PSA Software For CPA Firms
PSA software gives your CPA firm the visibility and power to analyze information in real-time, drive revenue growth, improve margins and deliver on your promises.
if you are a large accounting or a small CPA firm, all accounting services companies can benefit by using CrossConcept Continuum PSA software. Our intuitive solution is specifically designed to provide critical real-time insights into your accounting project activities. CrossConcept Continuum PSA streamlines accounting processes ensuring CPA’s can deliver their work accurately, on time, and within budget.
CrossConcept Continuum PSA offers CPA firms the digital tools needed to streamline and standardize project accounting activities, even when each project is distinctly different from each
other. A CPA firm is a business that sells accounting services, so mastering its business practices is key to its success. Adopting a standardized, structured approach to processes is the best way to beat competitors and achieve business success.
CrossConcept Continuum allows CPA’s to automate and tailor their accounting activities directly to the project at hand, regardless of its nature, so they are better able to complete it successfully on time and on budget. In addition, PSA software saves accounting firms substantial time and money allowing the business to grow in the fastest way possible.
The market continues to become overcrowded with the introduction of new business ventures popping up every day. CPA firms must engage all available tools to differentiate themselves from their competition. CrossConcept Continuum PSA was designed specifically for CPA’s to ensure they can do exactly that.
Features Offered to CPA Firms
Time & Expense Tracking – You will gain the ability to see the time and expenses associated with any project. Track time across teams, projects and individual employees for real-time profitability and resource allocation insight.
Resource Allocation – With CrossConcept Continuum you have a central dashboard with a view of your entire organization’s resources, you can better plan for and bid on future projects, make staffing decisions on current tasks, and ensure that everything is done on-time and within budget.
Billing & Invoicing – Integrated time tracking and invoicing. You can now create automated invoices and connect with multiple accounting solutions like Quickbooks and more!
Project Management – CrossConcept Continuum provides real-time access to project statuses to keep you in the loop and eliminate the exhausting task of chasing down update after update from team members.
CRM – You can now track and manage the entire sales pipeline and customer relationship, analyze sales performance across the organization and keep everything needed for a single client account on a single platform.
Customizable Dashboards – You can easily customize dashboards keeping you informed about what’s really going on with your projects in real-time. Set your dashboard as your home page and you can see and prove your team’s value and contribution in seconds.
Streamline Your CPA Firm Today
CrossConcept launched CrossConcept Continuum PSA in 2017. CrossConcept Continuum contains a carefully curated feature set with only the tools that service organizations actually use. Its user interface is laser-focused on minimizing clicks and on being intuitive. Front-line employees find it
helpful to their personal needs, rather than an imposition by the back office. This focus on effective simplicity colors not only the CrossConcept Continuum product but all aspects of doing business with our company.
We are offering all new clients a free 2-week trial with no contract obligations. This is a great opportunity for any business to try out the solution and decide if PSA is for you!
To book a free 15-minute consultation, email: marketing@crossconceptinc.com or call: 1-888-528-3898 Ext 110