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Texas firm differentiate their business with powerful CPA App

Established in Houston, Texas in 1995, Turlington, Reeves & Orlando provides accounting, tax advice & planning, bookkeeping and retirement planning services for the Harris County area for just over 20 years. TRO can best be described as a ‘supergroup’ composed of some of the best, brightest and most experienced minds of accounting. Company founder and current partner Jim Turlington has worked with Royal Dutch Shell (AKA the Shell Oil Company) and the El Paso Energy Partnership (EP Energy), and currently represent clients before the IRS itself. Co-Founder Weldon J. Reeves left the company on good terms in 2011 to devote his full attention to his own independent advisory. Other staff that has worked at Turlington, Reeves & Orlando have worked at businesses including Chevron, EY, Exxonmobil and Corel Energy.

The official company mission is to “help clients maintain financial viability”, and take a “proactive approach to achieving further goals”, which requires a great deal of communication and research with their clients. Alongside this, the CPA App marketplace is currently lacking: less than 1% of CPAs in the United States have their own App. All this together made it clear that the next step for a firm like Turlington, Reeves & Orlando is a CPA App of their own.

Become the Trusted Adviser once again with the CPA App

The Turlington, Reeves & Orlando CPA App offers 4 important features to their clients for rapid contact with the team at Turlington, Reeves & Orlando: Meet the Team provides an all-inclusive team biography section. Get in Touch allows the user to rapidly contact Turlington, Reeves & Orlando via email or phone call. The Website button allows the user to view the website in-App, and the Blog button allows the user to view any blog published on the website on a mobile-friendly interface.

Both clients and firms need to take care of the receipts they acquire as part of their business ventures, and MyFirmsApp has you covered with the Receipt Manager tool. This feature allows you to take a photo of your receipt and then fill out some data. Now that you have your receipt stored on your device, you can export it rapidly via email.

Keeping track of your overall income is something that can take up a lot of your time, time you could spend on more important business activities. The Turlington, Reeves & Orlando App Income Tracker allows you to input all your different forms of income into one place and track it next to total expenditure.

Tracking your mileage is something you want to do when using a company car, or for keeping track of travel expenses. Doing it by the old pen & paper method can be confusing and a drain on your time. Turlington, Reeves & Orlando’s Mileage Tracker tool will record your travels for you and organise it all into a single App, which can be easily exported via email.

Integrated third-party services include Quickbooks, software that most accountants will be already familiar with. Quickbooks is fully integrated into the App. The App also contains a document portal for cloud storage of any documents that clients might want to send to their advisor.

This App also supports an amazingly effective and quick communication tool: Push Notifications. Compared to emails, Push Notes are far quicker to draft and publish and get noticed and acted on by recipients considerably more often than an expensive, time consuming email campaign that frequently ends up ignored.

Turlington, Reeves & Orlando have improved their firm by offering a wealth of valuable services for their clients through the App. The special relationship between the firm and their clients will be further reinforced by the increased interaction and quality of services that the App improves and protects against HMRC intrusion.

Register for your Full Feature Trial:
With over 600 firms using our App and 30-40 new firms subscribing every month, your free trial carried out by phone in just 15 minutes will show you how an App will transform your firm and attract new clients with numerous essential resources and features such as frequently updated tax tables, calculators and budget packs, full integration with cloud accounting services and many more.

Book for a free test drive here

 

Categories: Android, Apps, Blog, iPhone

Connor Mullins

Connor Mullins | [email protected]

Connor specialises in marketing and customer enablement, handling App calls and providing a key service to ensure clients can promote their App effectively using a range of marketing strategies.

MyFirmsApp provide the world’s leading App solution for Accountants and Bookkeepers, and Connor helps professional service firms in overseeing the progress of their App project and helping them to drive engagement with their clients, and getting the most from Push Notifications to drive interaction.

Connor and the team at MyFirmsApp™ recognise that unless firms have their own App, they will concede control over their clients to these third parties. By putting accountants first and creating an affordable and effective App that will help them remain the anchor in this mobile relationship, MFA is helping thousands of firms protect their client database, save time, generate referrals and create new client relationships.

His experience and skills through having a BA Hons degree in journalism are invaluable to the team.