Your small business clients need year-round bookkeeping services. With Client Accounting Suite Premier (CASP), you can fill that need and earn extra revenue. CASP is a complete, reliable accounting solution — simplifying your work so you can build stronger client relationships.

1. Client Accounting
Suite Premier
Earn Revenue Year-Round

2. The Problem with Do-It-Yourself Clients
You can’t be replaced by software.
Easily-available accounting software makes bookkeeping more
accessible for the average business client. However, the average
business client does not have an accounting background.
The result is that many business owners are relying on unreliable financial
data. And when tax time rolls around, they will expect you to fix it.
Your clients need the services of a professional year-round to help them
organize and interpret the variety of financial information in their businesses.
©2014 CCH Incorporated and/or its affiliates. All rights reserved.

3. The Return of Client Accounting
Moving beyond the transactional relationship
Many firms have avoided client
accounting work, thinking it
is a low-profit practice area
that will distract the firm from
more high-value engagements.
However, expanding your
client accounting services can
help attract new clients and
deepen your relationship with
your existing tax-only clients.
Lasting Client
Relationships
Write Up
Accounts Payable
Accounts Receivable
Live Payroll
©2014 CCH Incorporated and/or its affiliates. All rights reserved.

4. 46% of small business
owners reported they do not
work with an accountant.
An additional 25% see an
accountant only once a year
at tax time or when they
have a specific question.
These Businesses Need Your Help
Source: http://www.godaddy.com/news/article/small-business-owners-not-taking-advantage-of-technologies-that-save-time-money-during-tax-time.aspx
©2014 CCH Incorporated and/or its affiliates. All rights reserved.

5. How Many Times Have You Thought…
The costs add up…
When you see your clients only once a year, you
are much more limited in how much you can help.
Your clients miss opportunities to benefit from your
professional accounting expertise, and their perception
that your services don’t add value is reinforced.
Additionally, the work needed to fix an entire
year’s worth of common bookkeeping errors
makes tax time even more chaotic than it needs
to be. Any time you might have had to advise
your clients is instead used to clean up data and
troubleshoot the client’s bookkeeping software.
This data is a mess.
If only you’d talked
to me earlier…
Software can’t replace your
accounting professional.
I can do more than just
fix bookkeeping errors.
When did I become a
software support line?
©2014 CCH Incorporated and/or its affiliates. All rights reserved.

6. Although many clients and even
some firms view client accounting
services as a commodity, these
services form the foundation of a
productive advisory relationship.
Only a small percentage of your current
clients may want these services now,
but your future clients do want them.
When you are involved in your client’s
day-to-day operations, you become an
indispensable part of their business.
Laying the Groundwork
Source: Sleeter Group “What SMBs Want” Research Paper
What types of services would you like to receive from your CPA?
25%
20%
15%
10%
5%
0%
Outsourced
bookkeeping
Payroll Accounts
receivable
collection
Customer
invoicing
services
Bill paying
Current clients
Future clients
©2014 CCH Incorporated and/or its affiliates. All rights reserved.

7. Add Value at Every Step
Easily export data into ProSystem fx®
Tax or other tax software.
Add Value:
Since you’ve been working with
the client data all year, there is
less time needed to clean up and
fix errors. Instead, you can provide
tax planning advice for next year.
Tax Time
Provide checkbook reconciliation,
financial statements, after-the-fact
payroll reporting and other basic
write-up services.
Add Value:
Meet with clients regularly
to discuss the reporting and
provide insight & advice.
Output
Import client data from whatever
system they are using.
Add Value:
For clients that don’t want to
manage the bookkeeping on
their own, you can provide A/R,
A/P and Live Payroll services.
Input
©2014 CCH Incorporated and/or its affiliates. All rights reserved.

8. Client Accounting Suite Premier
Intuitive
and
Affordable
Write Up
llData import from QuickBooks®/Sage
llManual check & journal registers
llAfter-the-fact payroll
tracking & compliance
llReconciliation of checking accounts
llFinancial statements
llWorking trial balance
llExport to ProSystem fx Tax
Live Payroll
llEmployee time entry
llCheck printing
llMICR ink printing
llDirect deposit upload
llReports
llDirect integration with Write Up
Accounts Receivable
llSales & invoice entry
llRecurring charges
llInvoice printing
llPayment adjustments
llStatements & aging reports
llDirect integration with Write Up
Accounts Payable
llInvoice to be paid entry
llPost invoices
llA/P reports (incl. aging reports)
llDirect integration with Write Up
©2014 CCH Incorporated and/or its affiliates. All rights reserved.

9. Join us on at CCHGroup.com/Social
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©2014 CCH Incorporated and/or its affiliates. All rights reserved.
For more information about
Client Accounting Suite Premier,
visit CCHGroup.com/CASP or
call 800-739-9998.

10. Join us on at CCHGroup.com/Social ©2014 CCH Incorporated and/or its affiliates. All rights reserved.
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