Achieving Peak Performance

Future-ready tax & accounting firms are achieving peak performance by embracing digital transformation. We’ll be showcasing their stories of improving productivity, offering staff better work/life balance and enhancing client services into 2020. Follow us as this series continues:

Spinelli CPAs Improves Audit Efficiency Through Integration

Karen J. Spinelli, CPA, Managing Partner at Spinelli CPAs, describes how the Integrated Audit Approach helps the woman-owned firm ensure efficiency, consistency, and quality of audits for its clients.




The Future of Accounting

Driving Peak Performance through Digital Transformation

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Vickerman CPA Group Gains Efficiency Through Integration Using CCH Axcess™

Sue Vickerman, CPA, Principal at Vickerman CPA Group discusses how the firm is winning over top talent, cutting prep time off tax returns by two thirds, improving client service and continually staying ahead of the technology curve by using CCH Axcess™

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K•Coe Isom LLP Improves Audit Workflow and Quality Using Integrated Audit Approach

Dawn Buchanan, CPA, Principal at K•Coe Isom LLP discusses improving audit workflow and quality across 20 offices by zeroing in on areas of risk using Wolters Kluwer’s Integrated Audit Approach. The top 100 national firm also delivers better client service, and TeamMate® Analytics allows them to test bigger samples and even full data sets.

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Clausen & Associates Saves Time and Streamlines Workflows with CCH Axcess™

Barbara R. Clausen, CPA, Managing Partner, Clausen & Associates CPAs, PC, discusses how CCH Axcess™ saves her firm significant time on data entry, workflow management, billing and more.

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Virtual Firm 1-800Accountant Uses CCH Axcess™ to Gain Real Efficiencies

With thousands of employees in all 50 states, 1-800Accountant relies on the cloud-based capabilities of CCH Axcess™ to keep work flowing and reduce data entry tasks so staff can work faster and smarter.

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Integrated Audit Approach Helps Eide Bailly Maintain Consistency

Ann Glenz, CPA, Partner at Eide Bailly, describes how the 100-year old firm is leverage technology like CCH® ProSystem fx® Knowledge Coach to standardize the audit process across their 40 locations.

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BWC & Associates, Inc. Improves Work/Life Balance with CCH Axcess™

Kylene Carse, CPA, Managing Partner at BWC & Associates, Inc. describes how her firm has benefitted from the mobility CCH Axcess™ enables and how it has modernized operations so they can offer partners and staff better work/life balance and enhance its client services.

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Weber case study

CCH Axcess™ Customization Cuts Clicks, Adds Value for Weber Christensen & Heinrichs, LLP

When this firm grew and added an additional partner and more formal systems and processes, they turned to CCH Axcess to help them run their three California offices more efficiently and accurately.

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Smith & Salisbury case study

Smith & Salisbury Increased Revenue by 29% and Profits by 14% While Improving Work/Life Balance

Learn how this CPA firm increased client engagement by transitioning to fixed value pricing and utilizing CCH Axcess solutions – while working less hours and enjoying more flexibility.

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