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
In today’s CPA landscape, it is safe to say that there is always work to be done. The connotation of the “Busy Season” does not necessarily hold the same weight as it did in year’s past. With the addition of consulting work and financial advising, the breakdown of work throughout the year is pretty consistent…. 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
A critical step in maximizing output is minimizing wasted time. In CPA firms, lost time is often found in excessive administrative tasks, personal preference items and poor communication. Many firms have implemented workflow to ameliorate these issues, however, due to the nuances of their processes and software limitations, often times the full scope of the… 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
After many weeks of long hours, it is just about time to close the books on the 2018 Busy Season, take a much needed deep breath and celebrate. If your firm is still trying to figure out a way to express its gratitude toward all of the hard work that your staff has tirelessly dedicated,… Read More
Now that March Madness is over, here is a compilation of Accounting jokes to get you through the final days of Tax Season…. Welcome to the accounting department, where everybody counts. Ever wonder why they call it a Form 1040? For every $50 you earn, you get $10, they get $40. It’s accrual world. It’s 4:04…. Read More
We have all heard the saying “All work and no play makes Jack a dull boy.” It goes without saying that during the months of January through April, for the majority of Tax Preparers, it really is “all work and no play.” However coming in to the home stretch does it really have to… Read More
