Built on 20+ years of experience working with CPAs, ABLE combines a series of proven best practices from the most successful firms into a systemic program designed to fuel growth and development at your firm.
ABLE helps users efficiently focus their business development (BD) activities to achieve maximum results – a critical attribute given the limited number of non-charge hours practitioners actually have to invest in BD.
With ABLE, you can:
- Easily manage your most important relationships via your CRoPs TilesTM;
- View your current pipeline of pending new business;
- Develop your personal brand by easily providing timely and relevant information to your constituents;
- Position yourself as a Thought Leader in your specific area of practice;
- Effectively cross-sell more advisory services within key relationships;
- Measure the loyalty of your most important clients, and calculate their Net Promoter ScoreTM
- Generate a vibrant network of active referral partners;
- Effectively position yourself in front of a defined set of top prospects;
- Utilize the built-in CRM capabilities to practice more synergistically with
other members of your firm.
