Do You Want To Be The Walmart Of CPA Firms?

create value

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

workflow image

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…



Integrating Your Audit and Tax Workflow

“At some point being cautious means you are falling behind.” It is well established that CPA firms are typically not at the leading edge of any technology shifts. We write it off to being prudent or methodical, but the fact remains that on the technology adoption curve, most CPAs fall in the category of late… Read More


Tax Season Is Over…Now What?

49105195 - popping champagne and toast of midnight

Congratulations, Tax Season is officially over!  You have made it through some long and stressful weeks and have come out relatively unscathed. In may ways, the day after Tax Day marks the start of a brand new year for CPAs.  How can you make sure that your new year starts off on the right foot? Click… Read More