Simplifying Client Write-Up

Client Write-UpSimplified

With all the time saved with a cloud-based solution, you can stop poring over spreadsheets and start doing what really matters: delivering an exemplary experience to your clients.

Agenda1 Migrating client write-up to the

cloud

2 Utilizing tech to make client write-up more efficient

3 Generating up-to-the-minute reports with real value

4 Transforming the way you provide key data to your clients

5 Meeting client expectations in the new age of technology

Ted McRae, Director Marketing and GrowthAccounting Suite

Ted has worked in the accounting industry for the last 18 years and has helped Accountants & Bookkeepers grow their practices through technology. Results-driven professional with a solid, proven career track of successfully building and maintaining top performing sales teams. Known for developing and delivering high level “needs based” sales training.

Awesome Services

No Time Wasted Up-to-the-Minute Reports Single Platform

Business Made Easy

A wave of new cloud-based software offerings are transforming the way we provide key data to our clients.

Migrating client write-up to the cloud

Collaborate Everywhere With Everyone

Cloud-based client write-up software allows accountants to:

• Eliminate old, time-consuming and inefficient processes

• Focus on the growth and development of their firm

• Advance their accounting skills

• Improve flexibility for their clients

• Free up time for expansion

Start with a niche industry and

expand from there

Set bigger goals Use extra time for value-add services

Grab A Hold of the OpportunityIf you’re an accountant considering moving your firm and your clients to the cloud, here are three things to keep in mind:

Utilizing tech to make client write-up more efficient

Awesome Services

No Time Wasted Up-to-the-Minute Reports Single Platform

Stop Wasting Time

Hours and hours were wasted manually entering and checking data gleaned from after-the-fact statements provided by the client.

No More Time Wasted Manually Entering Data

Huge swaths of data can be entered with just a few keystrokes

Directly import entire datasets from the business’s systems

WHO KNEW A CLIENT WRITE-UP SOFTWARE COULD BE SO SIMPLE!

Generating up-to-the-minute reports with real value

Awesome Services

No Time Wasted Up-to-the-Minute Reports Single Platform

Create Real Value

Happier customers turn into more referrals and a better reputation for you and your firm..

Accommodate Your Clients’ Exact Needs

Cloud-based client write-up software, not only does entering data become that much more efficient but making use of that data is a matter of just a few clicks.

CWU offerings come equipped with an array of rapid reporting tools, enabling you to build crystal clear reports of all types within minutes after a request hits your desk.

Transforming the way you provide key data to your clients

Awesome Services

No Time Wasted Up-to-the-Minute Reports Single Platform

Only A Single Platform Needed

Tired of switching programs to fulfill different client requests?

Everything In A Single PlatformThe best write-up software will allow you to do everything from a single window, using tabs to work with several clients simultaneously. This way, you can stay on top of everything, without wrangling half a dozen programs and a snare of conflicting data points.

Meeting client expectations in the new age of technology

THE BEST WAY TO ATTRACT NEW CLIENTS IS TO BE PROACTIVE

Meeting Client Expectations

Client Write-UpPains ResolvedWith all the time saved with a cloud-based solution, you can stop poring over spreadsheets and start doing what really matters: delivering an exemplary experience to your clients.

Using the right tools will:

Turn your end-of-year client write up from a begrudging necessity to a powerful instrument in you and your clients’ accounting arsenal and keep both your businesses driving forward.