When most firms began implementing workflow applications, they only considered tracking basic service areas. As firms have seen the benefits of workflow and have evolved to offer more services, they are looking to move beyond simply tracking workflow to manage processes across more areas of their firm, such as: Miscellaneous tax filings such as sales… Read More
Inspiration is the process of being mentally stimulated to do or feel something, especially to do something creative. Inspiration can fill us with a new zest for what’s ahead and can allow us the insight and vision to tackle a current problem, issue or situation. On some days you can be inspired by simply walking… Read More
In today’s CPA landscape, it is safe to say that there is always work to be done. The connotation of the “Busy Season” does not necessarily hold the same weight as it did in year’s past. With the addition of consulting work and financial advising, the breakdown of work throughout the year is pretty consistent…. Read More
As your firm continues to grow through acquisitions, expansion in to niche markets or by other methods of gaining new clients, there will come a point when you realize that your workflow tool of the past is no longer cutting it. Two of the main reasons you first started using that particular system – out… Read More
In any given year there are several opportunities to attend accounting conferences. Is it necessary or even possible to attend all? Absolutely not. However, if you want to stay current, it would behoove you to choose a few that line-up with your firm’s vision and attend. Many use the excuse “I’m taking away from my… Read More
A critical step in maximizing output is minimizing wasted time. In CPA firms, lost time is often found in excessive administrative tasks, personal preference items and poor communication. Many firms have implemented workflow to ameliorate these issues, however, due to the nuances of their processes and software limitations, often times the full scope of the… Read More
CPA firms tend to be a cautious when it comes to technology – with good reason. Mistakes, even small ones, can create client issues or potential compliance problems. One technology issue other industries have been working on – and solving – for years is becoming increasingly important in the Accounting Industry: application integration. Our technical… Read More
Many firms often use the terms Workflow and Business Process Management interchangeably. But are they? If you were to look on Wikidpedia, Business Process Management (BPM) is described as “a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes. BPM focuses on improving corporate performance by… Read More
With tax season over, and extensions filed, it is safe to say that CPAs everywhere have earned a much needed vacation. However, before putting the 2018 season behind you, take a moment to reflect on the following key questions: What went well and smoothly this season? What gave you the biggest headache and needs improvement?… Read More
After many weeks of long hours, it is just about time to close the books on the 2018 Busy Season, take a much needed deep breath and celebrate. If your firm is still trying to figure out a way to express its gratitude toward all of the hard work that your staff has tirelessly dedicated,… Read More
