The Advantages and Case Studies of Amelio

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


2021 Is Here! What Are Your Work Resolutions?

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


Reducing The Stress Around Creating Engagement Letters

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


The ABC’s Of A Business Process Management Platform

Now more than ever #businessprocessmanagement is critical to breaking down the silos within your firm and ensuring that your staff is connected. Last week, I shared the first session of our three part podcast series “Why The Time Has Come to Improve Your Firm’s Business Process Management” to gain a better understanding of what your #cpafirm can do. Today… Read More



The 2019 Tax Season Is Finally Over!!

This year was unlike any other Tax Season! Between the COVID-19 extension, combined with many of us working from home, the 2019 Tax Season was challenging in ways we could have never anticipated. With that it mind, before putting the season behind you, take a moment to reflect on the following key questions: What went… Read More


Still Working From Home…

When NY started to close down in March, many of us thought that two weeks would pass and life as we know it would return to normal. Unfortunately, seven months later, many of us are still working from home while balancing life, work and our children’s remote learning. Far from an easy task. Speaking from… Read More


Engagement Letters From Creation to Signature

A recent trend in the evolution from workflow to business process management is the spin-off of a specific task from the original project, specifically engagement letter generation. Engagement letters might be considered low risk in certain circumstances, but the fact remains that an engagement letter is a contract. They are how the firm manages client… Read More


What Do Our Clients Value?

What do our clients 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


Standing Out In The Accounting Industry

Think about the bread and butter of most CPA firms: prepping financial statements, audit and tax work, and general accounting services. Increasingly we are being told that commoditization is occurring in our industry. Some of this is driven by technology as more processes become automated. Some of this is our own fault as we fail… Read More