This week’s Appy Hour brought a festive vibe to the holiday season with a Firm Spotlight featuring Allison Leffert of CLH CPAs and Consultants. Hosted by Liz and Heather, the episode offered a deep dive into the tools and technologies driving CLH’s success, alongside broader reflections on optimizing firm management. From cutting-edge tech stacks to onboarding strategies, here’s a quick recap of the key takeaways.
Spotlight on CLH CPAs: Growth and Focus
CLH CPAs has grown significantly over its 30-year history, doubling its team size in the past five years to 45 employees and expanding its client base to approximately 1,500 businesses and individuals. Their niche focuses on closely-held businesses and high-net-worth individuals, emphasizing hands-on collaboration to help clients achieve their goals.
Tech Stack Excellence: Internal and External Tools
Allison shared a comprehensive breakdown of CLH’s tech stack, which is designed to optimize operations and client service:
- Internal Tools:
- Docit: A filing management system central to their paperless operations, offering organizational features and a built-in PDF editor.
- Microsoft Teams: Streamlines communication, reduces email dependency, and serves as a hub for training resources.
- Thomson Reuters Suite: Critical for billing, project management, and financial reporting.
- External Client-Facing Tools:
- QuickBooks Online and Xero: Used for client bookkeeping, with Xero offering a user-friendly interface ideal for cash-based bookkeeping clients.
- ADP and Bill.com: Streamline payroll and accounts payable services for clients.
Revolutionizing Onboarding with MyTask LMS
One highlight of the episode was the discussion about MyTask LMS, a game-changing onboarding and training platform for new hires. By incorporating interactive modules, real-life scenarios, and assessments, the platform ensures a structured and efficient training process. This innovation has reduced the time trainers spend onboarding while enhancing new hires’ productivity and confidence.
“MyTask LMS has transformed our training process,” Allison noted. “It frees up trainers to focus on billable work while offering trainees the resources they need to excel.”
Upcoming Events and Resources
Appy Hour isn’t slowing down as the year wraps up! Join us for these exciting events:
- December 31st: Annual New Year’s Eve Party with games, prizes, and reflections on 2024.
- January 14th: A deep dive into Xero.
- January Spotlight: Exploring more firm success stories.
This episode of Appy Hour provided actionable insights into using technology to streamline firm operations and drive growth. To learn more about MyTask LMS or any of the tools mentioned, check out our episodes here or join our Facebook Lounge for direct discussions.
Cheers to innovation and collaboration as we wrap up another fantastic year!