Current Trends in Business Process Management for Accounting Firms

Last year, we worked with Michael Wherry of Boomer Consulting, Inc. to put together a Boomer Advantage Guide  that provided you with the necessary information to choose the best business process management solution for your firm.

In this Guide our main objectives were for you to:

  1. Understand the importance of workflow software in CPA firms.
  2. Learn about the next generation of workflow software.
  3. Understand how incorporating Lean with your automated workflow system will allow your firm to measure and achieve success.

After speaking with many CPA firms over the course of the last year, we noticed three trends that were emerging as result of fine tuning their current business processes:

  1. The shift from tracking basic service areas to overall client management.
  2. The spin-off of a specific task from the original overall project.
  3. The need for real-time analytics and meaningful reports.

For a more in-depth look at these trends, please click here to access  our 2018 Guide.