A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by...
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![Page 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,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/1.jpg)
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
![Page 2: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/2.jpg)
Components of Growth
Adding new
clients
Keeping
existing
clients
Growing
revenue
![Page 3: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/3.jpg)
Top Issues for CPAs
![Page 4: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/4.jpg)
A Checklist for Growth
To Do List
Deliver high-quality work
Offer value-added services
Present a professional image
Improve responsiveness and
communication
![Page 5: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/5.jpg)
Streamlined Processes, Common Data
To Do List
Deliver high-quality work
Offer value-added services
Present a professional image
Improve responsiveness and
communication
üü
![Page 6: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/6.jpg)
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
![Page 7: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/7.jpg)
Customizable, Professional Client Communications
To Do List
Deliver high-quality workOffer value-added services
Present a professional imageImprove responsiveness and communication
üü
![Page 8: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/8.jpg)
Help Clients Manage Their DocumentsTo Do List Deliver high-quality work Offer value-added services Present a professional image Improve responsiveness and
communication
üüü
![Page 9: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/9.jpg)
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
![Page 10: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/10.jpg)
Manage Projects More Effectively
To Do List
Deliver high-quality workOffer value-added services
Present a professional image
Improve responsiveness and communication
üü
![Page 11: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/11.jpg)
Capture Time, All the Time
To Do List
Deliver high-quality workOffer value-added services
Present a professional image
Improve responsiveness and communication
ü
ü
![Page 12: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/12.jpg)
Enhance Client Relationships on the Go
To Do List
Deliver high-quality workOffer value-added services
Present a professional image
Improve responsiveness and communication
üü
![Page 13: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/13.jpg)
Explore Value-Added Services
To Do List
Deliver high-quality work
Offer value-added services
Present a professional image
Improve responsiveness and
communication
üü
![Page 14: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/14.jpg)
The Way Forward
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![Page 15: A Firm Growth Checklist – Improving Client Service and Profitability in the Cloud Hosted by Accounting Wed May 30, 2013 Presented by David Bergstein Director,](https://reader036.fdocuments.us/reader036/viewer/2022070306/5518d1a1550346b31f8b5d03/html5/thumbnails/15.jpg)
Visit CCHGroup.com/Axcess to see it in actionCall 800-739-9998 for more information
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