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Axcess First Hand

June 14, 2019

Building the Firm of Tomorrow with CCH Axcess

From their firm’s earliest days, when it was just the partners and one administrative assistant, and about $200,000 in billings, Chris says he kept on the lookout for ways to be more productive, while improving client service as well.

Chris Salisbury knows tech, and as a CPA, he knows accounting and taxes. But what really sets his firm apart is how he has combined the best tech with best practices to realize better client service and higher profits. After working for more than a decade at large regional firms in North Carolina, Chris and his partner Will Smith grew frustrated with the outdated and inflexible workflow model that most traditional firms still clung to, so they started Smith & Salisbury PLLC CPA (www.sands-cpa.com) in Charlotte in 2002. The full-service firm offers estate and wealth management planning, personal and business financial consulting, business startup services, QuickBooks support, tax compliance and IRS representation services.

Download this PDF to learn more about how this firm achieved greater productivity with CCH Axcess!

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