Firm Management Resources

As the economic uncertainty created by the pandemic continues, firms find themselves struggling to find new ways to stay relevant and attract new clients. Firms who build or grow their advisory practice by focusing on the value-add services critical to their clients will see greater long-term business success. 

Digital transformation and the pandemic have paved the way for the accounting profession. Firms have been enabled to adopt technologies that encourage a remote work environment while maintaining and improving productivity and collaboration.
With this adoption of technology, practice management and workflow automation tools, firms are becoming more automated, shifting the role of the accountant to that of a business advisor. Join our industry thought leaders, who will share the technologies they’ve adopted that contributed to the success of their CAS practices. 

One of the most important issues facing CPA firms is the growing client expectations... it’s no longer acceptable for a CPA to be simply react to a client requests. Clients expect their CPA to be proactive and provide value-added services, especially with the rapid legislation changes. 

Lisa Erickson and Mark McAndrew are joined by Michelle Ryan, Partner at Adams Brown, Michelle Walsh, Chief Operating Office at Edelstein CPA and Jim Toto Tax Partner at Sax, LLP as they share their best practices for delivering strategic advisory services and the benefits it can bring to your firm.

With greater visibility into projects and processes, firms can work more efficiently and create room for growth. CCH Axcess Workflow's browser-based interface offers a modern user experience from almost any computer, and integration with the CCH Axcess platform provides key workflow functionality across multiple areas within a firm. Increase capacity and free up more time to focus on what matters most by streamlining processes and eliminating administrative hassles enabling staff to access key information in real-time when a client calls, or when a key stakeholder needs a status update.