CCH Axcess™ iQ Helps Heymann, Suissa & Stone, P.C., Provide Proactive Service
The first time Daniel Suissa heard about CCH Axcess™ iQ in 2018, he was already impressed by its capabilities. As a managing partner at Heymann,…
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5 signs your firm can add value for clients
If your firm wants to grow, you have to move beyond basic compliance and commoditization to high-value consultative services. Those are the services clients really…
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Accounting firm business intelligence – 4 unexpected benefits
Firms are drowning in data. There’s data on profitability and productivity, client satisfaction and marketing effectiveness—and even more data on how those things tie together.…
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How data analysis leads to actionable intelligence
In the digital age, there’s no shortage of data. But there’s not much benefit to collecting data if you’re not leveraging it. With today’s customizable…
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Take advantage of technology to understand your clients better
In these uncommon times, it’s common sense that your clients are relying on you for financial advice. To ensure that they feel heard, it’s important…
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How one firm provides premier client service with CCH Axcess™ iQ
Allen Kutchins, CPA, is proud of the unique office atmosphere he’s created in his firm. There’s a theater-style popcorn machine, flexible hours, and a commitment…
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Tax Season Marketing 101: Referral Incentives
Keys to creating a winning referral program According to a recent survey done by Accounting Today, client referrals are still the number one source of…
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New Strategies for Data Analytics & Business Intelligence webinar helps even non-techies leverage data
We have more computing power in our hands than ever before in history. But with this growing amount of data come many questions about how…
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Five new CCH Axcess iQ events prompt new service opportunities for your firm
With the increasing commoditization of compliance services, fewer people think they need a tax professional simply to prepare a return. Added to this, DIY tax…
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Data-Based Marketing – a 4-step strategic plan
Firms don’t always consider technology in their strategic planning process, but that’s a mistake. If you’re looking to update your strategic marketing plan, look at…
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