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




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


The End Of Tax Season Is Here!!!

With tax season over, and extensions filed, it is safe to say that CPAs everywhere have earned a much needed vacation. However, before putting the 2018 season behind you, take a moment to reflect on the following key questions: What went well and smoothly this season? What gave you the biggest headache and needs improvement?… 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