The CCH Business Fitness content suite helps make accountants’ lives easier by streamlining your accounting business so you can focus on the tasks that add the most value to your business.
Features of the CCH Content Suite
- Technically correct and always current
- Streamlined efficient processes
- Cloud based
- Word and Excel based templates
- Electronic workpapers
- Integration with accounting software
- Establish best practice across your team
- Allow more time to focus on your business and your clients
- Enable delegation
- Save reviewers’ time
- Up-skill your staff
- Consistent task handling and output
- Facilitate training
- Accessible anywhere to your team
- Reduce risk of error
- Improve profitability
- Make your life easier
Toolkit highlights include:
- Electronic annual workpapers
- Income tax, GST/FBT procedures
- Tax disputes toolkit
- Tax debt management processes
- Working for Families income calculation tool
- Rates and Thresholds quick reference guide
- Annual questionnaire builder
- Quality control manual
- Practice review preparation documentation
- Clever tax calculators including FBT and Provisional tax calculators
- Client newsletters
- Client engagement tools
- Business development processes
- Business advisory resource library
- HR documentation for clients
- Company administration suite
- Trust administration suite
- ACC administration suite
- Debtor management suite
- New client management
- Internal risk management
- Internal HR suite
- And more...
A wealth of tools and procedures to help you manage your client’s life cycle, from when a client first joins your practice or starts their business venture to on-going services, whether it be compliance, value add, business development, profit improvement, through to business cessation.
Designed to provide you with step by step instructions and the templates you need, the kit allows you to delegate tasks to appropriate team members, freeing you up to spend quality time with clients or work on growing your business.
Utilise the best practice procedures, tools and templates to delegate tasks to your team members for your review.
Interactive resources to calculate, prepare and determine the financial statements, tax returns and financial position of your clients.
These invaluable Electronic Workpapers import client data from your client accounting software for you and your team to review the information, make adjustments and prepare your client’s financial statements.
A number of interactive calculators are also available to help you determine your client’s tax liability. Also included are workbooks to help your clients improve the profitability of their business.
Resources for Partners working with clients to improve their businesses.
The coaching library provides plain English business advisory resources including kits, guides, checklists and forms for you to use with your clients to improve their profitability. Don’t reinvent the wheel, simply brand the content provided and send to your client, or customise it according to your client’s particular situation.
Resources to help your team answer common client queries. Each links to scripts, fact sheets and further resources.
Provide extra value to your clients when they come to you with their commonly asked questions. With our FAQ resources of procedures, scripts, reports and cover letters, your team members can answer commonly asked questions on the spot without having to write off lost research time or rely solely on senior team members. Follow up client conversations with a branded report outlining the relevant points to be aware of, facilitating your ability to charge for the service.
Links to scripts, fact sheets and other appropriate resources are provided.
The nuts and bolts of how your practice is run behind the scenes directly affects your productivity and profitability.
Utilising CCH Business Fitness means you have confidence that you have procedures in place to reduce your risk exposure and have best practice for facilitating your firm’s team training, HR and debtor processes ensuring your practice always runs smoothly. Resources to enable your firm’s compliance with CAANZ’s PS 1 and SES 2 requirements are provided.
The kit provides a wealth of tools and procedures to enable you and your team to provide your client with a seamless service.
Don't take our word for it!
What our customers say...
'We have always found the content and the support provided by CCH Business Fitness to be of the highest standard and would thoroughly recommend them to any accounting firm’.
‘I love the fact that they link with MYOB Accountants Office and with the click of a button my GL is loaded into the workpapers. If I make a change in the GL, I just click the refresh button and all of my workpapers are instantly updated - brilliant!’
‘We were able to recoup the amount we invested in CCH Business Fitness almost immediately by implementing the ACC Administration and Advisory service.’
‘We needed our team to work more independently, without interrupting us every five minutes. This was the resource that allowed them to do just that.’
‘It was a business case. There’s money in systemisation. We wanted to make more money.’