the presentation slides here
Transcript the presentation slides here
From Insight to
Client Service through
Presenter: Chris Murray
Murray, Stok & Company
Specialties: Tax planning and compliance; Taxation of
equity compensation programs; Real estate taxation
Bachelor of Science Degree from the University of
Member of the California Society of CPAs and the AICPA
Charter member of the Litigation Consulting and Dispute
Resolution Services Common Interest Member Section of
the California Society of CPAs
Presenter: Brian Siet, CPA
Solution Architect Manager
CCH, a Wolters Kluwer business
Bachelor of Science Degree Cum Laude in Business
Administration concentration in Accounting from
Northeastern University in Boston.
Worked for CBIZ Tofias for 8 years in the A&A
department and Tax department.
Joined CCH in 2005 as a ProSystem Engagement
consultant working with small, medium and large firms.
Product specialist at CCH 2006-2008
Performed many speaking engagements at firm user
groups and state societies on both A&A and tax
About Murray, Stok & Company
Founded in 1991
Headquartered in San
11 employees (FT & PT)
Specializing in tax and
business consulting work
Background: Firm Management Software
Using ProSystem fx Practice
Management for 3 years
Converted from an older
firm management package
(also from CCH)
Bringing in New Clients
Consistent information about
Simple process to convert to
Less work for firm
Better data for staff
Polling Question #1
How does your firm handle leads?
We have a standardized process that is followed consistently by everyone
who brings in new clients.
We have a standardized process, but it is not followed by everyone every
We do not have a formal process in place to handle leads.
Managing Client Relationships
Key database of
Polling Question #2
Where do you store your client data?
In one primary database
Scattered throughout several software systems
In a rolodex or other paper-based filing system
On cocktail napkins and scraps of paper
Monitoring Firm Performance and KPIs
view as well
as my view
Easy export ot
Uncovering New Efficiencies – Paperless Billing
PDF WIP Reports
Bills generated by
Digital Firm Management
Polling Question #3
How satisfied are you with your firm’s efficiency?
Tips and Recommendations
Take the time to understand your current processes and also
your desired processes.
Set realistic goals. Rarely can you “fix” or improve it all at
We are always looking for areas of improvement and solicit
suggestions from all staff.
Practice Management has lots of functionality. We have been a bit
deliberate in the pieces that we are fully utilizing.
Spend the time to train personnel.
We have found that we are getting better buy in of the things we
are asking staff to do by helping them understand why it is
important to management.
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From Insight to Action