Elegant CRM, Marketing, and Business Development for Accountants

Proactively Manage Your Key Relationships

Twenty percent of your relationships can drive eighty percent of your results. For most practitioners, this can be distilled to a handful of relationships that determine their eventual success.

• 12 Key Clients
• 10 Active Referral Sources
• 14 Coveted Prospects

First, determine which contacts deserve your utmost attention. Next, invest in these relationships in order to gain a deeper understanding of their needs and wants. Now, use ABLE to track your progress and keep your relationship dashboards green.

Build Your Personal Brand

ABLE allows you to deliver the right piece of content, to the right person, at exactly the right time. Build your personal brand and position yourself as a thought-leader by consistently sharing compelling content with your most important relationships.

Practitioners who develop their personal brands command higher fees and better position themselves as a trusted advisor. Clients are willing to pay a premium when you apply your experience and expertise against their specific situation.

Practice Collaboratively

Successful firms practice interdependently, and as a result, broaden their service offering and command higher fees.

As client relationships become more complex, it is essential that the right hand knows what the left hand is doing. When this happens, the result is team synergy—a state where 1+1=10 (or 100 or 1,000).

ABLE is all the CRM your firm will ever need, offering a lower price-point and a higher adoption rate when compared with other CRM systems.

Be AccountABLE

ABLE provides a series of dashboards and reports that keeps you focused on the activities that must be done to achieve sustainable, profitable growth. The transparency of the open system promotes a culture of peer-to-peer accountability that in turn drives both action and results.

Since most practitioners only have a limited amount of time to devote to business development, it is imperative they do the right things within that small window of opportunity. ABLE helps each user determine what the appropriate activity is at a particular point in time, and collectively keeps everyone focused on what really matters.