How Wilklow & Associates, CPA P.C. Became More Efficient with CCH iFirm

Managing a tax and accounting business has many challenges, from tracking work in progress to overseeing profitability of jobs and clients. Susan Wilklow, CPA PC, President of Wilklow & Associates, thought she could rely on spreadsheets and generic business solutions not specific to the accounting industry to help manage her offices, but this became time-consuming for her staff and she wasn’t able to see the numbers behind their work.

Download the case study to learn how Susan instituted a new system and improved her firm's process efficiencies! Check out the infographic below for a sneak peak at the process Susan and her firm went through. 


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