855-824-8244 | sales@vcita.com | www.vcita.com

Albert E. Bergen, CPA is a certified public accountant and income tax professional in

Auburn, Maine. 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 the community.

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

plugin. 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 LiveSite menu to send a message

or set an appointment. When setting an appointment, Bergen has added a service

CPA Firm Acquires 60 Percent of All New Clients through vCita

vCita Online Scheduling Adds Up for New England Accounting Practice

“vCita helps me to offer a better value proposition than my competition...I want to be easy to find, easy to hire and easy to work with, and vCita helps me to do that. ”

—Albert E. Bergen, CPA

Case Study

• Integrated in minutes with WordPress site

• Automated reminders eliminates no-shows

• Text notifications aid in delivering amazing service

855-824-8244 | sales@vcita.com | www.vcita.com

Albert E. Bergen, CPA 207-312-5916 albert@aeb-cpa.com www.auburnmainecpa.com

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.

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 shares the vCita scheduling links with financial advisors

who refer new clients using the link. He also says vCita has been instrumental in client

retention. Current client can reach Bergen 24/7 through vCita and Bergen can respond

immediately, delivering amazing service.

“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.”

For more information, visit vCita at www.vcita.com, email sales@vcita.com or

call 855-824-8244.

“I especially like the text notifications...no matter where I am or what I am doing, I can respond to clients—even when traveling.”

—Albert E. Bergen, CPA