Communication-Focused.
Our study of CPA services has provided us with the
following widespread complaints about CPAs and communication:
“I can’t get ahold of my CPA.”
“I only see my CPA once a year.”
“My CPA won’t return my calls.”
“I have a question, but don’t know what it will cost me.”
If you read our reviews, you’ll see that our clients rave about
our proactive communication and responsiveness. We achieve this in three ways:
State-of-the-Art CRM
At CRC, we use a one-of-a-kind CRM (Client Relationship Manager) that integrates with our workflow management system. Our entire team uses our CRM integration. This means our team’s communication with you is visible across our team, so we can take a team approach to supporting you together. No bottlenecks with any one team member. All team members and client communication visible across our entire team for a five-star experience.
Unlimited Communication
All clients subscribing to our Lifecycle Plans will receive unlimited communication. We are in the business of serving people, and how could we serve our people if there is a barrier to important Q&A’s. We gladly answer quick questions via phone and email for our Lifecycle Plan subscribers – no sneak billing.
Dedicated Client Success Manager
Lets face it, sometimes we get busy. Sometimes we have our head-down focused on other clients work. We will give your work the same dedicated attention and focus. To offset this inevitable busy-ness, we have a dedicated client success manager on our team. Her responsibility is making sure your communication is received, and your work is assigned to our team members in order of priority.
Ready for a Better Way?
Get Started Here Today.
Get Started Here Today.
