CCH, a Wolters Kluwer business — ProSystem fx Site Builder
800-PFX-9998tax.cchgroup.com
800-PFX-9998tax.cchgroup.com
Column: From the Trenches
Every accountant’s practice is different from that of his or her peers. Whether it’s the client base that has driven the practice to offer specialty services or a particular interest and skill on the part of the professional, every firm varies, sometimes more than others, in the services it offers.
When Kevin Robert, CEO of Wolters Kluwer’s CCH, makes a move, he makes a MOVE. In July, CCH had almost no footprint in the small and very small firm market. With its ProSystem fx line firmly entrenched in solid majority of the largest firms (minus the Big 4, most of whom are GoSystem Tax RS customers), Robert obviously saw the other end of the market as a ripe spot for growth.
Working in the mid-market continues to evolve. To best serve your clients who work in this space, consider your current strategies and what you recommend for clients.
When people say accounting, the word invokes thoughts of traditional bookkeeping, payroll and write-up programs, which are often grouped together and referred to as client services.
Tax practitioners such as CPAs and EAs have begun to take a more active role in offering financial services to tax clients from personal financial planning to retirement plans to insurance.
800-PFX-9998CCHGroup.com