Case study: A deliberate approach to accounting firm growth

How are changing client expectations affecting the firm?

Growing firms often need to adjust their strategies to meet changing client expectations. To attract new clients, they need to offer services that clients value, with staff that clients trust. For Landmark, the efficiency of integrated CCH Axcess solutions has helped streamline their tax processes so that they have time and resources to provide higher-level services.

“I think one of the challenges in the industry as a whole is that it's become more of a commoditized business,” says Frisch. “And I think that we're ultimately having to change to be able to show our clients that we're providing more of a consultative type service… So they're ultimately seeing value in the services that we're providing.”

How does the firm’s technology enable growth?

With 6 locations across Arizona and Arkansas, Landmark benefits from centralized data in the cloud. The centralized Staff Manager module enables them to easily add and manage staff information, and the centralized data helps ensure consistency across the firm. As the firm has grown, CCH Axcess has scaled up to meet changing needs and additional staff.

“The technology is very scalable,” Frisch explains. “As we grow and it grows with us over the years, it's becoming more and more capable. And as we add new employees, it's very easy to add on. From a licensing standpoint, you call, you get your new licenses, and you're off and running. So it's very simple.”

How is the firm attracting and retaining staff?

Like other growing firms, Landmark has to compete for the best staff. According to Frisch, “On the staffing side of things, like all firms today, we have challenges finding people, and certainly the right people.” Still, the firm doesn’t want to hire just anyone. He says, “We want good people. And one of the things about the technology is that it allows us to be anywhere, and ultimately still work together.”

With cloud-based software, Landmark can offer more flexible working arrangements to attract and retain great staff. Staff can work remotely when needed, and the added efficiency helps everyone get their work done faster.

Whether you’re connecting a multi-office firm or managing remote staff, cloud-based software can help bridge the gaps. With CCH Axcess Tax, firms can create an efficient end-to-end tax process to maximize growth.