Most CPA firms want to develop deep, trusted advisor relationships with their clients. The benefits are obvious as deeper relationships mean less client churn and more up-sell opportunities. The hard truth is, despite best efforts and intentions, many firms fall short of this goal. The work comes in and the work goes out. There is… Read More
In going through old blog posts, I had the chance to revisit this article from the Journal of Accountancy from June 1, 2012. Technology and CPAs: Visions of the Future The JofA assembled a distinguished group of thought leaders to identify and discuss the key technology trends that CPAs should keep top of mind in… Read More
Apart from the obvious benefits, such as gaining a competitive edge, reducing costs, and improving business agility, BPM software also can provide: Business rules engine: design business rules and conditions for each business process. Workflow management: design, test and implement advanced workflows by integrating team members, robust communication, other systems, and data. Overall visibility of… Read More
Amelio makes the disjointed, people dependent processes and siloed out technologies common to audit, tax, engagement letters, on-boarding and client acceptance more automated, integrated, compliant and relevant to your firm. Our experiences have led us to compile our Power Index for 7 Areas of Value that consistently affect our clients and the Accounting industry. Tracking and… Read More
These were actual responses given to questions on the MBA exam: Q: How are auditors engaged? A: The man buys the lady a ring and asks her to marry him. Sometimes he has to get her father’s permission first. Q: What is an engagement letter? A: When you propose by mail, but my father is… Read More
I usually post this article the day Tax Season officially kicks off, however given our current world of remote working, hybrid learning, zoom fatigue and everything that comes along 1 year in to a pandemic, I thought I would share it a little bit earlier. Tax Season or not, we are all a bit more… Read More
With Tax Season starting in less than a month, now is the time to get yourself in order. I often resort back to the 5Ps that my High School economics teacher ingrained in the class – Prior Planning Prevents Poor Performance. How does this translate to tax season? Revisit what didn’t work last year. Yes,… Read More
We are often asked what makes Amelio, our business process management platform, different? How does Amelio stand out from the rest of the technology in the CPA Industry? Check out our last of our 3 part podcast series “The Advantages and Case Studies of Amelio,” to find out! #businessprocessmanagement #cpafirm #accounting #workflowautomation
Whenever a new year is upon us, making a few personal resolutions is usually a simple task – lose weight, stop smoking, exercise more, work less, pick up a new hobby, save money, etc. Whether we stick with them is another blog post all together! However, when it comes to our professional lives, the resolutions… Read More
CPAs know that generating engagement letter content and tracking approval can become complicated and that complications don’t arise in a predictable way. The complications of engagement letters can come at any time, in any job, but they often arise in places you’d least expect them to. For example, in straightforward engagements with long-term clients—the kind… Read More
