The Client
A wealth of tools and procedures to help you, from when a client first joins your practice or starts their business venture to on-going services, whether compliance, value add, business development, or 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 effectively, freeing you up to spend quality time with clients or work on growing your business.
Use best practice procedures, tools and templates to delegate tasks to the team for your review.
Workpapers & Calculators
Interactive resources to calculate and prepare 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.
Interactive calculators are also available to help you determine your client’s tax liability and help your clients improve their profitability.
Coaching
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. Don’t reinvent the wheel, simply brand the content provided and send to your client, or customise it for your client’s particular situation.
Resources to help your team answer common client queries. Each links to scripts, fact sheets, cover letters and further resources.
Provide extra value to your clients when they come to you with their commonly asked questions. With our FAQ resources, 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 points to be aware of, facilitating your ability to charge for the service.
The Firm
How your practice is run behind the scenes directly affects your productivity and profitability.
Utilising CCH Business Fitness means you can be confident you have systems in place to reduce your risk exposure and best practice to facilitate your firm’s team training. HR and debtor processes ensure your practice always runs smoothly.
Resources to enable your firm’s compliance with CAANZ’s PS 1 and SES 2 requirements are provided.
‘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.’
