CPA Firms

Maybe there’s some gaps in your data or business processes. I can help fill the gaps and work with your firm to devise strategies to accurately collect and leverage this valuable asset. 

• Does your firm use CCH® ProSystem fx® Practice Management or CCH Axcess™ Practice? 
• Are you tired of waiting for the clunky reporting module? 
• Do you want to see information instantly, from anywhere in the world - easily?
• Does your firm rely on a person to compile information from CCH as well as other sources to provide a complete picture of the whole business?
• Does your firm value timely, accurate, and easily accessible information?
• Would you like to leverage your data to make decisions about how to efficiently run your firm, your marketing effectiveness, factual information about the value of individual clients, objective information about staff productivity, financial efficiency, and other key areas?
• Are you tired of boring, multi-page PDFs (or paper) reports that don’t mean much?

                                               If you answered yes, I can help you!