Technology And The Accounting Industry

CPA firms tend to be a cautious when it comes to technology – with good reason. Mistakes, even small ones, can create client issues or potential compliance problems. One technology issue other industries have been working on – and solving – for years is becoming increasingly important in the Accounting Industry: application integration. Our technical… Read More


Is Business Process Management The Same As Workflow?

  Many firms often use the terms Workflow and Business Process Management interchangeably. But are they? If you were to look on Wikidpedia, Business Process Management (BPM) is described as “a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes.  BPM focuses on improving corporate performance by… Read More



Are You Leaving Money On The Table?

We often hear the phrase “leaving money on the table,” however  can your firm pinpoint exactly why this is occurring?  Probably not. Fortunately,  Forbes put together a great article that can help your firm capture its fair share of that money. http://onforb.es/1WnPQF0


Valentine’s Day and Your Tax Returns

Ahhh, Valentine’s Day! A day filled with thoughts of love, chocolate, romance and your tax returns. Yes, I did say it – your tax returns. Why would such words come out of my mouth on such a wistful February day? There are many reasons! And the three articles that I found below outline them quite… Read More



The Power Of Your Firm’s Story

How would you answer these questions: Tell me about your firm What makes you different? Why do client’s come to your firm? What value do they get from your services? It would not be surprising if you struggled a little to come up with your answers. CPA firms, particularly small and mid sized, tend not… Read More



It’s Time To Get Organized For Tax Season!

The Internal Revenue Service (IRS) has announced that tax season will open on Monday, January 28, 2019. With less than 3 weeks to go until the official kick off to tax season, I thought I would compile a list of “Things To Do” that will help tax preparers get organized for tax season and make… Read More


What’s On Your Firm’s Holiday Wish List?

    How About a Better Way to Document Engagement Decisions? Wouldn’t it be a fabulous gift if engagement acceptance and continuance decisions could be more automated, compliant, and relevant?  What about filling in practice aides related to preparation of financial statements, compilations, and reviews?  Same answer, right?  How can technology be leveraged to accomplish… Read More