ABLE

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 is 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.