Customer First

Customer success is our North Star. That's why we put our customers first in everything we do.


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CpaBooks puts customers at the center of everything

With our customers as the North Star guiding our strategy, we strive to deliver a world-class experience and the greatest possible value by orchestrating CpaBooks around your needs. As an CpaBooks customer, you can benefit from a proactive, end-to-end engagement experience that focuses on your success with a holistic and structured approach.

  • Improve time to value for new capabilities
  • Apply global best practices
  • Mitigate risk and improve ROI
  • Achieve value-based outcomes and lower cost of adoption

Vision and Mission

Driving world-class customer experiences and business outcomes.

Our mission is to champion your success by inspiring and empowering our people to lead, orchestrate, and deliver sustainable value for your business. We can help you focus on innovation and transformation by accelerating the adoption and consumption of CpaBooks solutions through a unified and outcome-focused experience. By putting customers first in everything we do, our goal is to make CpaBooks your trusted innovation partner and cultivate our long-term relationships.

Engagement Methodology

We offer a world-class customer experience with a structured engagement model that delivers a simple, holistic experience with increased access to expertise and a focus on customer outcomes. Our prescriptive success plans focus on customer objectives and eliminate barriers to achieve business value and innovate faster.

Orchestrate customer success as one team

A team of empowered customer success, sales, services, and support colleagues, as well as our partners, collaborate to deliver your desired business outcomes in a holistic, structured way through a single point of contact who is responsible for orchestrating your success.

Understand strategic objectives and assess the customer relationship

A core component of customer success is a deep understanding of business operations, goals, and expectations. CpaBooks will work with you to complete a collaborative and thorough assessment of our relationship and identify areas for improvement.

Deliver success plans and manage ongoing governance and communication

We create actionable outcome success plans to address obstacles and opportunities and accelerate adoption and consumption to drive outcomes and mitigate risk. Progress is monitored regularly, and ongoing communication and transparency are maintained to ensure customer success.