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

Access Client Files in Seconds To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication

Manage Projects More Effectively To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication

Capture Time, All the Time To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication

Enhance Client Relationships on the Go To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication

Explore Value-Added Services To Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and communication

The Way Forward 14

Visit CCHGroup.com/Axcess to see it in action Call for more information 15

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