Is Your Workflow Smart Enough?

Workflow is key to for a successful Business Process Management solution. Workflow helps us streamline our business processes – audit, tax, engagement letter, client acceptance, etc. – by automating the routing and approval of documents. It works great if all the steps are sequential and relationships are 1:1. However, if the 1:1 relationship is broken… Read More



There Is No Longer A “Busy Season”

More and more accountants are saying that there is no longer a “Busy Season”. Instead there is always work to do, however there are specific deadlines throughout the year that create peaks.  April 15th is definitely a top contender on the list of important dates. Equally as important is October 15th. Once October 15th comes… Read More




Summer Reading For Accountants

Throughout the year I always try to read as many books as possible. Due to the longer days and more relaxed feel,  during the summer, my reading always tends to kick in to high gear.  Like many, I am always looking for recommendations on what to read next. While doing my own search, I stumbled upon… Read More


Does Your Firm Add Value?

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



Current Trends In Workflow and Business Process Management

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


Words To Inspire You!

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