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
As your firm continues to grow through acquisitions, expansion in to niche markets or by other methods of gaining new clients, there will come a point when you realize that your workflow tool of the past is no longer cutting it. Two of the main reasons you first started using that particular system – out… Read More
In any given year there are several opportunities to attend accounting conferences. Is it necessary or even possible to attend all? Absolutely not. However, if you want to stay current, it would behoove you to choose a few that line-up with your firm’s vision and attend. Many use the excuse “I’m taking away from my… Read More
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
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
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
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 Super Bowl is just days away and many of us are actively rooting for Tom Brady and the Patriots to lose. Don’t get me wrong, I was sad to see Kansas City lose last week, as Mahomes is a fantastic Quarterback with a very bright future ahead of him. However, he made the unfortunate… Read More
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
