Your complete accounting firm systems manual

Streamline your practice with our industry leading suite of workpapers, tools, templates and resources for accounting firms.

With a vast suite of tools and resources designed to improve efficiency, accuracy and client satisfaction, our Business Fitness Content Suite provides a comprehensive solution for optimising your accounting practice operations.

Perfect for smaller firms that need to get up and running quickly, establish best practice, maintain consistency of work and onboard and train staff with minimal time and effort. The content suite includes:

  • electronic workpapers
  • specialised calculators
  • templated letters
  • detailed procedures
  • client newsletters
  • and much more

Available through CCH iKnowConnect Practical Tools and CCH iFirm

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Supporting business needs
Our content suite is designed to support your unique business priorities.

Streamline compliance work

Streamline your annual accounts workflow, with client questionnaires/checklists to gather client information, workpapers integrated with your GL to prepare annual accounts, and tax calculators to pull the figures together.

Prepare for the annual client meeting with financial reporting letters, KPI reports from the workpapers, and branded giveaways like the tax payment wall-planner.

Grow your business

Recruiting new team members is expensive and time consuming. Help them hit the ground running with step-by-step procedures, checklists, scripts and templates for communicating with clients.

Don’t be the only one in the firm who can answer client queries. Equip your team to deal with frequently asked questions. Make the most of lean resource, ensure consistent quality and empower your team to grow your brand and market presence.

Quality control

Ensure your practice is resilient with engagement templates, policies, and systems for quality management.

Ensure your practice is prepared and audit-ready should you be subject to a practice review.

Expand your service offerings

Engage clients with compliance and business advisory newsletters.

Promote your business development services with coaching guides and calculators.
Access our CCH Business Fitness content via our award-winning workflow software CCH iFirm or CCH iKnowConnect

CCH iFirm

Integrated cloud software enabling workflow efficiencies for your firm.

Supporting the end-to-end workflow of an accountant including jobs, billing, workpapers, client accounting, tax and client communications.

Learn more about the Business Fitness solution on CCH iFirm.
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CCH iKnowConnect

Trusted tax content, curated by tax experts

CCH iKnowConnect delivers expert content with real world examples and direct access to source materials, all in one convenient place.

Learn more about the Business Fitness solution on CCH iKnowConnect
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Elevate your firm marketing

With Wolters Kluwer content and the BOMA digital marketing solution, it’s easier than ever to share quality content via email, social media, blogs or advertising to elevate your marketing. You get access to a content library field with customisable, ready-to-share articles, including our Business Fitness premium content. Visit the BOMA website to register for a 14-day free trial.

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Learn more about CCH Business Fitness New Zealand
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