Newsletter - Summer 2010
Elevating Your Game
Surviving in the new economic reality means changing focus
and raising the bar for how you care for your clients. CPA firms
are placing a renewed emphasis on client retention and acqui
-sition. So we at Commercial Logic are shifting our focus as well.
This newsletter marks our public shift towards helping CPA firms
work on the operational processes that enable them to work more
effectively. Here you'll find our first white paper in a series discus
-sing Client-based Management, which explains what it means
and tips for good implementation and practice.
You'll also find a survey of client relationship management practices
that will help you think more clearly about the kinds of processes
you want to have in place. If you participate, we will send you the
results so that you can see where you stand relative to other firms
who have completed the survey.
Let's be clear: we still offer excellent technology to support client
retention and acquisition. The contact management and more
advanced client relationship management capabilities in APS
Advance are terrific tools. But they will only be successful with the
right internal procedures and compliance with them.
You'll be hearing more from us on this front. But, in the mean time,
let's talk about how we can help you, right now, elevate YOUR game.
Sincerely,
Commercial Logic, Inc.
Peter D. Coburn
President
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Commercial Logic is the sole US distributor of APS Advanced Practice Management.
Want to learn more?
• Check out our Commercial Logic website.
• Call me to see if APS and Commercial Logic can meet goals and needs. If we can't,
I will tell you so. Thank you for your attention. We appreciate your business.
