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


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 Best Books For Accountants

Like many of you, all throughout the year I try to read as many books as I can for both business and pleasure – unfortunately, for me, there really isn’t much crossover here! The hardest part however, is picking out the right book. So for my last blog post of 2018, I thought I would… Read More