PEACHTREE TAX SERVICES LLC
THONOTOSASSA, FLORIDA

Our Company ClientWhys has been serving the needs of tax and accounting professionals for over 25 years, first through ImageOne (sold to Greatland in 2007) and now through ClientWhys. What started as an email newsletter product has morphed into an integrated suite of applications to help independent professionals automate marketing tasks, gain more referrals, and save time running their practices. Headquartered in Newport Beach, CA, with offices all over the US, ClientWhys' seasoned professionals possess extensive experience in technology and tax accounting. Having managed professional service firms ourselves, we understand the challenges you face and bring a unique view to solving them. We know that getting IT help can be difficult in today's self-serve world. We bring to our clients an open door where we listen to suggestions and really consult with our clients on the best path to their success. We use the best hosting provider in Our Product Focus Today, ClientWhys offers a suite of Software-as-as-Service (SaaS) applications. So whether you need an entire client communication hub, that includes your website, portal, newsletter, blog content and more, or just a part of the puzzle, we have a solution for you. Everything is month-to-month, we earn your business and don't rely on contracts to keep you. Our development philosophy is to find solutions that will save you time and money, while making you look better than your competition. We can't stand the dated product offerings found with most of our competitors. We promise we will never make you look ordinary to your clients and prospects. Since we make you a part of the development by actively integrating our clients' recommendations, you know that we listen to you. ClientWhys promises to help you strengthen your client relationships and improve your online visibility, so that you can boost your income while saving time doing it. (CEO) is the energy behind ClientWhys. He is actively involved in product development, marketing, and website development. He prides himself at listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. In addition, he is an active hiker, cross fitter, runner, backpacker, and loves exploring the Sierra backcountry. (Chief Technical Officer) of ClientWhys, is known as 'Popcorn Head' with his many ideas on product development. In addition to being an expert on taxation and a leading speaker on tax-related topics, Lee has experience in managing his own 600+ client tax practice. He also moderates the ClientWhys Connect Technical Support Forum. Lee has served on numerous professional boards, including as a Board of Directors for the California Tax Education Council. Lee also served on the Board of Directors for Blackline Systems, an accounting SaaS provider, with over 70,000 users. On his off-time, Lee enjoys traveling (though usually with his laptop in tow!) , the leading SAAS solution for finance controls and automation. Therese brings with her intimate insight to helping accountants streamline time consuming accounting tasks. She helped build BlackLine from the ground up. BlackLine has grown to over 100,000 users across 1,000 global companies, with customers comprising more than 25 of the Fortune 100 and over 100 of the Fortune 500. (SVP of Operations, Marketing and Sales) Mr. Brad Cooper serves as Senior Vice President of Operations, Marketing and Sales at ClientWhys, Inc., a leading provider of digital marketing technology and services for tax accounting practices. Mr. Cooper is an interactive marketing veteran with more than 20 years of experience at companies including Apple, Xerox and MGM Studios. Prior to ClientWhys, Mr. Cooper served as Vice President of Marketing at ReachLocal, joining that company through the acquisition of RealPractice—a leader in providing technology and services for professional services practices. Over the past two decades, Mr. Cooper and his teams have managed more than 100,000 digital marketing campaigns for practices and businesses including websites, social media, email marketing, search engine marketing, mobile, reputation management and more. He also has been an active writer, speaker and contributor for professional services associations and publications. Mr. Cooper holds a Bachelor of Science degree in Marketing and Management from the McIntire School of Commerce at the University of Virginia. Wow! Special thanks to Lee Reams II for my ClientWhy's Web site, TaxBuzz.com listing and the article on PRWeb which led to an interview regarding technology in the tax business, a photo shoot with our staff and a large 2 page article in the Sunday VC Star Free Press newspaper reaching all of Ventura County. We're here to help. Call us and speak with a Digital Marketing Consultant who will answer any questions you might have. One of our Digital Marketing Consultants will show you how the ClientWhys marketing platform can help you get retain more clients, generate more referrals and save you time managing your practice. Technology changes have redefined what it takes for tax accounting firms to succeed online. Client relationship management (CRM) allows you to automate daily tasks and manage client communications, website content, appointment setting and much more. CRM is about managing the relationships you have with your clients and prospects. CRM combines business processes, people and technology to achieve a single goal of finding and keeping clients for life. It's an overall strategy to help you develop stronger, lasting relationships that will benefit both of you. It's very hard to run a successful practice without a strong focus on CRM and word of mouth. Adding elements of social media and making the transition to a social practice require expert guidance and support. The goal of any accountant marketing program is to make your firm look as good as possible online. We call it reputation management. Firms need to control their online search results because they frequently contain inaccurate, misleading or outdated material, which can adversely influence how web searchers view you. Controlling your online reputation takes know-how and effort. But the results will redefine how you grow and succeed.