Client Accounting Suite Premier: Earn Revenue Year-Round

Client Accounting Suite PremierEarn Revenue Year-Round

The Problem with Do-It-Yourself Clients

You can’t be replaced by software.

Easily-available accounting software makes bookkeeping more accessible for the average business client. However, the average business client does not have an accounting background.

The result is that many business owners are relying on unreliable financial data. And when tax time rolls around, they will expect you to fix it.

Your clients need the services of a professional year-round to help them organize and interpret the variety of financial information in their businesses.

©2014 CCH Incorporated and/or its affiliates. All rights reserved.

The Return of Client Accounting

Moving beyond the transactional relationship

Many firms have avoided client accounting work, thinking it is a low-profit practice area that will distract the firm from more high-value engagements.

However, expanding your client accounting services can help attract new clients and deepen your relationship with your existing tax-only clients.

Lasting Client Relationships

Write Up

Accounts Payable

Accounts Receivable

Live Payroll


46% of small business owners reported they do not work with an accountant.

An additional 25% see an accountant only once a year at tax time or when they have a specific question.

These Businesses Need Your Help

Source: http://www.godaddy.com/news/article/small-business-owners-not-taking-advantage-of-technologies-that-save-time-money-during-tax-time.aspx


How Many Times Have You Thought…

The costs add up…

When you see your clients only once a year, you are much more limited in how much you can help. Your clients miss opportunities to benefit from your professional accounting expertise, and their perception that your services don’t add value is reinforced.

Additionally, the work needed to fix an entire year’s worth of common bookkeeping errors makes tax time even more chaotic than it needs to be. Any time you might have had to advise your clients is instead used to clean up data and troubleshoot the client’s bookkeeping software.

This data is a mess.

If only you’d talked to me earlier…

Software can’t replace your accounting professional.

I can do more than just fix bookkeeping errors.

When did I become a software support line?


Although many clients and even some firms view client accounting services as a commodity, these services form the foundation of a productive advisory relationship.

Only a small percentage of your current clients may want these services now, but your future clients do want them.

When you are involved in your client’s day-to-day operations, you become an indispensable part of their business.

Laying the Groundwork

Source: Sleeter Group “What SMBs Want” Research Paper

What types of services would you like to receive from your CPA?25%

20%

15%

10%

5%

0%Outsourced bookkeeping

Payroll Accounts receivable collection

Customer invoicing services

Bill paying

Current clients

Future clients


Add Value at Every Step

Easily export data into ProSystem fx® Tax or other tax software.

Add Value:

Since you’ve been working with the client data all year, there is less time needed to clean up and fix errors. Instead, you can provide tax planning advice for next year.

Tax Time

Provide checkbook reconciliation, financial statements, after-the-fact payroll reporting and other basic write-up services.

Add Value:

Meet with clients regularly to discuss the reporting and provide insight & advice.

Output

Import client data from whatever system they are using.

Add Value:

For clients that don’t want to manage the bookkeeping on their own, you can provide A/R, A/P and Live Payroll services.

Input


Client Accounting Suite Premier

Intuitive and

Affordable

Write Upll Data import from QuickBooks®/Sage

ll Manual check & journal registers

ll After-the-fact payroll tracking & compliance

ll Reconciliation of checking accounts

ll Financial statements

ll Working trial balance

ll Export to ProSystem fx Tax

Live Payrollll Employee time entry

ll Check printing

ll MICR ink printing

ll Direct deposit upload

ll Reports

ll Direct integration with Write Up

Accounts Receivablell Sales & invoice entry

ll Recurring charges

ll Invoice printing

ll Payment adjustments

ll Statements & aging reports


Accounts Payablell Invoice to be paid entry

ll Post invoices

ll A/P reports (incl. aging reports)



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For more information about Client Accounting Suite Premier, visit CCHGroup.com/CASP or

call 800-739-9998.

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