Is Your Workflow Aligned With Your Unique Business Process?

stand out pencil

A critical step in maximizing output is minimizing wasted time. In CPA firms, wasted 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

Are Your Firm’s Values In Line With Your Clients?

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What do our client’s value? This question is at the core of every lean initiative. The idea is if you eliminate waste in your processes, your services will be more aligned to what your client’s value. The Accounting profession is currently facing increasing pressure from clients on fees. If you become commoditized in the mind… Read More

Is Your Firm Billing Based On Time Or Value?


  In some professions, charging by the hour is the most appropriate way to bill one’s clients, since his/her time is usually blocked off in hourly increments – i.e. tutors, athletic trainers, therapists.  The range of the hourly fee, however will vary greatly based upon location, expertise and experience of the provider. I think it is… Read More

Is Your Firm Future Ready?

future ready

In a recent article by Dustin Hostetler, CIO of Boomer Consulting, Inc., he outlines the 5 Process Improvement Strategy Trends of Future-Ready Firms. They are as follows: Process is a core strategic pillar of the firm The Digital Client Experience Openness to Automation and Growth Simplicality Partners get out of the way (if they’re in… Read More

Who Controls Your Firm’s Workflow?

Who's in control

Over the past five to ten years, firms have invested in automated workflow software. Unfortunately, most workflow applications do not allow you to accurately reflect your firm’s unique business processes. Your firm has to learn to fit into the box provided by the vendor, which does not adequately leverage your firm’s unique mixture of talent,… Read More

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

Is Your Firm In Need Of The Next Generation Of Workflow

While at the recent Rainmaker SuperConference, I took part in the “Audit Engagement Efficiencies and Industry Trends” session. It was a short, but to the point session that relied on the interaction of the audience. Not an easy task while in Nashville at 7:30am, the morning after the Predators tied up the fight for the… 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…