ACCOUNTING FIRMS AND CPAs

Integrated Business Client Analysis Systems for CPAs

iLumen powers a wide range of solutions from firm-wide enterprise platforms to single software product solutions for accounting firms and CPAs of all sizes from the single practitioner  to some of the largest accounting firms in the world. Some of our customers include:

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Challenges for Accounting Firms and CPAs

  • The need for growth is driving the demand for more service and industry specialization.
  • Business clients are under economic stress which drives pressure on core services.
  • There is greater pressure to differentiate CPA services as more than a commodity.
  • Concern over client retention and winning new business in a competitive market.
  • Need to create knowledge-based platforms to arm the CPA with information and analysis.

Benefits and R.O.I.

  • Driving new business.
  • Client retention.
  • Leveraging partner time.
  • Enforcing mapping and reporting standards across the firm.
  • Creating best practices in industry groups – analysis, board presentations, etc.
  • Identifying “best” and “risky” clients.
  • Reducing time in planning and preparing reports.
  • Leveraging CPA Firm’s investment in data sources.
  • Leveraging referral sources – industry associations, banks, executive groups.


Please contact us at sales@ilumen.com for pricing.