Is Your Tax Workflow Good or Good Enough?

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A good tax workflow is easy to define: Collect all the data from your client needed to prepare the tax returns Take the client data along with the appropriate forms and worksheets and route to right team member(s) Prepare the returns Route the returns to the reviewer(s) Review the returns with your client and then… Read More

Blockchain, Big Data and Cognitive Computing…Oh My!

As accountants, we’ve been spending the last several years thinking about moving our systems to the cloud, developing a client friendly mobile app and building out our social media footprint. Fortunately or unfortunately, technology does not wait for us to catch up before moving forward. Now the buzz words are blockchain, big data and cognitive… Read More

Hurricane Harvey Relief Options

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With the events continuing to unfold in Texas, many of us are wondering what we can do to help. Below are some articles that can guide you if you chose to donate money, supplies or your time. Our thoughts and prayers are with all those affected by Hurricane Harvey…. Read More

Cultivating Value In The Eyes of Your Clients

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Most of us believe we know our clients, however when it comes to understanding where they find value from the services we provide, we may not always see eye-to-eye. The following questions are a great jumping point to assess why and where those discrepancies arise: Who are our clients? Why do they give us their business?… Read More

Has Your Firm Outgrown Its Accounting Software?

  As your firm grows, your software must scale and grow with your firm. In a recent article by IT Business Edge, the following six signs were listed as warnings that the time has come to re-evaluate your current software… Difficulty Making Changes: Simple changes to solutions aren’t simple to implement. Data Bottlenecks: Data does not flow freely,… Read More

It’s August And It’s Fantasy Football Time!

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It’s August and fantasy football “coaches” are gearing up for draft day! Copies of CBS Sports magazine are flying off the shelf and the click rate for is climbing fast. As a fellow Fantasy Football league member, I am in the thick of this with you. I have started my research, listed out my… Read More

Is Your Workflow Aligned With Your Unique Business Process?

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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