CPA Firm Acquires 60 Percent of all New Clients with vCita Online Scheduling Software

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CPA Firm Acquires 60 Percent of all New Clients with vCita Online Scheduling Software


vCita Online Scheduling Adds Up for New England Accounting Practice

• Integrated in minutes with WordPress site

• Automated reminders eliminates no-shows

• Text notifications aid in delivering amazing service

Albert E. Bergen, CPA is a certified public accountant and income tax professional in Auburn, Maine. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Maine Society of Certified Public Accountants (MECPA).  Since 2005, Bergen has prepared tax returns, provided accounting and business consulting, as well as compiling and reviewing financial statements for a variety of corporations, non-profits, partnerships and trusts in the Lewiston, Auburn and central Maine communities. In 2013, Bergen opened his own office to serve New England.

The Choice was Clear: vCita
Bergen’s goal was to leverage technology to market his practice on a tight budget, without having to cold-call clients or spend an excessive amount of time at face-to-face networking events.  Bergen needed to attract website visitors to contact him so that he would have the opportunity to earn their business.  He also wanted an online scheduling tool that afforded flexibility of office hours and was easy to use. He began shopping for an online scheduling tool and found vCita.

Bergen liked the flexibility of vCita and that he could try it for 14 days without a commitment to buy.  “It didn’t take 14 days to decide,” says Bergen. “It was clear pretty quickly that vCita would do exactly what I needed.”

Click, Connect, Convert
It took Bergen just minutes to install vCita for WordPress Online Scheduling. vCita quickly integrates into any website, and eliminates the back and forth communications in appointment setting. Businesses receive notifications of client requests and automate or personalize responses to consistently delight clients with amazing service.  

Visitors to Bergen’s website simply click on the vCita Invite to send a message or set an appointment. When setting an appointment, Bergen has added a service listing so clients can click on the type of consultation needed and the length of time required. This helps Bergen better prepare for the meeting and deliver the amazing service he is known to provide.
“vCita helps me to offer a better value proposition than my competition,” says Bergen. “ I want to be easy to find, easy to hire and easy to work with, and vCita helps me to do that. Every new contact that comes in through vCita is a chance to build a lasting relationship with a new client.”
Clients have visibility into Bergen’s availability so a convenient time and date can be selected. vCita Online Scheduling automatically syncs with Bergen’s online calendar. Plus, Bergen loves the automated notifications of client communications, and the appointment reminders virtually eliminate no-shows.

Deliver Amazing Service
After installing vCita Online Scheduling, Bergen noticed a significant increase in business through vCita. Bergen estimates that at least 60 percent of his new clients come through vCita Online Scheduling. Bergen notes that his largest client initiated contact through vCita Online Scheduling while he was waiting to get a new set of tires installed on his vehicle. When Bergen received a text message notifying him of a new client inquiry, he called back immediately, while still at the tire store. The client was so impressed with his level of service, Bergen was immediately hired.
“I especially like the text notifications,” says Bergen. “No matter where I am or what I am doing, I can respond to clients—even while traveling.”
Bergen has found tremendous value including the vCita scheduling email links within his online communications. Bergen also shares the vCita scheduling links with financial advisors who refer new clients using the link.

Bergen has found that vCita is instrumental in client retention. Current clients can reach Bergen 24/7 through vCita messaging and online scheduling. Bergen is notified of any client request and can respond immediately. Client's love the amazing service.

For more information, visit vCita at, email or call 855-824-8244. For a print friendly version, click here.

Albert E. Bergen, CPA 


Case Study: CPA, Financial Services