Our Process

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According to Dun & Bradstreet's Accounts Receivable Industry Report, up to 23% of clients in the accounting and legal industries pay 30 to 90 days late, with 5.6% delaying payments beyond 91 days. 

• Inconsistent Data and Messaging – Caused by human error, leading to discrepancies.
• Client Payment Delays – Resulting in cash flow disruptions.
• Restricted Access to Working Capital – Limiting growth and operational flexibility.
• Lack of Real-Time Financial Insights – Hindering informed decision-making.
• Employee Frustration – Driven by repetitive and tedious manual tasks.
• Limited Focus on High-Value Projects – Due to time-consuming low-priority work.

• Minimize Lag Between Work and Payment – Decrease lockup days and accelerate cash flow.
• Enable Real-Time Visibility and Accurate Forecasting – Gain better insights into financial performance.
• Enhance Customer Relationships – Improve communication and build stronger, more reliable connections.

• Generates Long-Term ROI – Own the solution outright with no ongoing monthly fees, providing continuous returns.
• Tailored to Your Needs – Fully customizable to fit your firm’s unique requirements.
• Data-Driven and Reliable – We prioritize your data, ensuring smooth deployments by collaborating with your firm to optimize CCH Axcess.
• Trusted by CPA Firms – Proven solutions designed specifically for CPA firms using CCH Axcess for data, reporting, and automation.