Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/116963
dedicated Client Center where clients can log in and upload documents, enter data, and access hosted QuickBooks,��� Keen explained. ���At the time, we didn���t have this level of functionality on our site, so I knew that a powerful new website had to be part of our transformation.��� Keen reported that his frm���s new website has been a huge hit with clients. ���Tey love the portals. Tey love having 24/7 access to their fnancial docs and data��� and they get all of this in one location with a single sign-on. RootWorks built our website as well, so I knew that it would be done right, complete with the high-end features we needed.��� To date, Keen & Company has about 50 percent of their client base set up on portals. Te goal is to have all clients set up by year���s end. Keen added, ���Portals are a big deal to the clients, but portals also ofer a lot of value to our frm. It���s so nice to deliver 500 organizers with the push of a buton.��� According to Keen, beyond a powerful delivery mechanism, the website has a lso sig n i f ica nt ly enhanced the frm���s brand presence. ���It���s a clean, professional, and content rich site. It beats any competitor frm���s website by far.��� Action #3 ��� Grow Ja ke Keen repor ted t hat since joining RootWorks his frm is well into re-development eforts. Tey���ve implemented a new business model, adopted advanced technologies, and launched a newly branded website. ���We are happy with everything we���ve done. And now with these big tasks completed, we are well positioned to sell our ser v ices and deliver on them,��� Keen stated. Keen & Company is using the RootWorks��� trademarked small business service package, BOSS ��� (Back Office Support System). BOSS provides clients with a comprehensive outsourced accounting package at an af fordable f i xed monthly fee. ���I n a ver y shor t t i me, we���ve brought in 10 clients. Seven of the 10 are new relationships and have signed up for BOSS and/or our Hosted QuickBooks package. Te other three were existing clients that upg raded to BOSS or Hosted QuickBooks.��� Keen explained that having a standardized set of services and a way to efciently deliver services has made all the diference. ���We operate so much more efficiently and are atracting qualifed leads.��� Keen & Company is fring on all cylinders. An advanced website complete w ith client portals, a def ined set of ser v ices and fee schedule, and standardized work- Kristy is a partner in RootWorks Communications (RootWorks.com) and president of SAS Communications 360 (SAScommunications360.com) ��� frms dedicated to providing practice management education, branding, marketing, and public relations services to the accounting profession. She is also a professor of English and marketing at University of Phoenix and Cleary University. You can reach her at kristy.short@cpapracticeadvisor.com. fow processes have accelerated frm growth. These changes also have Keen excited about the future and ready to take the next big step. ���I can���t wait for busy season to be over so we can take on the challenge of marketing. I want to tell our story to everyone!��� If you���d like us to consider sharing your frm���s story of innovation in a future issue, go to www.CPAPracticeAdvisor. com/great-practices and complete the short form. We���d love to hear from you. April 2013 ��� www.CPAPracticeAdvisor.com 15