Is Your Tax Workflow Good or Good Enough?

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A good tax workflow is easy to define: Collect all the data from your client needed to prepare the tax returns Take the client data along with the appropriate forms and worksheets and route to right team member(s) Prepare the returns Route the returns to the reviewer(s) Review the returns with your client and then… Read More

Blockchain, Big Data and Cognitive Computing…Oh My!

As accountants, we’ve been spending the last several years thinking about moving our systems to the cloud, developing a client friendly mobile app and building out our social media footprint. Fortunately or unfortunately, technology does not wait for us to catch up before moving forward. Now the buzz words are blockchain, big data and cognitive… Read More

Hurricane Harvey Relief Options

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With the events continuing to unfold in Texas, many of us are wondering what we can do to help. Below are some articles that can guide you if you chose to donate money, supplies or your time. Our thoughts and prayers are with all those affected by Hurricane Harvey…. Read More

Cultivating Value In The Eyes of Your Clients

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Most of us believe we know our clients, however when it comes to understanding where they find value from the services we provide, we may not always see eye-to-eye. The following questions are a great jumping point to assess why and where those discrepancies arise: Who are our clients? Why do they give us their business?… Read More

It’s August And It’s Fantasy Football Time!

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It’s August and fantasy football “coaches” are gearing up for draft day! Copies of CBS Sports magazine are flying off the shelf and the click rate for is climbing fast. As a fellow Fantasy Football league member, I am in the thick of this with you. I have started my research, listed out my… Read More

Do You Want To Be The Walmart Of CPA Firms?

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The answer to this question is not as easy as it may seem on the surface. If your initial reaction is “absolutely” then you are likely thinking of Walmart as being the 800-pound gorilla in their space. They have an exceptional national footprint; they are a household name, and customers return to buy more from… Read More

Workflow For The Lean CPA Firm

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In today’s competitive marketplace, it’s likely that you are feeling pressure from your clients to provide more services for lower fees.  Your firm needs to maximize output while maintaining near perfect quality.  A critical step in maximizing output is minimizing wasted time. Many firms have implemented workflow to ameliorate these issues…continuing reading…