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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,

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Presentation on theme: "A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,"— Presentation transcript:

1 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

2 Components of Growth Adding new clients Keeping existing clients Growing revenue

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

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

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

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

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

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

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

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

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

14 The Way Forward 14

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

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