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Presented by David Bergstein Director, Strategic Relationships for CCH

This checklist webinar explores strategies to improve client service and profitability for CPAs in the cloud. Learn key areas like high-quality work, value-added services, professional image, and improved communication. Discover how to streamline processes, enhance client relationships, and explore value-added services. For more information, visit CCHGroup.com/Axcess or call 800-739-9998.

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Presented by David Bergstein Director, Strategic Relationships for CCH

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  1. A Firm Growth Checklist – Improving Client Service and Profitability in the CloudHosted by Accounting WedMay 30, 2013 Presented by David Bergstein Director, Strategic Relationships for CCH

  2. Components of Growth

  3. Top Issues for CPAs

  4. A Checklist for Growth To Do List • Deliver high-quality work • Offer value-added services • Present a professional image • Improve responsiveness and communication

  5. Streamlined Processes, Common Data To Do List • Deliver high-quality work • Offer value-added services • Present a professional image • Improve responsiveness and communication ü ü

  6. 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 ü ü

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

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

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

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

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

  12. 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 ü ü

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

  14. The Way Forward

  15. Visit CCHGroup.com/Axcess to see it in action Call 800-739-9998 for more information 15

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