Consulting

Whether you use ClarifyBI or not, we understand the underlying data structure of CCH Axcess™ Practice and CCH® ProSystem fx® Practice Management better than almost anyone.

Let us help you develop, expand, and maintain your custom data analytics environment using SAP Crystal Reports, Microsoft Excel, Power BI, and SQL Reporting Services.

Our tools and techniques help transform your raw data into a clear understanding of what’s really going on in your firm:

– Give everyone the information they need to make great decisions
– Measure exactly what you want and visualize it in your own way
– Catch and remedy shortfalls before they become problems
– Consolidate disparate information into one accessible repository
– Adopt best practices for firm performance management